CRM Data Analyst and Administrator – Marketing T500-17273

Talent500 is hiring for one of its Clients.

About Smith & Howard:

Founded over half a century ago, on the guiding vision of Jim Howard and Joe Smith, Smith + Howard has grown into a family of companies serving clients across the globe through our tax, accounting and advisory solutions. The company has been dedicated to empowering businesses and individuals to achieve their financial goals through their personal and responsive client service. Smith + Howard is proud to have helped countless entrepreneurs find success and build thriving businesses. At Smith + Howard's integrated Indian hub in Bengaluru, Smith + Howard Advisory LLC, is focused on ushering in the next wave of innovation in the accounting industry. If you're eager to work on challenging projects in the global audit, tax and accounting space, this is your chance to join a truly remarkable team.

Job Summary:

Smith + Howard is seeking a highly skilled and detailed oriented HubSpot CRM Administrator to manage and optimize our HubSpot CRM system while also playing a key role in a project to integrate and consolidate three separate CRM platforms into a unified system. This role will involve overseeing the day-to-day management of HubSpot, ensuring its optimization, and leading the strategic migration of data and workflows from other CRMs to HubSpot. This role will also have a focus on data integrity, utilizing database tools to ensure the CRM is up-to-date with accurate client and prospect information. You will work closely with cross-functional teams to ensure a seamless CRM transition and the implementation of best practices across all systems.

The ideal candidate will have in-depth experience configuring and maintaining HubSpot, automating workflows, integrating other CRM systems, and ensuring data integrity. This role requires a proactive, analytical thinker who can support business teams with actionable insights and process improvements.

Key Responsibilities:

CRM Administration & Management:

• Serve as the primary administrator for HubSpot, ensuring optimal performance and user adoption.
• Configure and customize HubSpot modules (Sales Hub, Marketing Hub, Service Hub, and Operations Hub) to align with organizational needs.
• Manage user roles, permissions, team hierarchies and access controls to maintain security and proper workflows within HubSpot.
• Maintain data quality by implementing governance policies, deduplication processes, and data cleansing initiatives.

Automation & Workflow Optimization:

• Design and implement automated workflows, sequences, and triggers to streamline sales and marketing operations.
• Create and maintain custom properties, pipelines, workflows, reports, and dashboards to support sales, marketing, and service teams.
• Create and maintain email sequences, templates, and automation rules for marketing campaigns.

Reporting & Analytics:

• Build and manage dashboards, reports, and data visualizations to provide insights on sales performance, lead conversion, and customer engagement.
• Monitor key performance indicators (KPIs) and recommend improvements based on data-driven insights.
• Conduct regular audits of CRM data and processes to identify areas for optimization.

User Support & Training:

• Provide technical support and troubleshooting for HubSpot users across teams.
• Conduct training sessions and create documentation to improve user adoption and efficiency.
• Stay updated on HubSpot updates, best practices, and emerging CRM trends.

Integration & Migration:

• Support the effort to consolidate three separate CRM systems into one unified platform (HubSpot) with migration of historical data ensuring minimal disruption and data integrity.
• Work with internal stakeholders and external vendors to define integration requirements, migration strategies, and data mapping.
• Develop and execute testing plans for migrated data and workflows to ensure smooth transition.
• Partner with Sales, Marketing, and Customer Support teams to understand their CRM needs and ensure the consolidated system meets those requirements.

Qualifications & Experience:

• 3-6 years of experience in HubSpot CRM or a similar CRM administration, configuration, and automation role.
• Strong understanding in managing CRM migrations, data imports and integrations between different platforms.
• Proficiency in CRM data management, segmentation, and governance.
• Experience with HubSpot or any other CRM Reporting & Analytics to derive business insights.
• Strong analytical and problem-solving skills with the ability to work in a fast-paced environment.
• Excellent communication and interpersonal skills, with the ability to train and support users of various technical levels.

Preferred Skills:

• HubSpot certifications (HubSpot CRM, HubSpot Marketing Software, Sales Hub Implementation, etc.)
• Bachelor's degree in Business, Marketing, Information Technology, or a related field
• Familiarity with customer journey mapping and sales process optimization.

Location & Work Mode:

• Location: Bengaluru (In-office – as per company policy).
• Working Hours: Must be flexible to collaborate with global teams.

Why Join Us ?

• Opportunity to work in a dynamic, fast-growing company with a strong CRM strategy.
• Hands-on role in shaping sales, marketing, and customer experience processes.
• Exposure to cutting-edge CRM automation and integration projects.
• Career growth opportunities with learning and development support.