HubSpot CRM Specialist

We’re hiring a HubSpot Specialist to take full ownership of the CRM platform and drive the alignment of Sales and Marketing operations.

Key Responsibilities

• Own and administer HubSpot CRM (Marketing, Sales, Service, Operations Hubs).
• Manage sales funnel & deal pipeline end-to-end, delivering actionable insights.
• Design and execute marketing automation workflows and email campaigns.
• Build custom dashboards, reports, and attribution models.
• Develop and manage API integrations with internal systems and enrichment tools.
• Train and enable stakeholders on CRM best practices.
• Apply AI tools to accelerate enrichment, automation, and reporting.
  
  

Requirements

• 4+ years of hands-on HubSpot CRM experience.
• Proven expertise in email marketing (segmentation, personalization, A/B testing, analytics).
• 2+ years working with HubSpot APIs and custom integrations.
• Practical experience applying AI tools in CRM/marketing workflows.
• HubSpot certifications: Inbound Marketing, Marketing Software, plus one of Revenue Ops/CRM/API.
• Strong analytical, collaborative, and client-first mindset
  
  

The Family Office is an independent wealth management firm offering customized investment solutions in alternative asset classes, including private equity, private debt, and real estate. Serving high-net-worth individuals and families, we provide tailored strategies to address unique financial needs with a focus on transparency, diversification, and long-term value.

With a commitment to excellence and decades of expertise, The Family Office helps clients preserve and grow their wealth across generations.