CRM & Marketing Automation Specialist

Manage the day-to-day administration of the HubSpot platform across Marketing, Sales, and Service Hubs, overseeing users, teams, permissions, pipelines, and lifecycle stages. Monitor data flowing between HubSpot, SAP, the website, and Repzio to ensure platform performance, troubleshooting issues as needed. Build and maintain lead-routing rules based on territory, geography, and account ownership, while creating dashboards and reports for sales leadership, marketing, and claims teams. Configure sales pipelines, tasks, notifications, and automated workflows for client relations and claims, identifying opportunities to reduce manual work through proactive road mapping. Create marketing workflows for onboarding, nurturing, and re-engagement, collaborating with email and content teams to design templates and integrate channels to track user behavior. Develop documentation, training materials, and user guides, ensuring customer data is managed according to privacy and security policies. Work during EST hours to align with corporate headquarters and support evolving business needs across North American operations.