CRM Strategist

The posting, as Smartbug Media wrote it

SmartBug Media is one of the most respected names in the HubSpot ecosystem — and we've earned it.

We didn't get here by accident. SmartBug has built a reputation that most agencies only aspire to: HubSpot North American Partner of the Year, a fully remote team of specialists who punch well above their weight, and a client base that doesn't just hire us — they stay with us. That last part is the one we're most proud of.

Remote by design and strategic by nature, we've never believed that great work requires a corner office or a campus cafeteria. What it requires is the right people, deeply aligned on outcomes, working with clients who trust them to deliver. That's the culture we've built — one where expertise travels, relationships run deep, and the work speaks for itself.

We're obsessed with client outcomes. Not vanity metrics. Not feel-good reports. Real, measurable growth that makes our clients look like heroes inside their own organizations. When SmartBug is in your corner, your team wins — and that's exactly why our clients keep coming back.

We're growing, our client portfolio is expanding, and the relationships we've built are stronger than ever. What we need next is a leader who understands that the hardest part of this business isn't winning clients — it's becoming so embedded in their success that leaving simply isn't an option. If you've built that kind of loyalty before, if you know what it takes to transform a good client relationship into a decade-long partnership, and if you're energized by the idea of architecting that function at scale — we want to meet you.

About the role
The CRM Strategist reports to the Sr. Director, Strategy and is the primary architect responsible for leading high-complexity HubSpot implementations. This is a highly technical role focused on the intersection of Revenue Operations (RevOps), HubSpot systems architecture, and native integrations. You are the face of SmartBug and the first impression of the company to our customers — you should be adept at building relationships and trust with senior-level clients.
To succeed in this role, you must be an engaged professional with unwavering commitment to providing an incredible customer experience, including strong client communication and impactful client results. You will translate complex business requirements into scalable technical workflows and native integrations that drive measurable revenue growth.
As a CRM Strategist, you will be measured on delivering the following:

• Client satisfaction (results, retention, awards, reviews, referenceable clients)
• Customer growth and profitability
• Client effective billing rates (EBRs)
• Out-of-scope revenue attainment
• Setting and achieving SMART client goals
• Timely strategy delivery
• Individual utilization rates that meet company goals

What you'll do
Client Success

• Lead large-scale, high-complexity HubSpot implementation projects, ensuring alignment with strategic and tactical business goals.
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[…]
ps Expertise: Proven ability to design systems around revenue-driving processes (lead-to-cash, forecasting, and attribution).

• Integration Fluency: Deep understanding of how HubSpot integrates natively with external tech stacks and the ability to manage complex data syncs.
• AI and AEO expertise: Hands-on experience deploying HubSpot AI agents in production, and a working knowledge of AEO, including how AI engines select and cite sources
• Understanding of complementary technologies clients may use within the HubSpot ecosystem.
• Analytical Skills: Strong ability to navigate complex business challenges and translate them into automated technical solutions.
• Exceptional communication, presentation, and interpersonal skills.
• High level of organization, attention to detail, and ability to manage multiple priorities.
• Demonstrated ability to ensure high client satisfaction while adhering to SmartBug values.
• High level of integrity, work ethic, and professionalism; passion for client success.
• Experience working remotely in a similar role strongly preferred.
• HubSpot Trainer Certification : HubSpot Marketing Software, Sales Software, Service Hub, and Revenue Operations Certifications.

Preferred Qualifications

• Bachelor's Degree in Marketing, Business, Information Systems, or a related field.
• Additional HubSpot certifications (e.g., HubSpot Solutions Architect, Revenue Operations, or Marketing Hub Implementation).
• Experience working within a HubSpot Partner agency environment.
• Familiarity with CRM migration projects, including data mapping and clean data transfer from legacy systems.
• Exposure to complementary RevOps tools such as Gong, Outreach, Zapier, or data enrichment platforms like Clearbit or ZoomInfo.
• Experience with project management methodologies and tools (e.g., Agile, Scrum, or platforms like Teamwork or Asana).
• Ability to create technical documentation including SOPs, data dictionaries, and system architecture diagrams.