CRM Strategist

The CRM Strategist reports to the Sr. Director, Strategy and is the primary architect responsible for leading high-complexity Hub Spot implementations. This is a highly technical role focused on the intersection of Revenue Operations (Rev Ops), Hub Spot systems architecture, and native integrations. 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 commitment to providing an incredible customer experience, including strong client communication and impactful client results. You will translate complex business requirements into scalable technical workflows and native integrations that drive measurable revenue growth.

• 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, high-complexity Hub Spot implementation projects, ensuring alignment with strategic and tactical business goals.
• Identify and recommend complementary services to expand scope; provide scoping, quotes, and direction for implementation.
• Stay informed on industry trends and Hub Spot’s competitive position to keep client strategies cutting-edge.

• Translate client and internal strategies into comprehensive Hub Spot solutions supporting 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.
• Own the strategy and configuration of native Hub Spot integrations (e.g., Salesforce, Microsoft Dynamics, Net Suite) with expertise in sync rules, field mapping, and conflict resolution.
• Revenue Engine Optimization:
  Design and implement data schema, custom objects, and property mapping aligned to the client’s Rev Ops strategy.
• Build and optimize revenue engine components including lead scoring, advanced attribution, and automated marketing-to-sales-to-service hand-off sequences. Build complex Rev Ops dashboards that demonstrate clear ROI to stakeholders.
• Data Governance:
  Implement data governance best practices including deduplication logic and hygiene standards to maintain Hub Spot as a reliable single source of truth.
• Provide training to clients and internal teams on how to use their customized Hub Spot instance effectively; offer ongoing support and troubleshooting assistance.
• Obtain your Hub Spot Trainer Certification and help onboard clients to the platform.
• Configure Hub Spot instances from the ground up, including custom objects, property mapping, and data schema aligned to client specifications
• Translate business requirements into scalable Hub Spot configurations that support the full customer lifecycle
• Business Process Mapping:
  Conduct technical discovery to map "Current State" vs. "Future State" processes, identifying technical bottlenecks in the revenue funnel.

• Guide and mentor CRM Specialists and support Marketing Strategists on complex projects.
• Collaborate cross-functionally to align CRM solutions with broader business objectives.
• Champion knowledge sharing and process optimization within the team.

• Monitor and manage project budgets and scope; track and meet effective billing rate (E ) goals.
• Work with the internal Smart Bug team to ensure quality work is delivered to…