Hubspot CRM & Data Specialist

To provide day-to-day ownership and continuous improvement of HubSpot across Empowering People Group, ensuring the CRM is well managed, data is accurate and actionable, and teams have access to the reporting, automation and insight needed to support effective decision-making. Acting as the in-house HubSpot specialist across multiple Group brands, the role will combine platform administration, data quality, reporting and user support to improve operational visibility, support pipeline growth and provide a reliable single source of truth for customer, contract and finance-related CRM insight.

Key Accountabilities & responsibilities:

CRM ownership and administration

• Optimise CRM usage: Manage and continually improve the use of HubSpot across the Group, ensuring the CRM is effective, efficient and aligned with business needs.
• HubSpot administration: Manage and maintain HubSpot, including system configuration, workflows, properties, lists and other core functionality. Troubleshoot issues and act as the primary point of contact for CRM-related queries and improvements.
• User management: Manage HubSpot user accounts, permissions, onboarding and deactivation, ensuring appropriate access levels and supporting good data security practices.

Data quality, reporting and insight

• Data quality: Maintain high-quality, accurate and actionable CRM data to support effective marketing and sales activity, reporting and wider business decision-making.
• Reporting and analytics: Create and maintain HubSpot reports and dashboards, resolve reporting issues and translate CRM data into clear, actionable insight to support Marketing, Sales and wider business decision-making.
• Commercial and operational insight: Support reporting and CRM processes that improve visibility of customer, contract and finance-related data, working with relevant stakeholders to ensure information is accurate, accessible and useful for business decision-making.

Marketing, segmentation and lead management

• Segmentation and targeting: Build and maintain effective customer and prospect segmentation within HubSpot, using CRM, email engagement and website data to support targeted marketing and sales activity. Maintain targeted lists aligned to the Total Addressable Market (TAM) for each relevant Group business.
• Campaign and lead management: Manage campaign data within HubSpot, ensuring leads are accurately captured, segmented and attributed to the appropriate marketing activity. Support effective lead nurturing and customer journey tracking, working with Marketing and Sales to identify opportunities to improve campaign and lead performance

Stakeholder support, integrations and training

• Cross-functional support: Work with stakeholders across the Group to improve CRM processes and support consistent and effective use of HubSpot.
• Data integrations: Manage and support CRM data integrations with relevant marketing, sales and third-party data tools, working with internal stakeholders and external partners as required.
• Training and user support: Provide HubSpot training and ongoing support to users across the business, maintaining appropriate guidance and documentation to encourage consistent CRM usage.

Skills/attributes:

Essential experience

• Minimum two years’ experience in a CRM, data or marketing operations role, whether in-house or agency-side.
• Hands-on experience administering HubSpot in a business environment, including experience of lists, workflows, properties, reporting and other core CRM functionality.
• Experience working with Marketing and/or Sales teams and using CRM data to support effective commercial activity and decision-making.
• Experience creating CRM reports and dashboards and interpreting data to support business decisions.
• Experience using CRM data to support commercial, operational or finance-related reporting would be advantageous.

Technical skills

• Strong CRM data management and data-quality skills.
• Strong Microsoft Excel and data-analysis skills.
• Ability to manipulate, analyse and interpret data accurately.
• Ability to present data and insight in a clear and accessible way.
• Ability to investigate CRM and data issues and identify practical solutions.

Behaviours/attributes

• Ability to understand and constructively challenge business requirements and translate them into practical CRM solutions.
• Strong communication skills, with the ability to work effectively with stakeholders at different levels across the business.
• Strong organisational skills, with the ability to manage competing priorities.
• Able to work independently while collaborating effectively as part of a wider team.
• Commercial awareness and an understanding of how CRM and data can support marketing effectiveness, pipeline and business performance

AdviserPlus is fully committed to the principle of equal opportunities in employment and opposes all forms of unlawful or unfair discrimination, direct or indirect. All employees are expected to promote and work fully in line with the company’s Equal Opportunities Policy.

AdviserPlus is a Disability Confident Leader employer and welcomes applications from disabled people. If disabled applicants meet the minimum criteria for the job, they can request and will be offered a guaranteed interview. Should applicants require reasonable adjustment support for the interview, please contact the Resourcing Team.