About the job
Join our dynamic team as a HubSpot CRM Lead in the Private Equity Real Estate sector. This pivotal role will empower you to manage the firm’s essential data architecture while transforming intricate data into strategic business insights. You will take complete ownership of the HubSpot CRM, delivering performance insights for both marketing and sales, and crafting operational analytics to bolster our Investment Management team.
Key Responsibilities
- HubSpot CRM Administration & Automation:
- Oversee all aspects of HubSpot, including field management, workflows, data integrity, permissions, automation, and reporting.
- Design and maintain analytical dashboards for sales leadership, focusing on conversion funnels, cycle times, velocity by persona, and cost per close.
- Partner with commercial teams to implement CRM-based automation that enhances pipeline efficiency and scalability.
- Adapt the HubSpot infrastructure as new offerings, personas, and workflows develop.
- Marketing & Sales Performance Insights:
- Analyze data from CRM, advertising channels, campaigns, and team activities to identify and profile high-value investor personas.
- Determine which leads convert more swiftly, yield higher investments, and necessitate less sales effort.
- Deliver weekly and monthly performance insights to refine marketing expenditures and optimize outbound sales strategies.
- Asset Management Data & Operational Analytics:
- Extract and standardize data from property management platforms such as AppFolio and ResMan.
- Create dashboards that visualize key property metrics, including leasing outcomes, rent growth, delinquency rates, and occupancy levels.
- Automate reporting workflows to enhance staff efficiency and promote data transparency across the organization.

