Key Responsibilities:  

• Implementation of the end-to-end customer lifecycle strategy across onboarding, engagement, retention, and win-back initiatives.  
• Support the adoption of HubSpot across ColCap.  
• Simplify and streamline workflows to reduce friction and improve team efficiencies. 
• Making HubSpot intuitive for non-technical users.  
• Create dashboards and build automations, lead routing, nurturing sequences, and lifecycle management. 
• Set up and send email and SMS campaigns to our partner networks, in collaboration with our Copywriter, Head of Marketing, Product and Distribution teams. 
• Ensure communications are timely, targeted, and aligned with broader marketing and business goals. 
• Own reporting and maintain CRM hygiene while ensuring data is structured, reliable, and scalable. 

About The Role 

• Own the end-to-end customer lifecycle strategy across onboarding, engagement, retention, and win-back initiatives within HubSpot. 
• Own the full Broker and Mortgage Manager lifecycle within HubSpot - onboarding, activation, and education. 
• Build and optimise automated journeys using HubSpot, CXOne, and Microsoft tools. 
• Ensure HubSpot becomes a growth driver by looking at opportunities to optimise. 

The ideal candidate will have:  

• 3+ years hands-on experience with HubSpot CRM plus prior experience with other CRMs such as Marketo, Marketing Cloud Account Engagement (formerly known as Salesforce Pardot) and Microsoft Dynamic. 

• Proven ability to migrate and rebuild business processes in HubSpot CRM. 

• Strong track record of building workflows, automations, and dashboards. 

• Experience making HubSpot intuitive for non-technical users. 

• Understanding of HubSpot CRM data structure, hygiene, and lifecycle management. 

• Background of financial services (desirable). 

• Experience setting up and managing email and SMS campaigns. 

• Ability to manage multiple priorities. 

• Ability to work independently and collaboratively across multiple teams. 

What We’re Looking For 

This role will suit someone who is: 

• A hands-on builder who enjoys solving problems and creating systems that scale. 

• Curious, collaborative, and committed to continuous improvement. 

• Comfortable working across teams and translating technical systems into intuitive tools. 

• Motivated by ownership, impact, and the opportunity to shape how CRM supports business growth.