HubSpot CRM Strategist

HUBSPOT CRM STRATEGIST The role: You will work with a company focused on delivering strategic, high-impact CRM solutions through the Hub. Spot ecosystem, helping clients optimize the full customer lifecycle across marketing, sales, customer success, and operations. Position: Hub. Spot CRM Strategist (Full-Time | Remote) Seeking a highly client-facing Hub.

Spot CRM Strategist with deep expertise in Hub. Spot implementations, configuration, and customer lifecycle strategy. In this role, you will lead large-scale Hub. Spot projects, act as a trusted advisor to senior-level clients, and deliver CRM solutions that drive measurable business impact. You will serve as the face of the company to customers, building strong relationships and ensuring every client receives an exceptional experience while achieving strategic business goals.

Responsibilities

Client Success

• Lead large-scale Hub. Spot implementation projects aligned with client business goals and operational needs.
• Address client feedback and concerns promptly while maintaining a high standard of customer satisfaction.
• Build trusted relationships with senior-level stakeholders and position the company as an indispensable growth partner.
• Deliver high-quality CRM and customer lifecycle strategies across marketing, sales, customer success, and operations.
• Identify strategic opportunities to expand project scope and recommend complementary services aligned with client goals.
• Stay informed on industry trends, competitive landscape, and Hub. Spot platform developments to ensure cutting-edge client strategies. Hub. Spot Onboarding and Configuration
• Translate client and internal strategies into comprehensive Hub. Spot solutions supporting marketing, sales, customer success, and operational workflows.
• Configure and optimize Hub. Spot Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub, and Hub. Spot AI.
• Analyze current business processes, define future-state workflows, and recommend operational improvements.
• Develop Hub. Spot reporting frameworks to track and communicate progress toward client goals.
• Understand client tech stacks and support integrations with Hub. Spot through native or third-party solutions.
• Ensure Hub. Spot configurations are optimized to demonstrate clear ROI and business impact.
• Maintain clean and accurate data through data governance best practices.
• Train clients and internal teams on how to effectively use customized Hub. Spot environments.
• Provide ongoing support and troubleshooting assistance for clients. Leadership
• Guide and mentor CRM Specialists and support Marketing Strategists on complex initiatives.
• Collaborate cross-functionally to align CRM solutions with broader business objectives.
• Promote knowledge sharing and process optimization across the team. Delivery Process
• Monitor and manage project budgets, timelines, and scope.
• Track and meet effective billing rate (EBR) goals.
• Partner with internal teams to ensure high-quality deliverables across all client engagements
• Build and follow scalable processes that drive differentiated client outcomes and operational excellence. Hub. Spot Training Certification
• Obtain Hub. Spot Trainer Certification and support client onboarding and platform adoption initiatives. Sales and Marketing Support
• Collaborate with the sales team to develop tailored strategies for prospects.
• Support sales conversations by delivering strategic recommendations during client calls.
• Participate in company content creation, thought leadership initiatives, and organic social programs.

Requirements

• Bachelor’s degree in Marketing, Business Administration, Communications, or a related field
• Minimum of 5 years of experience building solutions within the Hub. Spot platform
• Deep expertise across the Hub. Spot ecosystem and Hub. Spot software suite
• Strong understanding of technologies commonly integrated into Hub. Spot environments
• Highly client-facing with exceptional relationship-building and communication skills
• Proven ability to maintain high client satisfaction while driving measurable business outcomes.
• Exceptional presentation and stakeholder management skills
• Strong organizational skills with the ability to manage multiple priorities simultaneously
• Strong problem-solving abilities and comfort navigating complex client challenges
• High level of professionalism, integrity, and accountability
• Passion for client success and delivering outstanding results
• Experience working remotely in similar roles is strongly preferred Hub. Spot certifications, including (OPTIONAL, NOT A MUST)
• Hub. Spot Trainer Certification
• Hub. Spot Marketing Software Certification
• Hub. Spot Sales Software Certification
• Hub. Spot Service Hub Certification
• Hub. Spot Revenue Operations Certification Nice to Have:
• Experience leading enterprise or large-scale CRM transformation projects.
• Experience supporting cross-functional Rev. Ops, marketing automation, or customer success initiatives
• Ability to identify growth opportunities and expand client engagements strategically
• Strong understanding of customer lifecycle optimization and CRM reporting strategies About us: We are focused on helping organizations build and optimize customer lifecycle systems through strategic CRM implementation and operational excellence. By combining technology, process optimization, and client strategy, we help businesses maximize the value of their marketing, sales, and customer success operations. Our team operates in a highly collaborative, client-centric environment where delivering measurable outcomes and exceptional customer experiences is the top priority. We value strategic thinking, operational rigor, and long-term client partnerships built on trust and results.