NEXA is looking for a CRM Specialist to join our CRM team. This is a role for a potential candidate who has technical experience in the setup, maintenance, and optimisation of the HubSpot CRM system. In this role you will be implementing and optimising HubSpot CRM solutions for clients across different industries, based on clear solution designs and project briefs, and contributing ideas to improve performance over time.
To qualify for this role, you should be comfortable with meeting tight deadlines, maintaining high standards of quality and working in a fast-paced environment. You are proactive in using AI tools (beyond ChatGPT, Gemini, Claude or similar) in your day-to-day work to speed up delivery, improve quality and enhance the impact of your solutions.
We are on the hunt for a highly organised professional with an unwavering focus on detail, exceptional communication skills, and a positive, results-driven attitude. Following instruction with precision is second nature to you, as you align seamlessly with NEXA's protocols, directions and culture. You demonstrate a strong team-work attitude, consideration, and a willingness to go the extra mile to deliver quality work in the CRM sphere.
Key Responsibilities
1. Implementation & Data
- Configure HubSpot (objects, properties, pipelines, workflows, emails, forms, reports) according to solution designs and project briefs.
- Clean, prepare and import data; maintain accurate, de-duplicated records.
- Set up accounts to support Sales, Marketing and Service teams processes and KPIs.
2. Automation, Reporting & AI
- Build and maintain workflows, campaigns and other automation to support client goals.
- Create dashboards and reports to track key performance metrics.
- Use NEXA AI Lab and other approved AI tools in day-to-day work (configuration support, documentation, QA, analysis, optimisation).
3. Training, Support & Retainers
- Assist senior team members with demos, training sessions and onboarding handovers.
- Provide technical support on HubSpot for client users and help resolve portal issues.
- Contribute to ongoing improvements and monthly/quarterly optimisation work for retainers.
4. Quality Assurance & Documentation
- Perform thorough self-QA on all builds before CRM Manager review, testing real-world scenarios and edge cases.
- Log QA status and findings in project trackers and resolve issues promptly.
- Keep configuration notes, change logs and task statuses up to date so the wider team has clear visibility.
Required Skills
- Ability to independently and confidently set up the HubSpot CRM for clients.
- Ability to actively listen to and understand a client's business goals, challenges, and desired outcomes.
- Ability to aid senior members of the team in conducting training and demos for clients with the knowledge about how to use HubSpot effectively.
- Ability to independently monitor progress, address issues, and offer support to help clients maximise their ROI from HubSpot.
- Ability to be proactive in picking up HubSpot knowledge and applying critical thinking/problem-solving skills to manage basic HubSpot implementations.
- Proactive use of AI tools (e.g. HubSpot AI, AI assistants, NEXA AI Lab tools) to support configuration, documentation, QA and optimisation tasks.
- Comfortable experimenting with new AI-driven features and incorporating them into day-to-day workflows.
Required Qualifications:
- Minimum of 2 years of experience (preferably at an agency).
- Bachelor's degree or higher in a related field.
- Solid understanding of HubSpot CRM and its functionalities is a requirement for this role; including Sales, Marketing, and Service Hubs.
- Experience with other CRM systems in addition to HubSpot (Salesforce, MS Dynamics, Braze, Zoho, Odoo, Adobe Campaigns/Marketo) is a plus.
- Knowledge of developer tools, API integrations, and/or webhooks would be considered a plus.
- Proven ability to excel both independently and as part of a team.
- Excellent communication in English, both written and verbal, to convey technical information to non-technical users.
- Strong analytical and problem-solving skills.
- Attention to detail and a commitment to data accuracy.
- Ability to professionally interact with all staff and management members.
- Tech savviness and the ability to quickly and constantly learn new products and processes.
- Can manage simultaneous software implementations for multiple clients at the same time.
