Job Description
Join Blossom!
We are a U.S.-based company with over 20 years of experience dedicated to enhancing the satisfaction of credit unions and their members. We are committed to developing simpler and more innovative financial services that assist credit unions in serving their current members and attracting new ones. We are building the next-generation technology layer for credit unions. www.blossom.net
We’re looking for a strategic and hands-on CRM Specialist with 3+ years of experience managing and optimizing customer relationship systems who thrives in cross-functional environments and knows how to drive customer engagement and business impact through data process improvement and execution excellence.
About the Role
Manage and optimize our instance of HubSpot CRM for a leading core and digital banking company. This role is critical in ensuring the CRM is configured maintained and utilized effectively across the organization to support marketing sales and customer success initiatives. The ideal candidate will combine technical expertise with strong business acumen to drive adoption data quality and process automation.
Responsibilities
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Administer and optimize the HubSpot CRM including user management permissions and configurations.
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Ensure data integrity security and compliance with financial industry standards.
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Customize fields pipelines workflows and dashboards to support core and digital banking operations.
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Implement automation to improve lead management onboarding and service processes.
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Manage integrations with core banking systems marketing tools and third-party apps.
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Maintain clean accurate data and deliver insightful reports for leadership.
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Partner with sales marketing and customer success to align CRM with business goals.
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Provide training and documentation promoting CRM adoption and best practices.
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Stay current on HubSpot updates and recommend enhancements to improve efficiency and engagement.
Requirements
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2–4 years of experience administering HubSpot CRM (or similar) in banking fintech or regulated industries.
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HubSpot certifications (Admin Marketing Sales or Operations Hub) preferred.
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Experience with CRM integrations automation reporting and third-party tools.
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Familiarity with core banking operations customer lifecycles and compliance standards.
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Knowledge of SQL APIs or data management tools a plus.
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Bachelor’s degree in Business Information Systems or related field or equivalent experience.
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Strong problem-solving attention to detail and cross-functional communication skills.
Perks
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100% Remote Work – Work from anywhere
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Growth Opportunities – Learn lead and grow into more senior roles
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Multicultural Environment – Collaborate with global talent in a supportive team
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Continuous Learning – Access to training mentorship and professional development programs
Apply Now!
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Date Posted
11/17/2025
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