CRM Analyst (HubSpot) (George Onsite) at Datafin Recruitment

ENVIRONMENT:

• PLAY a pivotal part in reducing call centre reliance and driving sustainable online growth by using data-led decision-making and marketing automation to enable seamless customer journeys as the next CRM Analyst wanted by one of South Africa’s fastest-growing FinTech brands.
• You will drive the performance and adoption of HubSpot as a best-in-class CRM platform that enables targeted, efficient, and scalable communication across the customer lifecycle.
• Working across business units, you will also help to build intelligent workflows, automate engagement, and ensure CRM efforts directly contribute to acquisition, retention, and revenue growth.
• You will need 3 years’ experience in a similar role with a demonstrated ability to manage and optimise CRM platforms with a focus on HubSpot, able to manage projects from idea to launch with minimal oversight & have knowledge of POPIA, GDPR, or similar privacy legislation.

DUTIES:

CRM Strategy & HubSpot Management –

• Own the day-to-day management and long-term optimisation of the HubSpot CRM system.
• Build and refine lifecycle marketing workflows across acquisition, onboarding, engagement, and reactivation.
• Design and implement CRM automation strategies that scale with the business.
• Partner with Marketing, Sales, and Servicing to ensure HubSpot is embedded in all key customer touchpoints.

Data Analysis & Campaign Performance –

• Track and analyse CRM campaign metrics to inform decision-making and continuous improvement.
• Create custom reports and dashboards to provide visibility across sales funnels, campaign performance, and conversion metrics.
• Utilise segmentation and predictive data models to enable smarter targeting and automation.

Customer Journey Optimisation –

• Improve CRM flows based on customer behaviour, feedback, and interaction history.
• Map out friction points and identify automation opportunities to improve efficiency and customer experience.
• Support multichannel integration within HubSpot (e.g., WhatsApp, email, in-app messaging).

Collaboration & Enablement –

• Act as the go-to HubSpot champion within the Growth department.
• Provide training, documentation, and support to ensure high adoption and appropriate usage of HubSpot tools.
• Collaborate with internal teams to develop playbooks and best practice guides.

Governance & Data Integrity –

• Maintain clean, accurate data in HubSpot through routine audits, integrations, and automation.
• Ensure compliance with POPIA and internal data handling policies.
• Work closely with data and IT teams to ensure seamless CRM integrations and reporting accuracy.

REQUIREMENTS:

• Minimum of 3 years’ experience in a CRM Analyst, Marketing Automation, or HubSpot-focused role.
• Demonstrated ability to manage and optimise CRM platforms with a focus on HubSpot.
• Strong understanding of customer lifecycle strategy, segmentation, and campaign execution.
• Proficiency in analysing CRM data and making strategic recommendations based on insights.
• Familiarity with lead scoring, pipeline management, and email automation best practices.
• Experience in cross-functional collaboration with Marketing, Sales, and Operations teams.

Additional Skills:

CRM & Marketing Automation Expertise –

• Advanced knowledge of HubSpot tools, reporting, and automation capabilities.
• Ability to build, optimise, and scale lifecycle marketing and remarketing campaigns.

Data & Analytical Capability –

• Skilled in extracting actionable insights from CRM data.
• Ability to interpret complex data and translate it into clear business decisions.

Project Execution & Workflow Design –

• Ability to manage projects from idea to launch with minimal oversight.
• Strong understanding of CRM architecture, including fields, properties, workflows, and integrations.

Stakeholder Communication –

• Ability to translate technical functionality into commercial impact for stakeholders.
• Strong interpersonal skills and experience in stakeholder alignment.

Training & Change Management –

• Experience in enabling CRM adoption and supporting end-user success.
• Ability to train, support, and build confidence across non-technical teams.

Compliance & Data Governance –

• Understanding of data privacy best practices.
• Proven ability to maintain data integrity and governance protocols within CRM platforms.

Advantageous –

• Knowledge of POPIA, GDPR, or similar privacy legislation.

ATTRIBUTES:

• Strong written and verbal communication skills.
• Analytical mindset with high attention to detail and a continuous improvement attitude.
• Proactive, solutions-oriented mindset with a strong ownership ethic.
• High level of accountability and personal drive.
• Passion for creating simple, scalable solutions to complex problems.
• Adaptable, open to feedback, and eager to learn. 
• Committed to fostering collaboration across teams and functions.