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Sr. Product Manager (HubSpot)

Who is Cover Whale?

Cover Whale improves road safety by combining the insurance products we sell with our data-driven driver coaching and safety program. Our safety program is proven to save lives while delivering better insurance for our drivers.

Founded in 2019, Cover Whale recently closed a $27.5M Series A funding round with Morgan Stanley Expansion Capital and is continuing to scale and expand its business.  We were also acknowledged in Forbes as one of America's Best Startup Employers 2023 (forbes.com). For more information, please visit www.coverwhale.com

Join us in the mission!

About the Role

We are looking for a Senior Product Manager to own, build, and optimize HubSpot, our CRM system. This role includes ensuring it serves as a powerful engine for our customer service, product, growth, and automation teams. In this role, you’ll collaborate cross-functionally to identify, document, and implement improvements, build workflows, streamline integrations, and drive operational efficiency. You will also be responsible for writing requirements, managing technical implementations, and guiding contractors where needed. The ideal candidate is highly technical, detail-oriented, and strategic, with a deep understanding of HubSpot’s capabilities and how they align with business needs. Please note – this is a hands-on role.

Please note: This is an on-site role with the requirement to be in the office at least 3  times per week.

*Remote location (outside of commuting distance to the office) will be considered for a qualified candidate.

Duties:

  • Own and optimize HubSpot to support customer service, sales, growth, and marketing initiatives. Act as the HubSpot administrator and be responsible for all new user setups and deactivation, including data transfers for deactivated users.
  • Take over all the workflows, integrations, and automation built currently, create an inventory, and assess for optimization opportunities.
  • Build and refine workflows & dashboards to improve automation, lead management, and customer engagement. Build layouts, reports, process automation, and other configurable parts of the interface for end-users, and other capabilities including Flows and Processes, Workflow Rules & Approval Processes, Validation Rules, Custom Objects Configuration, Security Controls, Third-party integrations.
  • Work on system implementation projects including requirements, documentation, systems configuration, test documentation/execution, issue identification, and resolution.
  • Develop and manage integrations between HubSpot and other tools & applications (e.g., data warehouses, Talkdesk, email and marketing automation, PV1/PV2 platforms).
  • Work cross-functionally with teams including Customer Service, Product, Growth, and Automation to identify and prioritize CRM improvements.
  • Build and implement a prioritization process in partnership with the Director of Product. Provide visibility into the queue and reprioritize as needed. 
  • Write clear, structured requirements for technical implementations, whether for internal teams or external contractors.
  • Provide technical direction to developers and contractors working on integrations, automation, and workflow customization.
  • Ensure data integrity by implementing best practices for lead management, segmentation, and reporting.
  • Stay up to date with HubSpot updates and new features to continuously enhance our CRM capabilities.
  • Work on other product and project needs as assigned by the leadership.

Compensation:

The Expected base pay range for the role will be $110,000-$150,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis, geographical location, and is only part of the total compensation package, which, depending on the position, may also include discretionary bonus and other Cover Whale-sponsored total rewards/benefits.

***This role is not eligible for visa sponsorship.

  • 5+ years of technical hands-on HubSpot experience, preferably as a HubSpot Administrator (CRM administration, automation, and integration) 
  • Technical proficiency in managing HubSpot, setting up workflows, and integrating external tools.
  • Certifications for HubSpot Sales, HubSpot Marketing Software, and Service Hub are highly preferred.
  • Experience working cross-functionally with teams to gather requirements and drive implementation.
  • Strong analytical skills to evaluate CRM performance and identify areas for optimization. Knowledge of Metabase or other equivalent BI tools is preferred but not required. 
  • Ability to write clear and actionable product requirements for technical teams and contractors.
  • Experience with API integration, SQL, and data flows between CRM and other tools. 
  • Excellent communication skills to translate business needs into technical solutions.

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)-match
  • Life Insurance (Basic, Voluntary & AD&D)
  • Generous Paid Time Off (Vacation, Sick & Public Holidays)
  • Paid Family Leave (Maternity, Paternity), etc.

Cover Whale works to maintain the best possible environment for our employees, where individuals can learn and grow with the company. We strive to provide a collaborative environment where each person feels encouraged to contribute to their processes, decisions, planning, and culture.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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What You Should Know About Sr. Product Manager (HubSpot), Cover Whale

Join Cover Whale as a Senior Product Manager and jump into a dynamic role focused on our HubSpot CRM system. If you're passionate about using technology to enhance customer service, growth, and automation, this is the position for you! In this hands-on role, you'll get to collaborate with various teams to implement critical improvements and optimizations that align HubSpot’s capabilities with our business objectives. Your days will consist of writing requirements for technical implementations, managing workflows, and ensuring our data remains impeccable. Plus, as the HubSpot administrator, you'll oversee everything from user setups to integrating new tools and applications. If you have a knack for creating automation and enhancing user engagement through well-structured processes, this could be your opportunity to shine! We're looking for someone with at least 5 years of technical HubSpot experience who can easily communicate complex tech needs and solutions. You're not just filling a position; you're helping to drive our mission of improving road safety with innovative insurance solutions. So, if you're ready to embrace a fast-paced environment with the chance to make meaningful contributions, come join us at Cover Whale and help shape the future of our CRM processes!

Frequently Asked Questions (FAQs) for Sr. Product Manager (HubSpot) Role at Cover Whale
What are the key responsibilities for the Senior Product Manager at Cover Whale?

The Senior Product Manager at Cover Whale will own and optimize HubSpot CRM to support various teams, including customer service and marketing. This entails managing user setups, improving workflows, and developing integrations. You'll also take part in system implementation projects and ensure data integrity, all while collaborating cross-functionally.

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What qualifications are needed for the Senior Product Manager role at Cover Whale?

To qualify for the Senior Product Manager position at Cover Whale, candidates should have 5+ years of hands-on HubSpot experience, ideally as a HubSpot Administrator. Technical proficiency in system management, workflow setup, and data integration is crucial. Certifications in HubSpot Sales, Marketing Software, and Service Hub are preferred.

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How does a Senior Product Manager at Cover Whale influence CRM improvement?

In the Senior Product Manager role at Cover Whale, you'll be instrumental in identifying pain points and proposing enhancements within HubSpot. By collaborating with various teams and stakeholders, you’ll gather requirements, prioritize improvements, and ensure continuous delivery of exceptional customer experiences through effective CRM strategies.

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What kind of projects can a Senior Product Manager expect to work on at Cover Whale?

A Senior Product Manager at Cover Whale can expect to work on exciting projects that involve optimizing HubSpot's capabilities, enhancing workflows, and developing integrations between HubSpot and other tools. This role will also include assessing existing systems and proposing new solutions to drive operational efficiency.

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Is remote work an option for the Senior Product Manager position at Cover Whale?

At Cover Whale, the Senior Product Manager role requires presence in the office at least three times a week, but remote candidates within a feasible distance may be considered based on qualifications. We value flexibility while ensuring collaborative opportunities for our team.

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Common Interview Questions for Sr. Product Manager (HubSpot)
How do you approach the management of HubSpot integrations?

When managing HubSpot integrations, I prioritize clear documentation and communication regarding the data flows and functionalities between systems, ensuring that all stakeholders understand the benefits and processes. I also conduct regular assessments to identify optimization opportunities.

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Can you give an example of how you've improved a CRM workflow in the past?

Absolutely! In my previous role, I identified bottlenecks in the lead management workflow. By reorganizing the stages and automating follow-up tasks, I reduced manual intervention and increased lead conversion rates by 20%, significantly boosting team efficiency.

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What strategies do you employ to ensure data integrity in a CRM system?

Ensuring data integrity is about implementing best practices from the start. Regular audits, clear data entry guidelines, and training sessions for users are strategies I adopt to maintain accurate and clean data within the CRM, particularly in HubSpot.

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How do you stay updated with new HubSpot features?

I stay updated on new HubSpot features by subscribing to HubSpot's official blogs, participating in webinars, and joining online communities where professionals discuss best practices and updates. This ongoing education allows me to leverage the latest enhancements for our needs.

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How do you prioritize tasks when managing multiple projects?

When managing multiple projects, I use a prioritization framework that considers factors such as urgency, impact on business goals, and resource availability. This approach helps ensure that critical tasks are addressed promptly while keeping long-term objectives in view.

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Describe your experience with defining product requirements.

My experience with defining product requirements involves collaborating closely with stakeholders to document their needs clearly. I utilize user stories and acceptance criteria to ensure that the development team has a comprehensive understanding of functionality expectations.

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What role does data analysis play in your work as a Senior Product Manager?

Data analysis is pivotal in my role as a Senior Product Manager. It allows me to evaluate the performance of CRM initiatives and processes, identify trends, and make informed decisions about areas needing improvement, thus steering project direction effectively.

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How do you ensure effective cross-functional collaboration?

To ensure effective cross-functional collaboration, I focus on fostering open communication and regular check-ins with different teams. I encourage feedback from stakeholders early in product development to align expectations and leverage diverse perspectives.

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What is your process for onboarding new users in HubSpot?

My onboarding process involves creating comprehensive training materials, hosting sessions to walk users through key functions, and providing ongoing support. I believe in empowering users through resources that help them leverage HubSpot's capabilities effectively.

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How do you measure the success of CRM initiatives?

I measure the success of CRM initiatives through KPIs related to user engagement, conversion rates, and overall system efficiency. Analyzing these metrics over time helps assess the impact of changes and identify areas for continuous improvement.

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Our Mission: Leverage data, technology and industry expertise to efficiently reduce insurance costs and improve safety for everyone. History: Cover Whale, an InsurTech Broker founded in 2019, uses data and technology to provide a trucking plat...

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DATE POSTED
March 19, 2025

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