HubSpot Data & Automation Leader

Blue & Co., LLC; Oregon; Hybrid; USD 95,000 - 130,000; Full time

Job summary

Blue & Co., LLC is seeking a Client Data Manager to own strategy, optimization, and execution across HubSpot CRM, Marketing Hub, and HubSync. You will drive reporting visibility, campaign execution, and user adoption for marketing, business development, and client service teams.

Ideal candidates bring 5–10 years of hands‑on HubSpot experience, a bachelor’s in a related field, and a proactive mindset to improve processes. Travel up to 40% to train and support offices across the United States.

Qualifications

• Bachelor's degree in Marketing, Business, Information Systems, or related field.
• 5–10 years hands‑on HubSpot CRM and marketing automation experience.
• Experience building reports, dashboards, workflows, campaigns and automation directly 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 conducting CSAT surveys to understand client service levels.
• Strong analytical skills with the ability to interpret and present performance data.
• Excellent project management skills with the ability to manage multiple initiatives simultaneously.
• Willingness to travel up to 40% to Blue & Co. office locations for training and adoption.

Responsibilities

• Automation and Integrations Support (40%): Build and deploy marketing campaigns within HubSpot (emails, landing pages, forms, lists, workflows); translate strategy into automation programs; own HubSync integration and data hygiene; develop lead nurturing workflows, segmentation, pipelines, CSAT surveys and reporting; QA and optimize automation; refine workflows based on data and feedback.
• Reporting and Dashboards (30%): Design and maintain executive dashboards and operational reports; connect marketing activity to pipeline, revenue, engagement metrics, and ticket performance; provide insights into campaign performance and geographic initiatives; partner with leadership for strategic decisions.
• CRM Strategy and Platform (20%): Serve as principal administrator for HubSpot CRM and Marketing Hub; recommend improvements to data structures, lifecycle stages, lead routing; maintain architecture and explore consolidation opportunities; seek beta opportunities to expand tool usage.
• User Training, Adoption and Operational Management (10%): Conduct in-person and virtual training; maintain materials and guides; support onboarding and refresher training; monitor adoption metrics and drive utilization; manage CRM ticketing in FreshWorks.

Skills

CRM strategy

Data analysis

Training & adoption

Project management

Communication

Travel readiness

Education

Bachelor's degree in Marketing, Business, Information Systems, or related field

Tools

HubSpot

Freshworks

Job description

Blue & Co., LLC is seeking a Client Data Manager to own strategy, optimization, and execution across HubSpot CRM, Marketing Hub, and HubSync. You will drive reporting visibility, campaign execution, and user adoption for marketing, business development, and client service teams.

Ideal candidates bring 5–10 years of hands‑on HubSpot experience, a bachelor’s in a related field, and a proactive mindset to improve processes. Travel up to 40% to train and support offices across the United States.