CRM & Marketing Automation Specialist owning HubSpot ecosystem at AI tax preparer startup. Designing workflows and automations for efficient marketing and sales integration.
Responsibilities
Designing and maintaining a clean, structured, and scalable HubSpot CRM architecture
Creating automations and workflows that accelerate lead response and conversion
Owning the marketing-to-sales handoff, SLAs, and feedback loops
Building dashboards that deliver real-time visibility into funnel health and performance
Automating repetitive internal tasks to free up hours across teams
Managing HubSpot integrations and identifying new ones that support growth
Requirements
HubSpot power user who knows workflows, properties, and lists like the back of your hand
Analytical thinker who gets joy from clean data and actionable dashboards
Natural collaborator with both Sales and Marketing, and unafraid to hold each accountable
Process-minded builder who automates first and documents second
Problem-solver who sees broken systems as puzzles to fix, not headaches to avoid
Owner who loves making things work better every week
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