HubSpot Strategist

GeearRichmond, VA
Remote

About The Position

Geear is looking for an experienced HubSpot Account Strategist to support our growing client work. If you have deep expertise in HubSpot onboarding, account setup, data architecture, data mapping, and auditing complex accounts, we’d love to hear from you! Geear is currently operating 100% virtually and will continue to do so for the foreseeable future.

Requirements

  • Extensive experience working with HubSpot, particularly in onboarding and optimizing accounts for businesses.
  • Client-facing communication skills, able to translate technical solutions into clear, actionable recommendations.
  • Strong understanding of data architecture and mapping, ensuring seamless data flow and integrations within HubSpot.
  • Enjoy solving complex HubSpot challenges, including auditing and restructuring older accounts to maximize efficiency.
  • Highly organized, proactive, and able to manage multiple projects simultaneously.
  • 2-4 years hands-on HubSpot strategy and inbound marketing experience.
  • Strong understanding for getting inside the mind of the customer.
  • Skilled at making the complicated simple (coach and support customer).
  • Desire to stay abreast of HubSpot trends and knowledge, keeping up with Academy lessons and bootcamps.
  • Advanced knowledge of HubSpot Marketing Hub Software and CRM.
  • Working knowledge of HubSpot Sales Hub, Service Hub, and Data Hub.
  • Ability to analyze data to drive recommendations and decisions.
  • Creative, forward-thinking self-starter with an attention to detail and drive to produce consistent and quality work.
  • Superior written and verbal communications skills, coupled with highly developed interpersonal skills.
  • High EQ (emotional intelligence).
  • Highly organized with excellent time management skills.

Nice To Haves

  • Banking, credit union, or financial services experience.
  • Experience with HubSpot integrations (e.g., SMS tools, email marketing health tool integrations, other CRM integrations like Salesforce, Zoho, etc.), and data hygiene integration tools.

Responsibilities

  • Lead HubSpot onboarding for clients, ensuring a smooth setup and implementation process.
  • Configure and optimize HubSpot portals, including workflows, pipelines, lifecycle stages/lead scoring, lists and custom reports.
  • Conduct HubSpot audits, identifying inefficiencies and opportunities for improvement.
  • Map and structure CRM data architecture, ensuring data integrity and alignment with business goals.
  • Collaborate with the Client Success team to design and execute tailored HubSpot strategies.
  • Develop and deliver training to empower clients and the Client Success team for ongoing portal management.
  • Collaborate with Project Managers & Department leaders in developing & optimizing processes for repeatable HubSpot implementation.

Benefits

  • 4-day workweek (100/80/100 model).
  • Fully remote office with potential co-working membership coverage.
  • Group health, dental, vision and life insurance plans at a competitive cost.
  • 401k savings plan with employer match.
  • Student loan assistance plan.
  • $2000 home office and computer allowance.
  • $500 annual education stipend.
  • Unlimited paid time off.
  • Training and certification on inbound and digital marketing methods and platforms.
  • Clear track for career growth, increased responsibilities, and increased compensation.
  • Additional company bonus opportunities.
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