About the Role
At Banxware, our CRM is more than a contact database - it’s the connective tissue between Marketing, Growth, and Operations. As our CRM & Automation Manager, you’ll take full ownership of this system and shape how our teams engage with leads, partners, and customers at every stage of the lifecycle.This is a role for someone who thrives on structure, thinks in systems, and finds genuine satisfaction in turning a messy process into something clean, reliable, and repeatable. You’ll spend most of your time deep in HubSpot - building, maintaining, and improving the foundation that keeps our go-to-market engine running - while also owning a layer of workflow automation that connects our tools and removes friction for internal teams.
What You’ll Do
CRM Ownership (primary focus)
- Be a core member of the team responsible for HubSpot: contributing to architecture decisions, maintaining data hygiene, pipeline configuration, lifecycle stages, and user access
- Design and maintain segmentation logic, contact properties, and reporting structures that give Marketing and Growth clear visibility into the funnel
- Build and optimize lifecycle workflows - lead nurturing, onboarding sequences, partner communications - ensuring the right touchpoint reaches the right contact at the right moment
- Partner with Growth and Marketing to translate campaign and product requirements into CRM logic, from lead routing rules to re-engagement flows
- Own HubSpot reporting and dashboards: build and maintain views that give Marketing, Growth, and Leadership clear, reliable visibility into pipeline health, campaign performance, and lifecycle metrics - and proactively flag what the numbers are telling us
- Keep data clean and trustworthy: manage sync between HubSpot and connected systems (product data, operations tools, data warehouse) and proactively address gaps or inconsistencies
- Ensure all CRM activity remains compliant with GDPR and internal data governance standards
- Document CRM processes, train stakeholders, and act as the go-to resource when teams have questions about how the system works
Automation & Integrations (supporting focus)
- Build and manage automation workflows in Make.com that connect HubSpot with third-party tools and internal systems
- Support API-based integration use cases in collaboration with Product and Engineering
- Identify and eliminate manual, repetitive tasks across teams through targeted automation -always with an eye on reliability and maintainability
