CRM Strategist

CRM Strategist

Smart Bug Media is the most decorated Hub Spot agency, recognized as a leader in crafting digital solutions that empower organizations to thrive across the entire customer lifecycle. From marketing and sales to revenue operations, customer success, and e-commerce, we combine sound strategies, cutting‑edge AI, and digital innovation to deliver solutions that de‑risk the future and drive sustainable growth.

With a fully remote team of over 250 professionals, we excel at creating intelligent web and digital ecosystems from corporate websites to complex web applications seamlessly integrated with AI‑powered solutions. By aligning Smart Bug's expertise with our clients' unique business realities, we build scalable, innovative tools that become engines for growth, setting the course for long‑term success.

The CRM Strategist will report to the Sr. Director, Client Operations and is responsible for leading large‑scale Hub Spot implementation projects and delivering strategic, high‑impact CRM solutions for our clients. You will leverage your deep expertise in Hub Spot to design, configure, and optimize platforms that enhance the full customer lifecycle, spanning marketing, sales, customer success, and operations. You are the face of Smart Bug and the first impression of the company to our customers;

you should be adept at building relationships and trust with senior‑level clients.

To succeed in this role, you must be an engaged professional with unwavering requirements for providing an incredible customer experience, including strong client communication and impactful client results.

As an CRM Strategist, you will be measured on delivering the following :

Client satisfaction (results, retention, awards, reviews, referenceable clients)

Customer growth and profitability

Client effective billing rates (EBRs)

Out‑of‑scope revenue attainment

Setting and achieving SMART client goals

Timely strategy delivery

Individual utilization rates that meet company goals

• Lead large‑scale Hub Spot implementation projects for clients, ensuring alignment with strategic and tactical business goals.
• Address client feedback and concerns promptly
• Ensure your clients see Smart Bug as an indispensable partner in their growth, and that each receives a 5‑star customer experience as measured by being the highest‑rated partner on the Hub Spot partner directoryyour clients should be happy to be a reference
• Deliver consistent, world‑class quality across all customer lifecycle strategies and implementations (marketing, sales, customer success, operations)
• Have a strong understanding of strategic opportunities to expand project scope; identify and recommend additional and complementary services to help meet client needs and goals; provide scoping, quotes and direction for implementation
• Stay informed about the latest industry trends, market developments, competitive landscape, and Hub Spot's competitive position to ensure the clients' strategies remain cutting‑edge and effective
• Hub Spot Onboarding and Configuration
• Translate client and internal strategies into comprehensive Hub Spot solutions that support marketing, sales, customer success, and operational workflows.
• Provide intermediate to advanced configuration of Hub Spot Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub, and Hub Spot AI.
• Ability to understand and map business processes, including but not limited to :
  Analysis of current processes (current state), definition and creation of future state, and recommend structural improvements.
• Develop and generate comprehensive Hub Spot reports to track and communicate client goal progress as it relates to their Hub Spot instance
• Understanding of various tech stacks and how to integrate with Hub Spot via native, third‑party, or custom integrations (note you will not be responsible for custom integration strategy nor execution)
• Ensure Hub Spot configuration meets client meets demonstrating ROI for your clients should be your North Star
• Ensure accurate and clean data within Hub Spot by implementing data governance best practices
• Provide training to the client and internal team on how to use their customized Hub…