Customer Relationship Management Specialist

Chapman Tate Associates is partnering with a growing, forward‑thinking organisation to recruit an experienced CRM Specialist with strong HubSpot expertise. This role is an excellent opportunity to drive sales effectiveness, optimise customer data, and enhance CRM adoption across the business.

Operating in a hybrid environment with offices throughout the UK, this role offers flexibility and the chance to collaborate with sales, marketing and operations teams to deliver meaningful business impact.

Responsibilities

• Take ownership of the HubSpot CRM platform, ensuring it is optimised to support sales performance, pipeline visibility and customer engagement.
• Ensure customer, prospect and pipeline data remains accurate, complete and compliant with governance standards.
• Design and develop CRM workflows, dashboards, reports and automation to improve efficiency and visibility.
• Support sales teams through CRM training, guidance and best‑practice adoption.
• Produce insightful reporting on pipeline performance, sales activity, CRM utilisation and forecasting.
• Analyse CRM data to identify trends, opportunities and areas for process improvement.
• Collaborate with Marketing and Operations teams to integrate HubSpot with wider business systems.
• Drive continuous improvement initiatives and implement automation solutions that reduce manual effort and improve user experience.

Qualifications

• Strong hands‑on experience administering and optimising HubSpot CRM.
• Knowledge of HubSpot modules, including Commerce Hub and CPQ functionality.
• Understanding of sales processes, pipeline management, forecasting and sales enablement principles.
• Experience creating dashboards, reports, workflows and automation.
• Strong analytical and problem‑solving skills with excellent attention to detail.
• Ability to engage effectively with cross‑functional stakeholders at all levels.
• A proactive approach with the ability to manage multiple priorities in a fast‑paced environment.

Work Environment

The role is based in a hybrid setting, with offices across the UK.