HubSpot CRM & Automation Lead — Data, Dashboards

Blue & Co.; United States; Remote; USD 95,000 - 135,000; Full time

Job summary

Blue & Co., LLC is seeking a Client Data Manager to own the strategy, optimization, and day-to-day execution of client data across HubSpot CRM, HubSpot Marketing Automation, and HubSync. This hands-on role drives reporting, campaigns, user adoption, CSAT programs, and platform enhancements to support marketing, business development, and client service teams.

The ideal candidate is a proactive problem-solver who enjoys improving processes, while traveling up to 40% to ensure training milestones

Qualifications

• Bachelor's degree in Marketing, Business, Information Systems or related field.
• 5–10 years hands-on experience managing HubSpot CRM and marketing automation tools.
• Experience building reports, dashboards, workflows, campaigns, and automation within HubSpot.
• Experience managing ticketing systems and operational workflows.
• Proven experience training users and driving adoption of CRM or marketing automation software.
• Strong understanding of CRM architecture, data management, and lifecycle strategy.
• Ability to translate business requirements into scalable CRM solutions.
• Experience CSAT surveys to understand client service levels.

Responsibilities

• Own the strategy, optimization, and day-to-day execution of client data across platforms (HubSpot CRM, HubSpot Marketing Automation, HubSync).
• Design and build reporting visibility, campaigns, and CSAT surveys; drive user adoption and platform enhancements.
• Serve as primary HubSpot and HubSync administrator; monitor data integrity and governance; collaborate with data systems team.
• Develop lead nurturing workflows, segmentation, pipelines, metrics, and reporting.
• Provide in-person and virtual user training; manage CRM ticketing in FreshWorks; support onboarding and ongoing training.

Skills

HubSpot CRM

Marketing automation

Reporting dashboards

Data governance

User training

Education

Bachelor's degree in Marketing, Business, Information Systems

Tools

HubSync

FreshWorks

Job description

Blue & Co., LLC is seeking a Client Data Manager to own the strategy, optimization, and day-to-day execution of client data across HubSpot CRM, HubSpot Marketing Automation, and HubSync. This hands-on role drives reporting, campaigns, user adoption, CSAT programs, and platform enhancements to support marketing, business development, and client service teams.

The ideal candidate is a proactive problem-solver who enjoys improving processes, while traveling up to 40% to ensure training milestones