About Sharesource:
We are a BCorp company whose purpose is to democratise opportunities for individuals from developing countries. With our brand and culture empowering our partners to attract and keep the most qualified members, we share the knowledge to unleash potential and grow scaling teams for Australian and Canadian businesses.
https://www.sharesource.com.au/
What are we looking for?
Drive meaningful growth at the heart of a leading Australian financial services and lending group. You’ll play a key role in unlocking the full potential of our CRM and automation platform. This role owns and drives the end-to-end customer and partner CRM lifecycle strategy using HubSpot, from onboarding and engagement through retention, churn reduction, and win-back. Reporting to the Head of Marketing, you’ll build and optimize systems from the ground up, working closely with product, tech, data, operations, and sales teams to deliver automation, efficiency, and an improved customer and partner experience across multiple brands. You’ll also execute email and SMS communications to customers and partners via HubSpot, ensuring campaigns are deployed effectively and aligned with business goals.
What are you expected to do?
- Drive impact every day: Own the end-to-end customer and partner lifecycle across onboarding, engagement, retention, and win-back initiatives.
- Be the architect of efficiency: Simplify workflows, build dashboards, automations, lead routing, nurturing sequences, and lifecycle management—making HubSpot intuitive for non-technical users.
- Lead campaigns that matter: Collaborate with our Copywriter, Head of Marketing, Product, and Distribution teams to set up timely, targeted email and SMS campaigns for our partner networks.
- Be data-driven: Maintain CRM hygiene, ensure structured and reliable data, and deliver insightful reporting to guide business decisions.
- Hands-on execution: You’ll be on the tools daily—building, testing, and optimizing automations while supporting Marketing, Product, Distribution, and Project functions.
- Make HubSpot a growth engine: Identify opportunities to optimize processes, enhance partner and customer experiences, and drive measurable business outcomes.
You’ll be a great fit if:
- You have 3+ years of hands-on experience with HubSpot CRM, with additional exposure to other CRMs such as Marketo, Marketing Cloud Account Engagement (Salesforce Pardot), or Microsoft Dynamics.
- You can confidently migrate and rebuild business processes in HubSpot, creating workflows, automations, and dashboards that drive efficiency and impact.
- You know how to make HubSpot intuitive for non-technical users, with a strong understanding of CRM data structure, hygiene, and lifecycle management.
- You have experience setting up and managing email and SMS campaigns, ideally with some exposure to financial services.
- You can manage multiple priorities, work independently, and collaborate seamlessly across teams.
- You are a hands-on builder, curious, and committed to continuous improvement.
- You thrive on ownership, solving problems, and creating scalable systems that shape how CRM supports business growth.
What you gain beyond the role:
- Remote + Hybrid Flexibility: Enjoy the best of both worlds—collaborative office days when it counts, balanced with the freedom to work from home.
- Achieve Work-Life Balance and Flexibility: Work in an environment where you’re trusted and empowered to work independently, while still having the support you need to deliver your best. Here, flexibility isn’t just a perk—it’s how we help you perform at your best, without sacrificing life outside of work.
- Open Culture: Your voice matters, we encourage proactive communication and fresh ideas.
- Supportive Team: From your very first day to every career milestone, we’ve got your back—with long-term growth and projects you can truly thrive in.
- Learn and Grow: Training, coaching, and international opportunities to level up your skills and career
- Be part of a B-Corp company that puts people and planet first while creating meaningful impact.
Please note: This role is remote/hybrid; however, we require candidates to be based locally in the Philippines. This is to support occasional onsite activities such as team events, client meetings, or equipment handover. Additionally, local residency is necessary for compliance with Philippines labor laws and employment regulations.
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Why work for Sharesource?
Our clients come from all walks of life and so do we. We hire hundreds of skillful individuals from a wide variety of backgrounds, genders, ages, and personalities to live out our diverse culture and make a positive impact on the world!
Our 5 Values:
- Make a social impact: We balance our work for client teams and for society by constantly making a positive impact.
- Be proactive: We encourage brave thinking and continuous improvement, and drive change through action.
- Create value: We create measurable values for our stakeholders: our teams, partners, suppliers, investors, and communities.
- Be fair, open and honest: We foster equality and inclusivity in a supportive environment that embraces diversity and celebrates achievements.
- Add fun, passion and love: We prioritise fun and passion, fostering higher engagement and a positive can-do attitude.
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What to Expect in the Process?
- You’ll go through 3–4 interviews plus a possible assessment with our client partner. This includes an initial chat, a culture-fit interview, and 1–2 conversations with our awesome client. The whole process usually takes 1–2 weeks, but we’ll let you know if things need to move quicker.
- Our best advice? Be yourself and enjoy the conversations. We’ll keep you updated every step of the way, and you’re always welcome to reach out for updates anytime.
- If all goes well, we’ll complete reference checks and requirements quickly—so we can get that job offer to you without delay.
We would be grateful if you have these already:
- Fit to Work/Health Card (Basic 5 employment medical tests)
- NBI Clearance
- Social IDs - PHIC, SSS, HDMF, TIN
- Character references with contact info
At Sharesource, we believe in the value of diversity and inclusion. We are committed to creating a diverse, respectful, and inclusive workplace, and we do not discriminate based on factors such as race, gender, religion, sexual orientation, or disability.