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Sovereign’s Capital
Sovereign’s Capital

CRM Analyst (Hubspot & Salesforce Expert) Contract



IT, Sales & Business Development
Nashville, TN, USA
Posted on Wednesday, August 9, 2023

Overview: We are a dynamic and innovative company seeking a skilled Contract CRM Analyst with specialized expertise in HubSpot and Salesforce. Our organization is dedicated to providing top-notch sales and marketing solutions, and we are looking for an experienced professional to contribute to our success. As a Contract CRM Analyst, you will play a pivotal role in optimizing and leveraging our CRM platforms, enabling data-driven decision-making and enhancing our sales and marketing efforts.


  • CRM Platform Management:
    • Customize and configure CRM modules, workflows, and processes to align with our sales and marketing objectives.
    • Troubleshoot and resolve CRM-related issues, collaborating with internal teams and platform support as necessary.
  • Sales and Marketing Dashboards:
    • Design, develop, and implement interactive and visually appealing sales and marketing dashboards using HubSpot and Salesforce reporting and analytics tools.
    • Gather and analyze key performance metrics to provide insights on sales funnel efficiency, lead generation, conversion rates, and campaign performance.
    • Identify trends, patterns, and opportunities for improvement based on data analysis, empowering stakeholders with actionable data.
  • Data Analysis and Reporting:
    • Utilize SQL queries and data extraction techniques to perform in-depth data analysis and ad-hoc reporting, delivering meaningful findings to management.
    • Regularly generate performance reports for sales and marketing teams, presenting clear and concise summaries of results and recommended actions.
  • CRM Optimization:
    • Collaborate with cross-functional teams, including Sales, Marketing, and IT, to identify CRM process gaps and areas for improvement.
    • Propose and implement enhancements to CRM workflows and automation to streamline processes and increase overall team productivity.
  • Training and Support:
    • Provide training sessions and documentation to onboard new users on CRM functionalities and best practices.
    • Offer ongoing support and guidance to CRM users, addressing inquiries and resolving issues promptly.


  • Bachelor's degree in Business Administration, Marketing, Data Science, or related field.
  • Proven experience working with HubSpot and Salesforce as a CRM Analyst or similar role.
  • Demonstrated expertise in building sales and marketing dashboards within HubSpot and Salesforce environments.
  • Proficiency in SQL and data extraction techniques for data analysis and reporting.
  • Strong analytical and problem-solving skills, with the ability to interpret complex datasets and draw actionable conclusions.
  • Excellent communication skills, both verbal and written, with the ability to present technical information to non-technical stakeholders effectively.
  • Proactive and self-motivated, with a keen attention to detail and the ability to work independently and manage multiple projects simultaneously.
  • Experience in the sales and marketing domain, understanding key sales and marketing metrics and challenges, is highly desirable.

This is a contract position, offering a unique opportunity to work with cutting-edge CRM platforms and make a significant impact on our sales and marketing operations. If you have a passion for data-driven decision-making and thrive in a fast-paced environment, we encourage you to apply and contribute to our company's success.

Project Overview:

Improvements to Hubspot Utilization

Sales: Outreach (Sales Professional Hub):

  • Uploading Outreach Lists
  • E-mails: sequences, individualized e-mails
  • Calls: Logging calls
  • All Other Activity: Tasks, etc.

Marketing (Marketing Professional Hub):

  • Uploading Outreach lists
  • E-mails (drip campaigns)
  • PPC Campaigns (with appropriate Landing Pages)
  • Social Media
  • Webinars (with appropriate landing pages)

SalesForce Utilization – mainly require that integration between CRM’s is seamless and deals
can be moved between platforms as needed (i.e., automatically transfer to SF at SQL stage, and
move back to HubSpot if closed lost, closed paused, etc.)


  • Deal Stage Progression by Segment


  • Tracking MQL to SQL to deal closing for purposes of tracking ROI on campaigns

Marketing Metrics Needed

Metrics Needed

  • By segment and source, track ROI by looking at MQL, SQL, deal progression, closed won

SOP’s Required

  • Ensure we have appropriate categories built out and appropriate integration between CRM's

Sales Metrics Needed

  • Sales Rep activity (calls, e-mails, etc.)
  • Sales Rep productivity (meetings scheduled)
  • Aggregate information of the above
  • E-mail Performance
    • Tracking performance of e-mail campaigns by segment (opens, replies, etc.)
    • Tracking e-mail campaigns through to deal closing in Sales Force
  • Deal Progression
    • Tracking progression through various stages relative to marketing/sales campaigns
    • Tracking aging of deals by stage (days, last activity, etc.), particularly in SalesForce to determine how current the deal
  • Deal Closing and Forecasting
    • Deals closed by segment
    • Deals closed relative to rep and for team in aggregate