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CRM Automation Specialist | 4771

Location: Philippines
Job Category: Customer Support

Job Description:

• Configure and optimize HubSpot workflows, pipelines, and automation triggers for marketing and retention campaigns.

• Build and manage customer segmentation, contact data syncing, and data hygiene processes.

• Execute data mapping, custom property configuration, and tagging structures across HubSpot hubs.

• Maintain and enhance lifecycle automation workflows and engagement sequences.

• Integrate and manage third-party tools (SMS gateways, email systems, APIs) within HubSpot.

• Support two-way system integrations and ensure stable data synchronization across platforms.

• Troubleshoot workflow failures, sync errors, and integration issues.

• Ensure system reliability across CRM architecture and connected tools.

• Develop dashboards and reports to track campaign performance and ROI.

• Monitor email nurture sequences and implement A/B testing improvements.

• Analyze CRM data to identify trends, gaps, and optimization opportunities.

• Ensure accurate data tracking across the HubSpot ecosystem.

• Troubleshoot technical discrepancies in workflows, integrations, and data structures.

• Ensure proper functioning of CRM architecture, automation systems, and database logic.

• Maintain documentation for configurations, workflows, and system processes.

• Collaborate with internal teams to improve CRM efficiency and scalability.

• Work closely with retention, marketing, and leadership teams to align CRM strategy.

• Translate business requirements into technical CRM configurations.

• Support continuous improvement of CRM systems and automation processes.

• Ensure alignment between CRM architecture and business goals

Qualifications:

• Experience with marketing automation, segmentation, and lifecycle campaigns.

• Demonstrates strong understanding of CRM architecture, workflows, and data structures.

• Knowledge of data mapping, custom properties, and relational data concepts.

• Demonstrates strong analytical and troubleshooting skills with attention to system performance.

• Clear and coherent both written and verbal communication skills in English. .

Screening Criteria:

• Bachelor’s degree in a related field or diploma or an equivalent combination of education and related work experience.

• Minimum of two (2) years of experience in HubSpot CRM configuration, automation, or similar CRM systems.

• Experience with CRM reporting and dashboard creation.

• Experience integrating third-party tools (APIs, SMS, email systems, or similar platforms).

• Must have stable employment history.