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
Deliverable
production ML models | product features | dashboards & analysis
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