Sales and CRM Strategist

Remote, United States

Client Services – Client Services /Full Time /Remote

SmartBug Media is the full service digital agency of choice for organizations looking to create resilient growth across the entire customer lifecycle. From marketing to sales, revenue operations to customer success, and e-commerce to integration, SmartBug combines sound strategies and technology with top talent to de-risk the future and set the course for continued success. As a fully remote team of over 300 professionals, we believe in delivering exceptional work without compromising work/life balance, no matter where you are. Recognized globally, we've made the Inc. 5000 list seven times, the Adweek 100 four years running, and won numerous Comparably awards for our culture and leadership. We're not just HubSpot's highest-rated partner worldwide but also a two-time HubSpot NA Partner of the Year and proud Elite Partner. Add to that our Master Elite partnership with Klaviyo and our proud partnerships with Shopify and Google.

**Only U.S. based candidates will be considered as we are not currently hiring internationally**

Please note: As we are expecting more client accounts, we are slowly recruiting and would love to keep you in our talent pool for hiring needs in the near future. We are currently only reviewing resumes and screening applicants as we are NOT actively hiring for this role. If you'd like to be considered, we encourage you to apply!

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 goalsTimely 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 goals—demonstrating 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 directory—your 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 HubSpot’s 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 goals—demonstrating 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 efforts—remember, 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:

• Bachelor’s degree in Marketing, Business Administration, Communications, or a related field.
• Minimum of 5 years of experience in sales strategy and sales operations.
• Proven experience with HubSpot Sales Hub and a deep understanding of the HubSpot ecosystem. 
• Experience with additional CRMs (Salesforce).
• Experience in setting and achieving annual and quarterly goals for clients.
• Demonstrated ability to build and maintain a positive and productive team spirit without sacrificing client goals and adhering to SmartBug values.
• 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

$70,000 - $90,000 a year