CRM System Administrator

Location: Hybrid - remote with occasional travel to FI centres as and when required.

Reports to: Enterprise Applications Manager

Founded in 2007 First Intuition (FI) is an award-winning, UK-based provider of

predominantly accountancy training and apprenticeships. We currently have ~ 500 staff

based across 15 physical locations and remotely, but we continue to grow rapidly. In

April 2023, we secured investment from the private equity firm Apiary Capital who

continue to support us in our growth plans, including acquisitions of six First Intuition

franchises over the past two years.

This is an exciting opportunity to join First Intuition during a period of significant digital change, playing a central role in the adoption and rollout of our group CRM, Hub Spot.

The CRM System Administrator will be the day-to-day operational owner of Hub Spot, responsible for keeping the platform running smoothly, working with the team to drive successful adoption and continuously improving how the system is used across the organisation. Sitting within the Enterprise Application Services team and reporting to the Enterprise Applications Manager, you will work as a specialist administrator alongside colleagues who support our other core enterprise systems.

You will act as the second line point of resolution for Hub Spot, taking ownership of queries and issue that have been escalated to you. You will work closely with the analyst team to share knowledge and improve first-line resolution over time.

This is a hands-on specialist role, ideal for someone with strong Hub Spot (or comparable CRM) administration experience, who enjoys enabling others, solving problems and improving how systems are being used.

This is offered as a 12-month fixed term contract aligned with a key phase of our digital transformation programmes.

• Act as the day-to-day administrator for Hub Spot CRM, managing user administration, permissions, teams and access controls.
• Configure and maintain workflows, properties, pipelines, sequences, templates and automation to meet the needs of different business teams.
• Maintain data integrity within the CRM through routine housekeeping, monitoring and by supporting the agreed data quality standards.
• Maintain up-to-date configuration documentation, ensuring changes are recorded and best practices are followed.

• Act as second-line point of resolution for Hub Spot, taking ownership of queries and issues escalated by the Applications Analyst.
• Support the delivery of CRM adoption and enablement programmes, helping teams embed Hub Spot into their day-to-day ways of working.
• Contribute to and deliver training sessions and materials for all levels of skill and experience.

• Support the development, maintenance and troubleshooting of integrations between Hub Spot and other business systems.
• Assist with data imports, exports and routine data tasks.
• Help troubleshoot data flow and connectivity issues between Hub Spot and connected systems.
• Identify opportunities to streamline processes or procedures, introduce automations and improve efficiency for CRM users.
• Stay informed about Hub Spot releases and new features, recommending enhancements that add value to the business.
• Contribute to the wider Enterprise Applications team’s continuous improvement activity and share knowledge with colleagues.

• Demonstrable experience administrating Hub Spot Sales Hub Enterprise and/or Salesforce Sales Cloud, or a comparable CRM platform, in a business environment.
• Confident configuring CRM automations, properties, dashboards and user permissions.
• Experience resolving escalated user queries and issues within a support model, and delivering or contributing to end-user training.
• A strong focus on data quality and accuracy, with good attention to detail.
• Excellent communication skills, with the ability to explain technical concepts to non-technical colleagues.
• Well organised, with the ability to manage multiple priorities and work independently as well as part of a team.
• Comfortable working with data, such as…