Harper James

CRM Manager

Harper James

full-time

Posted on:

Location Type: Hybrid

Location: Sheffield • United Kingdom

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Salary

💰 £40,000 - £50,000 per year

About the role

  • Act as the firm’s HubSpot subject matter expert, owning day-to-day administration, configuration and optimisation of the platform.
  • Design, maintain and improve reports, pipelines, workflows, automations, forms and dashboards aligned to firm processes.
  • Work with the Business Development team to support lead management, client onboarding and account management workflows.
  • Ensure high-quality data management, including data integrity, reporting accuracy and GDPR compliance.
  • Develop and maintain management dashboards and KPIs to support decision-making and performance tracking.
  • Support integration between HubSpot and other firm systems, working with internal IT and external suppliers where required.
  • Provide training, guidance and documentation to users across the firm to drive adoption and best practice.
  • Identify opportunities to streamline processes and improve the client experience through automation and improved CRM usage.
  • Support change initiatives involving the CRM, including new features, process changes and system rollouts.
  • Support user onboarding, training, and best practices.
  • Stay up to date with HubSpot features and recommend improvements proactively.

Requirements

  • Proven experience managing HubSpot CRM (Marketing Hub, Sales Hub, or Service Hub)
  • Strong understanding of lifecycle management and CRM architecture, data models, and automation logic
  • Strong understanding of sales pipelines, optimisation of leads and using data to optimise conversion
  • Experience with workflows, custom properties, lists, and reporting
  • Ability to translate business requirements into technical solutions
  • Strong analytical mindset and attention to detail
  • Excellent communication and stakeholder management skills
  • Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, data modelling and data validation.
  • Nice to Have: HubSpot certifications, Experience with Revenue Operations or CRM migrations, Knowledge of APIs, webhooks, or custom integrations, Experience in B2B / SaaS / high-growth environments.
Benefits
  • 33 days holiday, including public holidays.
  • Option to buy up to 5 holiday days a year.
  • Private Healthcare.
  • Death in service benefit.
  • Access to our electric car scheme.
  • Discounted gym memberships, access to retailer discounts, team socials and more!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
HubSpot CRMdata managementreportingworkflowsautomationMicrosoft Exceldata modellingdata validationsales pipelineslifecycle management
Soft Skills
analytical mindsetattention to detailcommunicationstakeholder managementtrainingguidanceprocess improvementbest practicesuser onboardingchange management
Certifications
HubSpot certifications