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HubSpot CRM Manager

Finance in a Box, California, MO, United States


Finance in a Box is an Accounting & Financial Consulting firm based in California, USA. We provide outsourced CFO/Controller services to companies around the world. In addition, we assist companies with building accounting teams.

Job Overview Job Title: HubSpot CRM Manager

Job Location: Remote

Job Shift: US PST Shift (8 pm-5 am, IST)

We are looking for a

HubSpot expert

to take full ownership of our CRM, marketing automation, and sales pipeline systems. This role will ensure we fully leverage HubSpot across Sales, Marketing and Customer Success to drive efficiency, visibility and growth.

Candidates with prior experience handling collections for US clients in SaaS, logistics or healthcare tech companies will be prioritized.

Responsibilities and Duties HubSpot Ownership

Act as the

single point of contact

for all HubSpot-related activities

Configure and optimize HubSpot CRM (Sales, Marketing & Service Hub)

Maintain data hygiene, workflows and reporting accuracy

Automation & Workflows

Build and manage workflows for:

Lead assignment

Email automation

Follow‑ups & reminders

Deal stage progression

Set up deal pipelines, lifecycle stages and dashboards

Support the sales team with pipeline visibility and reporting

Marketing Enablement

Create and manage:

Email campaigns

Landing pages

Lead scoring models

Integrate LinkedIn + outbound workflows

Reporting & Analytics

Revenue tracking

Funnel conversion

Provide weekly insights to leadership

Integration & Tools

Integrate HubSpot with:

Website (Elementor/Wix)

LinkedIn campaigns

Other tools (if required)

Preferred Qualifications

2–5 years of hands‑on experience with

HubSpot CRM

Strong understanding of:

Sales pipelines

Marketing automation

Lead lifecycle

Experience with workflows, sequences and reporting

Strong communication skills

Benefits

Financial:

Provident Fund

Employee Incentives:

Leave encashment

Remote Work:

Work from home

If you are interested in a position with growth potential, kindly send your current CV/resume to careers@financeinabox.com along with your current & expected salary & notice period.

Competitive compensation and advancement opportunities await!

Looking forward to hearing from you.

This job description is not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time.

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