Crm data analyst and administrator – marketing [t500-26814]

Talent500 is hiring for one of its clients.

About Smith & Howard:

Founded over half a century ago, Smith & Howard is a global leader in tax, accounting, and advisory solutions, proudly supporting countless entrepreneurs and businesses in achieving financial success. Smith & Howard Advisory LLC, our integrated Indian hub in Bengaluru, is driving the next wave of accounting industry innovation. Join our remarkable team and work on challenging projects in global audit, tax, and accounting.

Position Overview:

Smith + Howard is hiring a detail-oriented Hub Spot CRM Administrator to manage and optimize our Hub Spot system while leading a strategic project to consolidate three separate CRMs into one unified platform. This role involves daily oversight of Hub Spot, data migration and workflow integration, and ensuring data accuracy across systems. You'll collaborate with cross-functional teams to drive a smooth transition and implement CRM best practices.

We're looking for someone with hands-on experience in configuring Hub Spot, automating workflows, integrating CRM platforms, and maintaining data integrity. If you're a proactive, analytical thinker who thrives on improving processes and delivering actionable insights, we'd love to hear from you.

Key Responsibilities:

CRM Administration & Management:

Serve as the primary administrator for Hub Spot, ensuring optimal performance and user adoption. Configure and customize Hub Spot 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 Hub Spot. 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 Hub Spot users across teams. Conduct training sessions and create documentation to improve user adoption and efficiency. Stay updated on Hub Spot updates, best practices, and emerging CRM trends.

Integration & Migration:

Support the effort to consolidate three separate CRM systems into one unified platform (Hub Spot) 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:

· Bachelor's degree in business, Marketing, Information Technology, or a related field

3+ years of experience in Hub Spot 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 Hub Spot 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. Familiarity with customer journey mapping and sales process optimization.

Nice to have:

Hub Spot certifications such as Hub Spot CRM, Hub Spot Marketing Software, Sales Hub Implementation, etc

Location and way of working:

Location: Bangalore (Onsite)

Shift Timing: Must be flexible to collaborate with global teams.

Interview Tips:

At S+H, we want you to feel confident and well-prepared as you explore opportunities with us. Take a moment to learn about our organization, the role you're applying for, and understand how your skills align with the role - it's a great way to walk into your interview informed and ready.