CRM Strategist

United StatesRemoteFull Timemid

OtherCrm Strategist

0 views0 saves0 applied

Apply Now

Quick Summary

Requirements Summary

Lead the architectural design of HubSpot instances, ensuring data schema, custom objects, and property mapping aligning with the client's RevOps strategy.

Technical Tools

OtherCrm Strategist

SmartBug Media is the most decorated HubSpot agency, recognized as a leader in crafting digital solutions that empower organizations to thrive across the entire customer lifecycle. From marketing and sales to revenue operations, customer success, and e-commerce, we combine sound strategies, cutting-edge AI, and digital innovation to deliver solutions that de-risk the future and drive sustainable growth.

With a fully remote team of over 250 professionals, we excel at creating intelligent web and digital ecosystems—from corporate websites to complex web applications—seamlessly integrated with AI-powered solutions. By aligning SmartBug's expertise with our clients' unique business realities, we build scalable, innovative tools that become engines for growth, setting the course for long-term success.

The CRM Strategist reports to the Sr. Director and is the primary architect responsible for leading high-complexity HubSpot implementations. This is a highly technical role focused on the intersection of Revenue Operations (RevOps), HubSpot systems architecture, and native integrations.

While you will collaborate with an Account Manager (who owns the client relationship and retention), you are the technical lead responsible for designing, configuring, and optimizing the HubSpot ecosystem to power the full customer lifecycle. You will translate complex business requirements into scalable technical workflows and native integrations that drive measurable revenue growth.

Strategic Technical Design: Lead the architectural design of HubSpot instances, ensuring data schema, custom objects, and property mapping aligning with the client's RevOps strategy.

Native Integration Management: Own the strategy and configuration of native integrations within HubSpot (e.g., Salesforce, Microsoft Dynamics, NetSuite, etc.). You must understand the logic of sync rules, field mapping, and conflict resolution.

Revenue Engine Optimization: Build lead scoring, advanced attribution, and automated hand-offs between Marketing, Sales, and Services.

Data Governance: Implement and enforce data hygiene standards, deduplication logic, and governance frameworks to ensure the CRM remains a "single source of truth."

HubSpot Implementation & Configuration

Business Process Mapping: Conduct technical discovery to map "Current State" vs. "Future State" processes, identifying technical bottlenecks in the revenue funnel.

Reporting & Analytics: Build complex RevOps dashboards that demonstrate clear ROI to stakeholders.

Technical Experience: Minimum 5 years of experience building complex solutions within the HubSpot platform.

RevOps Expertise: Proven ability to design systems around revenue-driving processes (lead-to-cash, forecasting, and attribution).

Analytical Skills: Strong ability to navigate complex business challenges and translate them into automated technical solutions.