CRM Specialist (HubSpot Optimisation Lead) - BREMPAF03

1 hour, 22 minutes ago
Contract
Senior
Sales and Business Development
Employmate

Employmate

Employmate is a company that offers full-time remote staffing solutions and continuous management support to help businesses scale and succeed. They provide tailored candidate connections, set up entire departments, and equip teams with the best tools ...

Professional Services

Description

  • Review the current HubSpot implementation, including data structure, custom objects, pipelines, workflows, email templates, and reporting dashboards, to identify gaps and improvement opportunities.
  • Design and implement workflows, automation rules, custom objects, and reports that support broker, admin support, and executive teams.
  • Collaborate with marketing, sales, operations, and recruitment teams to translate business requirements into CRM solutions.
  • Build automated process support for lead hand-offs, broker onboarding, settlement follow-ups, and client referral tracking.
  • Ensure data integrity by managing cleaning protocols, duplication rules, data hygiene, and consistent segmentation.
  • Develop training materials and deliver training sessions to internal users on HubSpot best practices.
  • Support user adoption and enforce CRM process discipline across the business.
  • Set up and monitor key performance dashboards and provide insights to leadership.
  • Stay current with HubSpot updates, integrations, and third-party tools, and recommend or coordinate new integrations that improve efficiency.

Requirements

  • Proven experience as a CRM specialist working with HubSpot in a sales or operations environment.
  • Strong experience with workflow automation, custom objects, reporting, and dashboard design.
  • Good understanding of sales and operations processes, preferably within finance, brokerage, or professional services.
  • Strong analytical skills and comfort working with data, dashboards, reporting, and business insights.
  • Excellent stakeholder management skills and the ability to translate business needs into technical CRM solutions.
  • Strong communication and training skills, including user onboarding, process documentation, and adoption support.
  • Desirable experience in asset finance or understanding of broker and loan application workflows.
  • Knowledge of integrations such as email marketing tools, settlement or loan systems, and API usage.
  • Fully remote role based in South Africa.
  • Availability to work Monday to Friday from 12am to 8am SAST.
  • Long-term contractor engagement.
  • Salary of R35,000 to R50,000 per month, negotiable based on experience.

Interested in this position?

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