CRM Optimization Manager
Discover Mintz Group
At Mintz Group, we specialize in uncovering the truth. For over 30 years, we have provided top-tier investigative services to help our clients make informed decisions, mitigate risks, and seize opportunities. Our services span corporate risk advisory, executive diligence and litigation support, conducted by a dedicated team of over 250 investigators across 12 offices worldwide. Why Join Us? Global Impact:
Work with a firm that conducts over 10,000 investigations annually in more than 130 countries, making a significant impact on a global scale.
Expert Team:
Join a team of professionals who are leaders in the field, bringing together diverse expertise across industries.
Growth Opportunities:
Be part of a dynamic environment that offers continuous learning and career advancement opportunities.
Innovative Culture:
Thrive in a culture that encourages innovation, excellence, and collaboration, ensuring that we stay ahead in the industry.
Be part of a firm that is dedicated to delivering factual, reliable, and actionable intelligence, contributing to the success and security of our clients. What’s This Job Is About? We’re seeking a CRM Optimization Manager to join our team. This critical role focuses on designing, overseeing, and optimizing the integrity, quality, and utility of our Customer Relationship Management (CRM) platform, with a strong emphasis on HubSpot. As a key team member, you will ensure our data are accurate, reliable, and actionable, driving smarter business decisions, growing client relationships, helping us to win business and enhancing operational efficiency. The role requires a blend of technical expertise and process improvement skills to promote and maintain a culture of data accuracy across the organization. What are Your Key Responsibilities? Data Governance & Quality Management: Develop and enforce data quality standards, policies, and procedures to ensure data accuracy, consistency, and reliability within HubSpot. Devise and implement data validation, enrichment processes and automation to maintain clean, actionable data. Regularly audit CRM data to identify and resolve inaccuracies, duplicates, or inconsistencies.
CRM Optimization: Collaborate with sales, marketing, operations, and consulting teams to configure HubSpot to meet business needs, from developing dashboards and pipelines to tracking client engagement. Manage workflows, pipelines, and integrations to optimize data flow and usability. Recommend and implement enhancements or upgrades to improve HubSpot performance and user experience. Work closely with marketing team on outreach campaigns to measure effectiveness (e.g. conversion rates, ROI, lead sources). Cooperate with marketing in optimizing our website to support lead generation and overall effectiveness.
Reporting & Insights: Design and maintain dashboards and reports to provide actionable insights for stakeholders. Ensure data integrity in analytics and reporting, validating key metrics to support decision-making.
Training & Leadership: Train team members on HubSpot best practices, data entry standards, and reporting tools. Serve as the primary point of contact for all HubSpot-related inquiries and issues. Lead data integrity initiatives and explore innovative technologies to improve data processes.
Compliance & Security: Ensure compliance with data protection regulations (e.g., GDPR, CCPA) and company data policies. Partner with IT and Legal teams to safeguard sensitive customer and business information.
What Makes You a Great Fit: Experience:
5+ years of experience in data governance, data management, or CRM administration, with a strong preference for HubSpot expertise.
Problem-Solving:
Proven track record of solving complex data challenges and managing CRM systems in professional services or B2B environments.
Technical Proficiency:
Proficiency in data reporting tools such as Excel, Power BI, Tableau, and SQL.
System Knowledge:
Familiarity with CRM integrations, APIs, and automation tools; HubSpot certifications preferred.
Attention to Detail:
High level of accuracy in managing and validating data to support business decision-making.
Data Analysis:
Demonstrated ability to audit and synthesize data into actionable insights.
Training Skills:
Excellent ability to train and guide team members on CRM best practices and data reporting tools.
Collaboration:
Strong interpersonal skills to collaborate effectively across departments and stakeholders.
Education:
Bachelor’s degree in Data Science, Information Systems, Business Administration, Marketing, or a related field.
Adaptability:
Proven ability to manage multiple priorities and implement process improvements in dynamic environments.
Certification:
HubSpot Admin or Reporting Certification is an advantage.
Marketing Knowledge:
Knowledge of marketing automation, lead generation and lead scoring processes, as well as compliance regulations.
Project Management:
Strong project management skills with a strategic, results-driven mindset.
Ready to Join Us? Our ideal candidate will bring deep expertise in CRM management, data governance, and HubSpot optimization, combined with a passion for accuracy and process improvement. If you thrive in a data-driven environment where your efforts directly impact business growth and operational excellence, we’d love to hear from you. This role involves a hybrid work setup, and candidates are required to work in London, New York City or Washington DC. Why You'll Love Working With Us
We offer competitive benefits in both the US and UK, including comprehensive medical coverage, parental leave and a generous PTO policy to support your well-being. Our Commitments As An Employer
Mintz Group is committed to providing equal employment opportunities to all individuals. We do not discriminate against any applicant or employee based on gender, transgender status, race, color, religion, marital status, pregnancy, national or ethnic origin, ancestry, citizenship, sexual orientation, age, veteran status, genetic information, mental or physical disability (unless such disability is a bona fide occupational qualification), gender identity or expression, or any other characteristic protected by federal, state, or local law. Our policy of equal employment opportunity applies to all aspects of the employment relationship, including recruitment, hiring, promotion, transfer, training opportunities, termination, wage and salary administration, and the application of benefit plans and company policies.
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Discover Mintz Group
At Mintz Group, we specialize in uncovering the truth. For over 30 years, we have provided top-tier investigative services to help our clients make informed decisions, mitigate risks, and seize opportunities. Our services span corporate risk advisory, executive diligence and litigation support, conducted by a dedicated team of over 250 investigators across 12 offices worldwide. Why Join Us? Global Impact:
Work with a firm that conducts over 10,000 investigations annually in more than 130 countries, making a significant impact on a global scale.
Expert Team:
Join a team of professionals who are leaders in the field, bringing together diverse expertise across industries.
Growth Opportunities:
Be part of a dynamic environment that offers continuous learning and career advancement opportunities.
Innovative Culture:
Thrive in a culture that encourages innovation, excellence, and collaboration, ensuring that we stay ahead in the industry.
Be part of a firm that is dedicated to delivering factual, reliable, and actionable intelligence, contributing to the success and security of our clients. What’s This Job Is About? We’re seeking a CRM Optimization Manager to join our team. This critical role focuses on designing, overseeing, and optimizing the integrity, quality, and utility of our Customer Relationship Management (CRM) platform, with a strong emphasis on HubSpot. As a key team member, you will ensure our data are accurate, reliable, and actionable, driving smarter business decisions, growing client relationships, helping us to win business and enhancing operational efficiency. The role requires a blend of technical expertise and process improvement skills to promote and maintain a culture of data accuracy across the organization. What are Your Key Responsibilities? Data Governance & Quality Management: Develop and enforce data quality standards, policies, and procedures to ensure data accuracy, consistency, and reliability within HubSpot. Devise and implement data validation, enrichment processes and automation to maintain clean, actionable data. Regularly audit CRM data to identify and resolve inaccuracies, duplicates, or inconsistencies.
CRM Optimization: Collaborate with sales, marketing, operations, and consulting teams to configure HubSpot to meet business needs, from developing dashboards and pipelines to tracking client engagement. Manage workflows, pipelines, and integrations to optimize data flow and usability. Recommend and implement enhancements or upgrades to improve HubSpot performance and user experience. Work closely with marketing team on outreach campaigns to measure effectiveness (e.g. conversion rates, ROI, lead sources). Cooperate with marketing in optimizing our website to support lead generation and overall effectiveness.
Reporting & Insights: Design and maintain dashboards and reports to provide actionable insights for stakeholders. Ensure data integrity in analytics and reporting, validating key metrics to support decision-making.
Training & Leadership: Train team members on HubSpot best practices, data entry standards, and reporting tools. Serve as the primary point of contact for all HubSpot-related inquiries and issues. Lead data integrity initiatives and explore innovative technologies to improve data processes.
Compliance & Security: Ensure compliance with data protection regulations (e.g., GDPR, CCPA) and company data policies. Partner with IT and Legal teams to safeguard sensitive customer and business information.
What Makes You a Great Fit: Experience:
5+ years of experience in data governance, data management, or CRM administration, with a strong preference for HubSpot expertise.
Problem-Solving:
Proven track record of solving complex data challenges and managing CRM systems in professional services or B2B environments.
Technical Proficiency:
Proficiency in data reporting tools such as Excel, Power BI, Tableau, and SQL.
System Knowledge:
Familiarity with CRM integrations, APIs, and automation tools; HubSpot certifications preferred.
Attention to Detail:
High level of accuracy in managing and validating data to support business decision-making.
Data Analysis:
Demonstrated ability to audit and synthesize data into actionable insights.
Training Skills:
Excellent ability to train and guide team members on CRM best practices and data reporting tools.
Collaboration:
Strong interpersonal skills to collaborate effectively across departments and stakeholders.
Education:
Bachelor’s degree in Data Science, Information Systems, Business Administration, Marketing, or a related field.
Adaptability:
Proven ability to manage multiple priorities and implement process improvements in dynamic environments.
Certification:
HubSpot Admin or Reporting Certification is an advantage.
Marketing Knowledge:
Knowledge of marketing automation, lead generation and lead scoring processes, as well as compliance regulations.
Project Management:
Strong project management skills with a strategic, results-driven mindset.
Ready to Join Us? Our ideal candidate will bring deep expertise in CRM management, data governance, and HubSpot optimization, combined with a passion for accuracy and process improvement. If you thrive in a data-driven environment where your efforts directly impact business growth and operational excellence, we’d love to hear from you. This role involves a hybrid work setup, and candidates are required to work in London, New York City or Washington DC. Why You'll Love Working With Us
We offer competitive benefits in both the US and UK, including comprehensive medical coverage, parental leave and a generous PTO policy to support your well-being. Our Commitments As An Employer
Mintz Group is committed to providing equal employment opportunities to all individuals. We do not discriminate against any applicant or employee based on gender, transgender status, race, color, religion, marital status, pregnancy, national or ethnic origin, ancestry, citizenship, sexual orientation, age, veteran status, genetic information, mental or physical disability (unless such disability is a bona fide occupational qualification), gender identity or expression, or any other characteristic protected by federal, state, or local law. Our policy of equal employment opportunity applies to all aspects of the employment relationship, including recruitment, hiring, promotion, transfer, training opportunities, termination, wage and salary administration, and the application of benefit plans and company policies.
#J-18808-Ljbffr
