This is a high-impact, analytical role responsible for administering the firm's critical data infrastructure and translating complex data into actionable business intelligence. The Hubspot CRM Lead will fully own the HubSpot CRM, generate performance insights for marketing and sales, and develop operational analytics to support the Investment Management team.

Key Responsibilities

• HubSpot CRM Administration & Automation:
• Full ownership of HubSpot, including managing fields, workflows, data hygiene, permissions, automation, and reporting.
• Design, build, and maintain analytical dashboards for sales leadership: conversion funnel, cycle time, velocity by persona, and cost per close.
• Collaborate with commercial teams to execute CRM-based automation that drives pipeline efficiency and scalability.
• Maintain HubSpot infrastructure as new offerings, personas, and workflo...