Sales and CRM Strategist
Posted 2025-04-06Â *Only U.S. based candidates will be considered as we are not currently hiring internationally**
Job Summary...
The Sales and CRM Strategist will report to the Director of Sales and CRM. In this role, you will be charged with building and executing high-performance sales and sales ops strategies based on a client's unique requirements and the strategic plan provided by our account strategy team. These strategies aim to drive revenue growth and achieve sales targets by identifying and engaging potential customers, understanding their needs, and offering solutions that align with our clients products or services. You will inform clients on how to prospect new leads, nurture existing client relationships, implement sales operations strategies, and negotiate and close deals effectively. Your North Star is a well-trained, HubSpot-powered sales functional that is more effective and closing business.
Additionally, you are responsible for staying informed about market trends, clients competitors' activities, and industry developments to adapt your strategies accordingly. You will partner with SmartBug technologists to implement recommended strategies and tactics based on best practices. You will also collaborate with other client departments, such as marketing and product development, to ensure a cohesive approach to meeting customer needs and delivering value. You will work closely with the SmartBug account strategist team and other cross-functional teams to ensure alignment with overall business objectives.
To succeed in this role, you must be an engaged professional with unwavering requirements for providing an incredible customer experience, including strong client communication and impactful client results.
As a Sales and CRM Strategist, you will be measured on delivering the following:
Client satisfaction (results, retention, awards, reviews, referenceable clients)
Customer growth and SmartBug profitability on your services
Setting and achieving SMART client goals
Timely delivery of services
Individual utilization rates that meet company goals
Key Responsibilities:
Client Success
 Develop and execute sales and sales ops strategies for clients that meets their stated business goalsÂdemonstrating ROI for your clients should be your North Star
 Ensure your clients see SmartBug as an indispensable partner in their growth, and that each receives a 5-star customer experience as measured by being the highest-rated partner on the HubSpot partner directoryÂyour clients should be happy to be a reference
 Deliver consistent, world-class quality across all sales enablement strategies and implementations
 Have a strong understanding of strategic opportunities to expand retainer scope and present ideas to the account strategist
 Assist the Director of Specialty Strategy and the Director of Service Strategy to ensure new services represent the voice of the customer
 Stay informed about the latest industry trends, market developments, competitive landscape, and HubSpotÂs competitive position to ensure the clients sales and CRM strategies remain cutting-edge and effective
 Strategy Development and Execution
 Work with the account strategist team to develop value-based goals for our clients, with a heavy emphasis on how sales strategy and ops can drive pipeline and revenue for our clients business
 Expert understanding of sales enablement strategies and tactics included but not limited to product knowledge, building rapport, analyzing customer needs, communicating with different buyer personas, contact management, account-based marketing and selling, sequences, lead qualification, lead routing, pipeline management, pipeline automation, handling objections, prospecting, competitive analysis, presentation and sales training; all features within HubSpot CRM
 Develop and execute sales enablement and CRM strategy for clients that meets and exceeds their stated business goalsÂdemonstrating ROI for your clients should be your North Star
 Create and maintain a comprehensive, client-facing playbook that provides guidance on the overarching sales and CRM strategy
 Understanding of third-party sales operations tools and how they integrate with HubSpot for the purposes of recommending strategies
 Work with SmartBug technologists to optimize clients Sales Hub instances as well as execute the strategy in HubSpotWork with creatives to create and curate sales collateral, presentations, and other content pieces to support your clients sales processes
Reporting and Analytics
 Regularly assess and report on the impact of sales enablement and operations effortsÂremember, ROI is the North Star
 Provide monthly reports, quarterly business reviews (QBRs), and additional strategic recommendations based on a strong understanding of performance data
Delivery Process
 Work with the internal SmartBug team to ensure quality work is delivered to clients
 Ensure you create and follow processes that result in differentiated client results and quality
SmartBug Sales and Marketing Support
 Collaborate with the SmartBug sales team to develop tailored strategies to prospects
 Assist SmartBug sales reps in delivering recommendations during sales calls
 Participate in the company's content, thought leadership, and organic social programs
Requirements: Â BachelorÂs degree in Marketing, Business Administration, Communications, or a related field. Â Minimum of 5 years of experience in sales strategy and sales operations. Â Proven experience with HubSpot Sales Hub and a deep understanding of the HubSpot ecosystem. Â Experience with additional CRMs (Salesforce). Â Experience in setting and achieving annual and quarterly goals for clients. Â Demonstrated ability to build and maintain a positive and productive team spirit without sacrificing client goals and adhering to SmartBug values. Â Strong interpersonal skills.
WHAT WE OFFER - PERKS!
 Annual Salary between $70,000 - $90,000 DOE
 Health insurance with company contribution
 Paid maternity and paternity leave
 Paid vacation
 Paid time off
 Unlimited sick time
 4-week paid sabbatical every 5 years of employment
 Monthly remote work allowance
 401(k) with employer matching
 Flexible spending plan
 Company-funded short-term disability and life insurance
 Long-term disability
 Annual leadership conference, SmartBug Palooza
 Training budget
 The flexibility of working remotely
 MacBook Air issued to you at time of hire
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