[Remote] CRM (Hubspot) Client Data Manager
Note: The job is a remote job and is open to candidates in USA. Bernhardt Design is a leader in furniture design and production, known for its collaboration with renowned international designers. The role of CRM (HubSpot) Client Data Manager involves managing the HubSpot CRM system, ensuring accurate client data, and supporting sales teams through data analysis and maintenance tasks.
Responsibilities
• Maintenance of the primary marketing and sales contact list (List A), which contains key clients (dealers, designers, purchasing agents, and others) through:
• Data Auditing: Analyze the database for duplicates, missing info, and inconsistencies
• Deduplication: Merge or remove duplicate contact/company records
• Standardization: Format data such as addresses, phone numbers, email addresses, and job titles
• Data Cleansing: Correct misspellings, invalid entries, and incomplete fields (e.g., job titles, industries)
• Field Management: Optimize custom fields, remove unused ones, and suggest new field architecture
• List & Workflow Management: Refine segments and repair automation workflows impacted by insufficient data
• Create and maintain SOP’s for CRM (Hubspot) data entry and maintenance
• Establish recurring data quality audits
• Improve long-term governance and usability
• Work with the Director of Digital Strategy and our HubSpot administrator on sales and marketing specific initiatives, strategies, and best practices to improve the HubSpot experience internally
• Contact Reps: Meet with sales reps and sales managers regularly to support CRM (Hubspot) accuracy
• Follow up on record updates and data gaps
• Provide training for new sales reps on HubSpot contact management
• Serve as first-line CRM (Hubspot) support for sales questions
• Act as liaison between sales teams and internal technical stakeholders
• Attend NeoCon for in-person rep meetings and data validation
• Communicate with dealer, designer, and purchasing contacts
• Verify key personnel information
• Maintain accurate account hierarchies and decision-maker data
Skills
• Experience with HubSpot CRM or other comparable CRM platforms
• Excellent analytical skills with the ability to interpret data and generate actionable insights
• Effective communication skills to collaborate with various sales managers and teams
• Project Management skills to prioritize tasks, manage timelines, and ensure successful implementation
• Detail-oriented with strong organizational abilities
• Proficiency in relevant software tools, including Excel and other data analysis platforms
• Experience supporting sales teams and field reps
Company Overview
• Bernhardt Design is an American-based furniture design and production company. It was founded in 1889, and is headquartered in Lenoir, North Carolina, USA, with a workforce of 501-1000 employees. Its website is https://bernhardtdesign.com.
Apply Now
Apply Now
Responsibilities
• Maintenance of the primary marketing and sales contact list (List A), which contains key clients (dealers, designers, purchasing agents, and others) through:
• Data Auditing: Analyze the database for duplicates, missing info, and inconsistencies
• Deduplication: Merge or remove duplicate contact/company records
• Standardization: Format data such as addresses, phone numbers, email addresses, and job titles
• Data Cleansing: Correct misspellings, invalid entries, and incomplete fields (e.g., job titles, industries)
• Field Management: Optimize custom fields, remove unused ones, and suggest new field architecture
• List & Workflow Management: Refine segments and repair automation workflows impacted by insufficient data
• Create and maintain SOP’s for CRM (Hubspot) data entry and maintenance
• Establish recurring data quality audits
• Improve long-term governance and usability
• Work with the Director of Digital Strategy and our HubSpot administrator on sales and marketing specific initiatives, strategies, and best practices to improve the HubSpot experience internally
• Contact Reps: Meet with sales reps and sales managers regularly to support CRM (Hubspot) accuracy
• Follow up on record updates and data gaps
• Provide training for new sales reps on HubSpot contact management
• Serve as first-line CRM (Hubspot) support for sales questions
• Act as liaison between sales teams and internal technical stakeholders
• Attend NeoCon for in-person rep meetings and data validation
• Communicate with dealer, designer, and purchasing contacts
• Verify key personnel information
• Maintain accurate account hierarchies and decision-maker data
Skills
• Experience with HubSpot CRM or other comparable CRM platforms
• Excellent analytical skills with the ability to interpret data and generate actionable insights
• Effective communication skills to collaborate with various sales managers and teams
• Project Management skills to prioritize tasks, manage timelines, and ensure successful implementation
• Detail-oriented with strong organizational abilities
• Proficiency in relevant software tools, including Excel and other data analysis platforms
• Experience supporting sales teams and field reps
Company Overview
• Bernhardt Design is an American-based furniture design and production company. It was founded in 1889, and is headquartered in Lenoir, North Carolina, USA, with a workforce of 501-1000 employees. Its website is https://bernhardtdesign.com.
Apply Now
Apply Now