Client Data Manager
About The Position
Blue & Co., LLC is seeking a Client Data Manager to own the strategy, optimization, and day-to-day execution of client data across HubSpot CRM, HubSpot Marketing Automation, and HubSync. The role is the firm’s primary HubSpot and HubSync administrator and supports reporting visibility, campaign execution, user adoption, CSAT programs, and continuous platform enhancement for marketing, business development, and client service teams. This is a hands-on role that shapes platform strategy and personally builds and executes solutions within the client data platforms. The role helps the firm use data, automation, and reporting to support growth, operational efficiency, and adoption across offices. The position is open to qualified candidates anywhere in the United States and may require up to 40% travel for training and user-adoption milestones.
Requirements
- Bachelor's degree in Marketing, Business, Information Systems, or a related field.
- 5 to 10 years of hands-on experience managing HubSpot CRM and marketing automation tools.
- Demonstrated hands-on experience building reports, dashboards, workflows, campaigns, and automation within HubSpot.
- Experience managing ticketing systems and operational workflows.
- Proven experience training users and driving adoption of CRM or marketing automation software.
- Strong understanding of CRM architecture, data management, and lifecycle strategy.
- Ability to translate business requirements into scalable CRM solutions.
- Experience conducting CSAT surveys to understand client service levels and client feedback on new and existing services.
- Strong analytical skills and ability to interpret and present performance data.
- Excellent project management skills and ability to manage multiple initiatives simultaneously.
- Excellent written and verbal communication skills.
- Willingness to travel up to 40% to Blue & Co. office locations for in-person training and adoption support.
- Authorization to work in the United States without current or future employer sponsorship.
Nice To Haves
- HubSpot certifications in Marketing Hub, Sales Hub, and Service Hub.
- Additional HubSpot certifications.
- 2 to 3 years of HubSync or similar CRM integration platform experience.
- Professional services industry experience, such as accounting, consulting, or legal.
- Experience integrating HubSpot with other business systems.
- Background in marketing operations or revenue operations.
- Experience supporting executive-level reporting and KPI development.
Responsibilities
- Build and deploy HubSpot marketing campaigns, including emails, landing pages, forms, lists, and workflows.
- Collaborate with the marketing team to translate strategy into executable automation programs.
- Own the HubSync integration and shared data service by monitoring sync health, resolving field mapping and data conflicts, and maintaining data integrity between HubSpot and HubSync.
- Develop lead nurturing workflows, segmentation strategies, business development pipelines and metrics, CSAT surveys and impact reports, and client data reporting.
- QA, test, and optimize automation; refine workflows based on performance data and user feedback.
- Design, build, and maintain executive-level dashboards and operational reports.
- Connect marketing activity to pipeline, revenue, engagement metrics, and ticket performance through reporting.
- Provide visibility into campaign performance, service line growth, geographic initiatives, and operational efficiency.
- Partner with firm leadership to deliver insights for strategic and resource allocation decisions.
- Serve as the primary administrator and subject matter expert for HubSpot CRM and Marketing Hub.
- Recommend and implement improvements to data structure, automation, lifecycle stages, lead routing, and system governance in collaboration with the data systems team.
- Maintain current system architecture and propose system consolidation or performance improvements.
- Identify opportunities to expand and optimize HubSpot as a firmwide business tool, including beta testing opportunities.
- Conduct in-person training at Blue & Co. offices and virtual sessions to improve adoption and engagement.
- Maintain role-specific training materials, documentation, and user guides.
- Support onboarding for new users and provide refresher training for existing teams.
- Monitor adoption metrics and implement strategies to improve platform utilization.
- Manage second-tier support for the firm's FreshWorks CRM ticketing system, ensuring timely routing, tracking, and resolution of requests.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
