CRM Strategist

The CRM Strategist reports to the Sr. Director and is the primary architect responsible for leading high-complexity HubSpot implementations. This is a highly technical role focused on the intersection of Revenue Operations (RevOps), HubSpot systems architecture, and native integrations.

While you will collaborate with an Account Manager (who owns the client relationship and retention), you are the technical lead responsible for designing, configuring, and optimizing the HubSpot ecosystem to power the full customer lifecycle. You will translate complex business requirements into scalable technical workflows and native integrations that drive measurable revenue growth.

What you’ll do

• Strategic Technical Design: Lead the architectural design of HubSpot instances, ensuring data schema, custom objects, and property mapping aligning with the client’s RevOps strategy.
• Native Integration Management: Own the strategy and configuration of native integrations within HubSpot (e.g., Salesforce, Microsoft Dynamics, NetSuite, etc.). You must understand the logic of sync rules, field mapping, and conflict resolution.
• Revenue Engine Optimization: Build lead scoring, advanced attribution, and automated hand-offs between Marketing, Sales, and Services.
• Data Governance: Implement and enforce data hygiene standards, deduplication logic, and governance frameworks to ensure the CRM remains a “single source of truth.”
• HubSpot Implementation & Configuration
• Business Process Mapping: Conduct technical discovery to map “Current State” vs. “Future State” processes, identifying technical bottlenecks in the revenue funnel.
• Reporting & Analytics: Build complex RevOps dashboards that demonstrate clear ROI to stakeholders.

• Technical Experience: Minimum 5 years of experience building complex solutions within the HubSpot platform.
• RevOps Expertise: Proven ability to design systems around revenue-driving processes (lead-to-cash, forecasting, and attribution).
• Analytical Skills: Strong ability to navigate complex business challenges and translate them into automated technical solutions.

SmartBug Media is one of the most respected names in the HubSpot ecosystem - and we’ve earned it.

We didn’t get here by accident. SmartBug has built a reputation that most agencies only aspire to: HubSpot North American Partner of the Year, a fully remote team of specialists who punch well above their weight, and a client base that doesn’t just hire us - they stay with us. That last part is the one we’re most proud of.

Remote by design and strategic by nature, we’ve never believed that great work requires a corner office or a campus cafeteria. What it requires is the right people, deeply aligned on outcomes, working with clients who trust them to deliver. That’s the culture we’ve built - one where expertise travels, relationships run deep, and the work speaks for itself.

We’re obsessed with client outcomes. Not vanity metrics. Not feel-good reports. Real, measurable growth that makes our clients look like heroes inside their own organizations. When SmartBug is in your corner, your team wins - and that’s exactly why our clients keep coming back.

We’re growing, our client portfolio is expanding, and the relationships we’ve built are stronger than ever. What we need next is a leader who understands that the hardest part of this business isn’t winning clients - it’s becoming so embedded in their success that leaving simply isn’t an option. If you’ve built that kind of loyalty before, if you know what it takes to transform a good client relationship into a decade-long partnership, and if you’re energized by the idea of architecting that function at scale - we want to meet you.