CRM and Automation Manager

McGrew Equipment Company•Hanover, PA

4d•$65,000 - $75,000•Onsite

About The Position

McGrew Management Company is seeking a CRM and Automation Manager to lead the administration, optimization, and adoption of HubSpot across its businesses. The role supports Crownstone Equipment, McGrew Auction Company, and Iron Road Logistics by improving customer data management, automating follow-up and business processes, and delivering actionable reporting. It combines hands-on technical CRM expertise with translating business needs into practical solutions, employee support, and effective system use. The CRM and Automation Manager reports to the Vice President of Marketing and is the primary functional owner of HubSpot Marketing Hub and Sales Hub across the company's businesses. This hands-on individual contributor position has no direct reports at hire. It partners with Marketing, Sales, Operations, IT, and outside vendors to translate business needs into approved CRM configurations, workflows, integrations, and reporting solutions. Responsibilities include day-to-day HubSpot support, employee training, troubleshooting, user adoption, platform administration, and continuous improvement. This is a full-time, on-site position based primarily at the Penn Street office in Hanover, Pennsylvania, with travel to other company locations as needed. The position involves regular use of a computer and standard office equipment, communication with employees and business partners, and work in office and branch environments. Travel to company locations is required for meetings, training, and system support.

Requirements

At least three years of hands-on CRM administration experience, including substantial experience administering and optimizing HubSpot.
Advanced hands-on proficiency with HubSpot Marketing Hub and Sales Hub.
Demonstrated experience configuring and maintaining HubSpot workflows, properties, pipelines, permissions, segmentation, dashboards, and reports.
Experience supporting CRM implementations, integrations, data migrations or cleanup, testing, documentation, and end-user training.
Ability to translate business needs into clear requirements, practical workflows, and useful reports.
Strong analytical, troubleshooting, and problem-solving skills, with careful attention to data accuracy.
Strong customer service and communication skills, with the ability to assist employees with varying levels of technical experience.
Ability to explain technical information clearly and deliver effective employee training.
Strong organization, documentation, project coordination, and independent follow-through.
Ability to manage competing priorities, coordinate business owners and vendors, and handle confidential information with sound judgment.
A bachelor's degree in Marketing, Business, Information Systems, Analytics, Operations, or a related field is preferred; an equivalent combination of education and relevant experience will be considered.

Nice To Haves

Current HubSpot certifications supported by examples of systems personally built and maintained.
Experience supporting multiple brands or locations and coordinating implementation partners.
Experience in equipment dealerships, auctions, logistics, or other B2B businesses.
Working knowledge of APIs, middleware, HTML, CSS, email deliverability, communication preferences, and marketing attribution.
Experience with CRM governance, change management, user adoption, and data quality controls.
Familiarity with sales processes, lead lifecycle management, and marketing automation.
Experience troubleshooting integrations and coordinating technical vendors.
Familiarity with data privacy, consent management, and email deliverability best practices.

Responsibilities

Administer HubSpot Marketing Hub and Sales Hub, including users, permissions, properties, custom objects, pipelines, lifecycle stages, and approved configurations.
Maintain CRM standards, governance, and documentation to support consistent and reliable use across multiple businesses.
Work with Marketing and business leaders to understand approved customer journeys and translate engagement, follow-up, and handoff processes into CRM requirements.
Build, test, maintain, and troubleshoot automation for lead routing, nurture campaigns, customer re-engagement, sales follow-up, and internal handoffs.
Manage audience segments, enrollment rules, communication preferences, and suppression settings for approved automated communications.
Maintain CRM data quality through controlled imports, duplicate management, data corrections, routine reviews, and quality controls.
Coordinate integration requirements, field mappings, testing, and issue resolution for HubSpot and connected systems, including IntelliDealer and Auctic, in partnership with IT and outside vendors.
Build and maintain dashboards and reports for pipeline activity, lead response, follow-up, equipment acquisition, campaign performance, attribution, and customer engagement.
Work with business owners to define reporting measures, validate results against source data, explain reporting limitations, and recommend process improvements.
Monitor automation and integration performance, identify recurring issues, and coordinate resolution with appropriate stakeholders.
Serve as the primary HubSpot resource for employees across the company's businesses, providing timely assistance with daily questions, system issues, and workflow challenges.
Troubleshoot user access, data entry, record management, workflow behavior, reporting, and other common HubSpot issues; resolve issues directly when possible and escalate more complex technical issues as needed.
Train employees on HubSpot functionality, CRM processes, and approved workflows through onboarding, individual coaching, group training, and refresher sessions.
Develop and maintain user guides, training materials, FAQs, and other resources to help employees use HubSpot accurately and consistently.
Monitor user adoption and identify recurring training needs, process gaps, or system challenges; recommend improvements to increase employee effectiveness and CRM utilization.
Communicate system changes, new functionality, and updated processes to affected employees and provide support during implementation and rollout.
Maintain a prioritized list of CRM improvements with the Vice President of Marketing and coordinate approved changes, testing, documentation, and rollout.
Coordinate with the Marketing Manager on CRM setup, automation, testing, and reporting for approved campaigns.
Support evaluation and implementation of approved CRM and AI tools that improve customer processes or employee productivity.
Protect confidential information and follow company requirements for access, data handling, and production changes; pause faulty automation and escalate issues when needed.
Perform other duties as assigned.

Benefits

Comprehensive medical benefits for full-time employees
Dental insurance for full-time employees
Vision insurance for full-time employees
Life insurance for full-time employees
Disability insurance for full-time employees
401(k) retirement plan with company match
Paid holidays for full-time employees
Paid time off for full-time and part-time employees
Employee Assistance Program (EAP)
Exclusive employee discounts and access to a year-round employee merchandise store
Opportunities for career advancement
Supportive, team-oriented workplace culture
Investment in professional growth and recognition of employee contributions