CRM Strategist

SmartBug Media

. Lead large-scale, high-complexity HubSpot implementation projects aligned with strategic and tactical business goals .

Posted 10/22/2026full-timeRemote • United StatesMid-LevelSenior💰 $80,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading HubSpot implementation projects, configuring HubSpot solutions across various hubs, and optimizing revenue operations through data-driven strategies. Proficient in training teams and clients while ensuring high client satisfaction and adherence to project goals.

Highest-signal resume keywords

HubSpot ImplementationRevenue Operations StrategyHubSpot AI DeploymentData GovernanceClient Training and Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

HubSpot Software SuiteData MappingLead ScoringAttribution ModelingCRM IntegrationTechnical DocumentationProject ManagementData Hygiene StandardsCustom Object DesignField Mapping

Soft Skills

Exceptional CommunicationAnalytical AbilityAttention to DetailOrganizational SkillsInterpersonal Skills

Tools & Technologies

SalesforceMicrosoft DynamicsNetSuiteGongOutreachZapierClearbitZoomInfoAgileScrum

Certifications & Qualifications

HubSpot Trainer CertificationHubSpot Marketing Software CertificationHubSpot Sales Software CertificationHubSpot Service Hub CertificationRevenue Operations Certification

Industry Keywords

RevOpsClient SuccessMarketing AutomationData SyncCRM MigrationAEOClient SatisfactionProject BudgetsProcess OptimizationSmartBug Values

About the role

Key responsibilities & impact

Lead large-scale, high-complexity HubSpot implementation projects aligned with strategic and tactical business goals
Identify and recommend complementary services to expand scope; provide scoping, quotes, and implementation direction
Stay informed on industry trends and HubSpot’s competitive position
Translate client and internal strategies into HubSpot solutions supporting marketing, sales, customer success, and operational workflows
Configure HubSpot Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub, and HubSpot AI
Own strategy and configuration of native integrations such as Salesforce, Microsoft Dynamics, and NetSuite, including sync rules, field mapping, and conflict resolution
Design data schemas, custom objects, and property mapping aligned with RevOps strategies
Build and optimize lead scoring, advanced attribution, and automated marketing-to-sales-to-service hand-off sequences
Build complex RevOps dashboards demonstrating ROI to stakeholders
Implement data governance, deduplication logic, and data hygiene standards
Lead AI strategy and implementation engagements, including AEO Readiness Audits, AI Strategy Playbooks, and HubSpot AI agent deployment and optimization
Train clients and internal teams on customized HubSpot instances and provide ongoing support and troubleshooting
Obtain HubSpot Trainer Certification and help onboard clients
Configure HubSpot instances from the ground up
Translate business requirements into scalable configurations supporting the full customer lifecycle
Conduct technical discovery and map current-state versus future-state processes
Identify technical bottlenecks in the revenue funnel
Guide and mentor CRM Specialists and support Marketing Strategists
Collaborate cross-functionally to align CRM solutions with broader business objectives
Champion knowledge sharing and process optimization
Monitor and manage project budgets and scope
Track and meet effective billing rate goals
Work with the internal SmartBug team to ensure quality client delivery
Create and follow processes that produce differentiated client results and quality

Requirements

What you’ll need

Bachelor’s degree in Marketing, Business Administration, Communications, Business, Information Systems, or a related field
Minimum 5 years of experience building complex solutions within the HubSpot platform
Proven experience with the HubSpot software suite and deep understanding of the HubSpot ecosystem
Ability to design systems around revenue-driving processes, including lead-to-cash, forecasting, and attribution
Deep understanding of native HubSpot integrations with external technology stacks and complex data syncs
Hands-on experience deploying HubSpot AI agents in production
Working knowledge of AEO, including how AI engines select and cite sources
Understanding of complementary technologies within the HubSpot ecosystem
Strong analytical ability to translate complex business challenges into automated technical solutions
Exceptional communication, presentation, and interpersonal skills
High level of organization, attention to detail, and ability to manage multiple priorities
Demonstrated ability to ensure high client satisfaction while adhering to SmartBug values
High level of integrity, work ethic, and professionalism; passion for client success
Experience working remotely in a similar role strongly preferred
HubSpot Trainer Certification: HubSpot Marketing Software, Sales Software, Service Hub, and Revenue Operations Certifications
Additional HubSpot certifications preferred, such as HubSpot Solutions Architect, Revenue Operations, or Marketing Hub Implementation
Experience in a HubSpot Partner agency environment preferred
Familiarity with CRM migration projects, data mapping, and clean data transfer from legacy systems preferred
Exposure to RevOps tools such as Gong, Outreach, Zapier, Clearbit, or ZoomInfo preferred
Experience with project management methodologies and tools such as Agile, Scrum, Teamwork, or Asana preferred
Ability to create technical documentation, including SOPs, data dictionaries, and system architecture diagrams preferred

Benefits

Comp & perks

Fully remote work
Ongoing support and troubleshooting assistance
Training and professional development through HubSpot Trainer Certification
Client and internal team onboarding opportunities
Knowledge sharing and process optimization opportunities