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.
While we would really like to respond to every application, should you not be contacted for this position within 10 working days please consider your application unsuccessful.
COMMENTS:
When applying for jobs, ensure that you have the minimum job requirements. OnlySA Citizens will be considered for this role. If you are not in the mentioned location of any of the jobs, please note your relocation plans in all applications for jobs and correspondence. Apply here [URL Removed] OR e-mail a Word copy of your CV to [Email Address Removed] and mention the reference number of the job.
Desired Skills:
- CRM
- Analyst
- HubSpot