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Marketing · Bangalore

HubSpot Specialist

Role Purpose

The HubSpot Specialist serves as the bridge between the Sales and Marketing teams, owning the CRM platform and ensuring it operates as the central intelligence layer for pipeline management, marketing automation, and client lifecycle tracking. This role is responsible for driving lead generation performance, managing the deal pipeline end-to-end, enabling relationship managers with actionable data, and continuously maturing TFO’s sales funnel and marketing operations. Success is measured by CRM data integrity, funnel conversion rates, automation reliability, adoption across front-office teams, and the speed at which actionable intelligence reaches decision-makers.

Job Summary

  • Be the bridge between the Sales and Marketing teams, ensuring alignment on pipeline strategy, lead qualification criteria, and conversion objectives.

  • Support internal stakeholders with marketing, lead generation, and sales conversion strategies — including the marketing team, sales support team, and relationship managers.

  • Own the CRM platform and support the planning and delivery of conversion strategies across the full prospect-to-client lifecycle.

  • Deeply analyse, optimise, and manage prospective client lead generation and deal pipeline progression.

  • Extract key insights and deliver reporting analysis using CRM data, enrichment tools, and data warehouse sources.

  • Contribute to the core of the firm’s development by driving change, empowering colleagues, and championing digital-first ways of working.

  • Leverage AI tools to accelerate contact enrichment, barrier classification, content generation, and workflow automation across the CRM ecosystem.

Key Responsibilities

CRM Platform Ownership & Administration

  • Own the end-to-end configuration, maintenance, and optimisation of HubSpot CRM (Marketing Hub, Sales Hub, Service Hub, Operations Hub), ensuring platform health, data hygiene, and alignment with the sales funnel.

  • Administer HubSpot property architecture: conduct periodic audits, enforce naming conventions, manage custom objects, and recommend archival or consolidation of redundant properties.

  • Establish systematic processes that can be scaled across the organisation, leveraging a high degree of structure and organisational discipline — e.g., rollout of new tools, pipeline management guidelines, or firm-wide CRM standards.

Sales Funnel & Deal Pipeline Management

  • Perform end-to-end analysis of the funnel from lead generation through to qualified pipeline, with detailed reporting on source quality, comparative lead value versus cost, conversion rates at each stage, and bottleneck identification.

  • Manage and optimise the deal pipeline: stage progression tracking, deal velocity analysis, stale deal identification, and pipeline forecasting support for the sales leadership team.

  • Maintain, optimise, and manage prospective client lead generation via CRM — uploading leads, qualifying them, managing lifecycle stage transitions — operating the CRM function autonomously while collaborating with Sales, Marketing, and Client Services.

  • Build and maintain custom reports, dashboards, and attribution models that provide real-time visibility into pipeline conversion, campaign performance, RM productivity, and barrier analysis.

Marketing Automation & Email Marketing

  • Design, build, and maintain marketing automation workflows including email nurture sequences, lead scoring models, lifecycle stage transitions, and re-engagement campaigns for inactive pipeline segments.

  • Partner with the Marketing team to execute email marketing campaigns, A/B testing strategies, and deliverability optimisation, ensuring compliance with CAN-SPAM, GDPR, and regional data protection requirements.

  • Support the development and execution of segmentation strategies and automated delivery of relevant communications across prospect and client segments.

Integrations & API Development

  • Develop and manage HubSpot API integrations with internal systems (Data Warehouse, enrichment tools such as Clay, WhatsApp/Rasayel, and third-party data providers), ensuring bi-directional data sync and minimal manual intervention.

  • Collaborate with the Data Warehouse team to validate CRM data against source-of-truth systems, supporting reconciliation exercises and ensuring data accuracy at the mandate level.

Sales Enablement & Stakeholder Training

  • Collaborate closely with and train internal stakeholders (RMs, sales support, marketing) on sales conversion tools and best practices — distributing lists, aligning on objectives, creating reports, and building dashboards.

  • Provide documentation and ongoing support on HubSpot best practices, new feature rollouts, and operational playbooks.

  • Develop a deep understanding of TFO products, organisation, and processes, adapting and evolving with innovative digitally enabled workflows.

AI-Powered Operations

  • Leverage AI tools (Claude, ChatGPT, Clay AI agents, HubSpot Breeze) to accelerate contact enrichment, barrier classification, content generation, and workflow automation.

  • Continuously evaluate HubSpot product updates, new integrations, and ecosystem tools to recommend improvements that increase platform ROI and reduce operational friction.

Required Qualifications

Education

  • Bachelor’s or Master’s degree in Marketing, Business Administration, Information Systems, or a related field.

Certifications — Must Have

  • HubSpot certifications: Inbound Marketing, HubSpot Marketing Software, and at minimum one of Revenue Operations, CRM Data Migration, or API certification.

Certifications — Nice to Have

  • HubSpot Solutions Partner or Solutions Architect certification.

  • Additional certifications in Salesforce, Marketo, or Pardot (demonstrating breadth of CRM/MAP knowledge).

  • Certification or formal training in AI/ML applications (e.g., prompt engineering programmes, Anthropic, OpenAI, or Google AI courses).

Required Experience

  • Minimum 5 years of hands-on experience administering and optimising HubSpot CRM, with demonstrable exposure to Marketing Hub, Sales Hub, and Operations Hub.

  • Proven experience designing and executing email marketing programmes at scale: segmentation, personalisation, A/B testing, deliverability management, and performance analytics.

  • At least 2 years of experience working with HubSpot APIs (Contacts, Deals, Companies, Custom Objects, Workflows, Timeline Events) and building custom integrations using REST APIs, webhooks, or middleware platforms (Zapier, Make, or custom scripts).

  • Demonstrated experience supporting or operating within a structured sales funnel and marketing operations framework, including lead scoring, lifecycle management, attribution modelling, deal pipeline management, and pipeline analytics.

  • Minimum 1 year of practical experience applying AI tools to CRM and marketing operations workflows — e.g., using LLMs for content generation, contact enrichment, barrier classification, automated reporting, or intelligent segmentation.

  • Preferred: experience managing a marketing analysts’ team, CRM/data function, or digital marketing within a financial institution or top-tier consulting firm.

  • Previous experience in wealth management, private banking, family office, or regulated financial services is strongly preferred (prospect/client management, capital market tools, knowledge of asset management and investment products).

Technical Skills

-HubSpot Platform: Marketing Hub, Sales Hub, Service Hub, Operations Hub, Custom Objects, Workflows, Sequences, Lists, Reports, Dashboards, Deal Pipeline configuration

-HubSpot APIs: REST API (Contacts, Deals, Companies, Custom Objects, Timeline Events, Webhooks), OAuth, Private App tokens, rate-limit management

-Email Marketing: Campaign design, segmentation, A/B testing, deliverability (SPF/DKIM/DMARC), compliance (CAN-SPAM, GDPR), performance analytics

-Marketing & Sales Ops: Lead scoring, lifecycle stage management, attribution modelling, UTM governance, funnel analysis, deal pipeline tracking, sales forecasting support

-Integrations & Data: API middleware (Zapier, Make), CRM–DWH sync, SQL (read-level for validation and reconciliation), Clay, Rasayel/WhatsApp

-AI & Automation: Proficiency with LLMs (Claude, ChatGPT, Copilot), AI agents for enrichment and classification, prompt engineering, HubSpot Breeze AI

-Supporting Tools: Microsoft Teams, Excel/Google Sheets (advanced), PowerPoint, Power BI/Tableau (a plus), basic HTML/CSS for email templates

Behavioural Competencies:

  • Client-First Mindset — Understands that every CRM action ultimately serves the client experience; designs systems that make it easier for RMs and advisors to deliver value.

  • Integrity & Precision — Treats data accuracy as non-negotiable; proactively identifies and resolves discrepancies before they reach downstream reporting.

  • Analytical Rigour — Eager to work with numbers, draw insights from data, and translate findings into actionable recommendations to optimise systems and processes.

  • Entrepreneurial Drive — Self-starter who is resilient in the face of challenges, eager to address issues head-on, and motivated to grow within the organisation.

  • Collaborative Execution — Works effectively across Marketing, Sales, IT, and Compliance in a multi-office, multi-cultural GCC environment; communicates technical concepts in business terms.

  • Continuous Improvement — Stays current with HubSpot releases, martech trends, and AI capabilities; brings forward practical recommendations rather than waiting for direction.

AI Competency Expectations:

This role requires a candidate who has moved beyond experimentation and is actively using AI in day-to-day operations:

  • Regularly uses LLMs (Claude, ChatGPT, or equivalent) for drafting communications, analysing CRM data, generating reports, building automation logic, and troubleshooting technical issues.

  • Has experience deploying AI agents or enrichment workflows (e.g., Clay AI, HubSpot Breeze, custom GPTs) within a CRM or marketing operations context.

  • Understands prompt engineering fundamentals: structured prompting, few-shot examples, system instructions, and output formatting for reliable, repeatable results.

  • Can critically evaluate AI outputs for accuracy, bias, and compliance before incorporating them into client-facing or regulated workflows.

  • Demonstrates a growth mindset toward AI adoption — actively explores new tools, shares learnings with the team, and identifies opportunities to replace manual processes with AI-assisted workflows.

Language:

  • Excellent English written and oral communication skills (required).

  • Arabic language proficiency and cultural knowledge is desired.

Department
Marketing
Locations
Bangalore

About The Family Office Company

The Family Office is an independent wealth management firm offering customized investment solutions in alternative asset classes, including private equity, private debt, and real estate. Serving high-net-worth individuals and families, we provide tailored strategies to address unique financial needs with a focus on transparency, diversification, and long-term value.

With a commitment to excellence and decades of expertise, The Family Office helps clients preserve and grow their wealth across generations.

Founded in 2004
Co-workers 120+
Marketing · Bangalore

HubSpot Specialist

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