Senior HubSpot CRM Specialist

Key Responsibilities

• Implementation of the end-to-end customer lifecycle strategy across onboarding, engagement, retention, and win-back initiatives.
• Support the adoption of HubSpot across ColCap.
• Simplify and streamline workflows to reduce friction and improve team efficiencies.
• Making HubSpot intuitive for non-technical users.
• Create dashboards and build automations, lead routing, nurturing sequences, and lifecycle management.
• Set up and send email and SMS campaigns to our partner networks, in collaboration with our Copywriter, Head of Marketing, Product and Distribution teams.
• Ensure communications are timely, targeted, and aligned with broader marketing and business goals.
• Own reporting and maintain CRM hygiene while ensuring data is structured, reliable, and scalable.
  
  

About The Role

• Own the end-to-end customer lifecycle strategy across onboarding, engagement, retention, and win-back initiatives within HubSpot.
• Own the full Broker and Mortgage Manager lifecycle within HubSpot - onboarding, activation, and education.
• Build and optimise automated journeys using HubSpot, CXOne, and Microsoft tools.
• Ensure HubSpot becomes a growth driver by looking at opportunities to optimise.
  
  

The Ideal Candidate Will Have

3+ years hands-on experience with HubSpot CRM plus prior experience with other CRMs such as Marketo, Marketing Cloud Account Engagement (formerly known as Salesforce Pardot) and Microsoft Dynamic.

Proven ability to migrate and rebuild business processes in HubSpot CRM.

Strong track record of building workflows, automations, and dashboards.

Experience making HubSpot intuitive for non-technical users.

Understanding of HubSpot CRM data structure, hygiene, and lifecycle management.

Background of financial services (desirable).

Experience setting up and managing email and SMS campaigns.

Ability to manage multiple priorities.

Ability to work independently and collaboratively across multiple teams.

What Were Looking For

This role will suit someone who is:

A hands-on builder who enjoys solving problems and creating systems that scale.

Curious, collaborative, and committed to continuous improvement.

Comfortable working across teams and translating technical systems into intuitive tools.

Motivated by ownership, impact, and the opportunity to shape how CRM supports business growth.

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