CRM Specialist

Clayton HubSpot Services is seeking a detail oriented and analytical HubSpot Specialist to support the integrity and effectiveness of our HubSpot ecosystem!

The HubSpot Specialist serves as the first point of contact for incoming HubSpot support requests. This role is responsible for reviewing requests, resolving approved in scope issues, ensuring alignment with established standards, and routing work appropriately based on governance, risk, and ownership requirements. The role also helps maintain consistency across client portals and protects system quality by preventing unclear, incomplete, or noncompliant work from moving forward. This position plays a critical role in protecting system quality by preventing unclear, inconsistent, or noncompliant work from moving forward.

Essential Duties and Responsibilities:

• Build, update, and maintain CRM assets, including workflows, properties, pipelines, lists, forms, dashboards, views, and related system configurations, in alignment with approved standards.
• Execute approved system changes, enhancement requests, and maintenance work submitted through the defined intake and ticketing process.
• Support and maintain work across multiple client portals, currently eight, while preserving consistency, accuracy, and adherence to established standards.
• Troubleshoot system issues, identify root causes, and resolve approved in-scope issues or route them for escalation when required.
• Perform data cleanup, imports, validation, deduplication, and maintenance tasks using established rules and procedures.
• Test completed work to confirm accuracy, expected behavior, and adherence to defined standards before release or handoff.
• Maintain consistency across client portals by following approved naming conventions, build patterns, system structures, and governance requirements.
• Document completed work, known issues, and relevant implementation details to support continuity, visibility, and handoff.
• Identify requests or changes that introduce risk or require governance, architecture, integration, or release approval and escalate appropriately.
• Partner with Clayton HubSpot Services leadership and support roles to ensure approved work is executed accurately and efficiently.

Qualifications

• Strong analytical skills and high attention to detail.
• Ability to translate business needs into clearly defined requirements.
• Comfortable working within a structured, governed system with defined boundaries.
• Clear and effective written communication skills.
• Ability to handle and prioritize multiple projects and fast-paced time-sensitive tasks at once.
• Ability to identify patterns, inconsistencies, and opportunities for improvement.
• Ability to travel within the U.S. to collaborate with colleagues, attend conferences or professional development workshops.

Education and/or Experience: A bachelor’s degree (B. A.) from four-year college or university preferred. 1-2 years of experience in business analytics, systems and user support and data management. Experience working in the HubSpot ecosystem preferred.

Computer Skills:

• Microsoft Office 365
• ERP software
• CRM software

Certificates, Licenses, Registrations:

• Valid state driver’s license in good standing
• Minimum state required automobile insurance.

Business Unit -

Mungo Homes