CRM Specialist (HubSpot)
Core
Own the HubSpot platform strategy, governance, and administration to serve brokers and borrowers across sales, marketing, and operations.
Role type
Senior HubSpot Platform Owner / CRM Specialist
Builds
Scalable CRM platform, automations, integrations with Darla, and customer journey workflows
Domain
Fintech / Lending / Property Finance
Required skills
HubSpot platform management, CRM strategy, workflow automation, data governance, stakeholder management, integration design, reporting, lifecycle management
Preferred skills
HubSpot certifications, custom API integrations, CRM governance frameworks, fintech/lending background, customer data platform experience
Technologies
HubSpot (Sales Hub, Marketing Hub), Darla, APIs
Responsibilities
Define platform vision and roadmap; design and build native HubSpot solutions (workflows, automations, custom objects); manage integrations with Darla; improve data quality and governance; partner with engineering on custom development; diagnose and resolve platform issues; define success metrics.
Seniority
Senior, hands-on IC