CRM Manager

affix; Melbourne; On-site; AUD 120,000 - 190,000; Full time

Job summary

DUAL Australia & New Zealand is seeking an experienced HubSpot/CRM lead to steer the roadmap, governance and adoption across sales, marketing and broker engagement. You will partner with cross-functional stakeholders, manage external partners and build business cases for new tech investments.

Insurance domain experience is not required; CRM excellence is the priority. Based in Melbourne, this hands-on, strategic role offers influence over the platform and data-driven decision making within a

Qualifications

• 5+ years' experience managing HubSpot or a comparable CRM.
• Advanced knowledge of CRM configuration, workflows, automation, reporting and integrations.
• Interest in AI and its practical application within CRM and sales.
• Ability to translate business needs into effective technical solutions.
• Strong stakeholder management skills and experience driving adoption and change.
• Commercial acumen, including the ability to build business cases and secure buy-in.
• A proactive mindset and the confidence to identify opportunities and drive improvements.

Responsibilities

• Own the HubSpot roadmap and priorities, aligning with sales, marketing and distribution.
• Lead a small team and partner with executives to unlock value from the platform.
• Build business cases for new technology investments and enhancements.
• Champion data quality, reporting and dashboards to inform decisions.
• Drive CRM adoption, governance and best practices across the org.
• Manage external HubSpot partner and integration improvements.

Skills

HubSpot CRM

CRM configuration

AI interest

requirements translation

stakeholder management

business cases

proactive mindset

Tools

HubSpot CRM

CRM platforms

Job description

• Product: Specialist insurance underwriting agency
• Funding: Part of the global Howden Group

The Story

DUAL Australia & New Zealand is a leading specialist underwriting agency with more than 250 people across Australia and New Zealand. Part of the global Howden Group, it combines the backing of a major international business with the agility and culture of a close-knit team.

DUAL has built a strong reputation for digital innovation, using technology to improve the way it engages with and supports its broker network. With a people-first culture, long-tenured employees and continued growth, it's a business that values fresh thinking and invests in doing things better.

The Role

HubSpot sits at the heart of DUAL's sales, marketing and broker engagement strategy. With strong adoption already established, the business is ready to take the platform to the next level.

Reporting to the Head of Sales & Marketing, you'll own the HubSpot roadmap, leading a small team and partnering with sales, marketing, distribution and executive stakeholders to unlock more value from the platform.

You'll have the opportunity to:

• Introduce AI agents and sales tools that help distribution teams work smarter and get more from their data
• Optimise marketing automation, workflows and processes
• Strengthen data quality, reporting and dashboards to drive better decisions
• Champion CRM adoption, governance and best practice
• Manage DUAL's external HubSpot partner and lead platform improvements
• Build business cases for new technology and investment opportunities

This is a hands-on, strategic role for someone who can turn business priorities into practical solutions, challenge the status quo and bring new ideas to the table.

What you bring to the role

• 5+ years' experience managing HubSpot or a comparable CRM, with strong preference for HubSpot expertise
• Advanced knowledge of CRM configuration, workflows, automation, reporting and integrations
• An interest in AI and its practical application within CRM and sales
• The ability to translate business needs into effective technical solutions
• Strong stakeholder management skills and experience driving adoption and change
• Commercial acumen, including the ability to build business cases and secure buy-in
• A proactive mindset and the confidence to identify opportunities and drive improvements

Insurance experience isn't essential. DUAL can teach you the industry; what matters is your CRM expertise, curiosity and appetite to make an impact. If you're ready to step up from a specialist CRM or marketing operations role, this could be a great next move.

What's in it for you

• The opportunity to shape the CRM strategy in a digitally progressive business
• An established HubSpot platform with plenty of scope to innovate
• AI and automation as genuine business priorities
• A collaborative team, supported by experienced HubSpot users and an external specialist partner
• A stable, high-performing culture with strong employee tenure and growth opportunities
• The agility of a growing business backed by a global group