CRM Data Analyst and Administrator- Marketing

Smith And Howard Global Services; Bengaluru; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Smith & Howard Advisory LLC in Bengaluru seeks a Senior CRM Data Analyst and Administrator to lead a major CRM consolidation project. You will manage HubSpot, automate workflows, and ensure data integrity while partnering with Sales, Marketing, and Support teams.

The role requires hands-on HubSpot configuration, migrations, and governance with a focus on scalable processes and actionable insights. Expect collaboration with global teams and a data-driven culture.

Qualifications

• Bachelors degree in business, Marketing, IT or related field.
• 3+ years of experience in HubSpot CRM or similar administration and automation.
• Proficient in CRM data management, segmentation, and governance.
• Experience with CRM reporting & analytics to derive insights.
• Strong analytical and problem solving skills in fast-paced environments.
• Familiar with customer journey mapping and sales process optimization.

Responsibilities

• Administer HubSpot, ensure performance and user adoption.
• Configure modules and manage roles, permissions, and access.
• Design automated workflows, sequences, and triggers.
• Build dashboards and reports to monitor KPI and conversions.
• Lead data governance, deduplication, and data cleansing.
• Support data migration and integration across platforms.

Skills

HubSpot CRM

CRM migrations

Data governance

Data integration

Data cleansing

Education

Bachelor's degree

Tools

HubSpot

Job description

Job Title: CRM Data Analyst and Administrator- Marketing

Designation: Senior

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 HubSpot CRM Administrator to manage and optimize our HubSpot system while leading a strategic project to consolidate three separate CRMs into one unified platform. This role involves daily oversight of HubSpot, 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 HubSpot, 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 HubSpot, ensuring optimal performance and user adoption.
• Configure and customize HubSpot 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 HubSpot.
• 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 HubSpot users across teams.
• Conduct training sessions and create documentation to improve user adoption and efficiency.
• Stay updated on HubSpot updates, best practices, and emerging CRM trends.

Integration & Migration

• Support the effort to consolidate three separate CRM systems into one unified platform (HubSpot) 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

Bachelors degree in business, Marketing, Information Technology, or a related field

• 3+ years of experience in HubSpot 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 HubSpot 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

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

Location and way of working

Location: Bangalore (Onsite)

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