CRM Manager

Were Capital on Tap
Capital on Tap was founded with the mission to help small business owners and make their lives easier. Today we provide an all-in-one business credit card & spend management platform that helps business owners save time and money. Capital on Tap proudly serves over 200000 businesses across the world and our goal is to help 1 million small businesses by 2030.

Why Join Us
We empower you to be innovative and solve complex problems. Take ownership make an impact and thrive in our scaling and agile environment.

This is a Hybrid role the Business Operations team work from our London (Moorgate) Offices 3 days per week.

What Youll Be Doing

The CRM Manager will be responsible for enhancing how all our customer-facing teams use HubSpot driving significant efficiencies and integrating new processes to streamline and automate operations using AI.

• Strategic HubSpot Management: Be the in-house expert for HubSpot ensuring it meets the evolving needs of our teams.
• Process Optimisation & Automation: Identify opportunities to improve workflows automate manual tasks and build new processes within HubSpot.
• AI Implementation: Explore and implement AI solutions to automate routine tasks personalise interactions and provide valuable insights.
• Technical Expertise & Support: Act as the main technical resource for HubSpot handling troubleshooting configuration and data integrity.
• Training & Reporting: Develop training programs for users and create dashboards to track key CRM metrics and provide actionable insights.
• Stay Current: Keep up-to-date with the latest HubSpot features integrations and CRM best practices particularly in AI and automation.

What Were Looking For

• Proven CRM Experience: 2-5 years of experience managing and optimising a CRM platform with HubSpot experience being a plus.
• Technical Proficiency: Comfortable with CRM administration including custom objects workflow automation and integrations.
• Efficiency-Driven Mindset: A track record of using a CRM to improve operational efficiency and enhance customer experiences.
• AI/Automation Acumen: Practical experience or a strong understanding of how AI can be applied within a CRM.
• Strong Analytical & Communication Skills: Adept at analysing data and effectively communicating technical concepts to non-technical stakeholders.
• Project Management Skills: The ability to manage multiple projects prioritise tasks and meet deadlines.
• Autonomous & Proactive: A self-motivated individual who can independently solve problems identify needs and drive projects from start to finish.
• Agile & Adaptable: Comfortable working in an agile environment embracing iteration and adapting to evolving requirements.

Diversity & Inclusion
We welcome consider and encourage applications from anyone who shares our commitment to inclusivity. Join us in creating a space where authenticity thrives and everyone can do their best work.

Great Work Deserves Great Perks
We try not to take ourselves too seriously (all the time) so we make sure our office is decked out with a pool table arcade machine beer tap and a couple of office dogs thrown in for good measure. Check out our benefits:

Private Healthcare including dental and opticians services through Vitality
Worldwide travel insurance through Vitality
Anniversary Rewards (-week fully paid sabbatical)
Salary Sacrifice Pension Scheme up to 7% match
28 days holiday (plus bank holidays)
Annual Learning and Wellbeing Budget
Enhanced Parental Leave
Cycle to Work Scheme
Season Ticket Loan
6 free therapy sessions per year
Dog Friendly Offices
Free drinks and snacks in our offices

Check out more of our benefits values and mission here.

Interview Process
First stage: 30 minute intro and values call with Talent Partner (Video call)
Second stage: 45 minute CV overview with Team Manager (Video call)
Final stage: 60 minute assessment with Head of Operations and Team Manager (Video call/In Person)

Other Info
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Excited to work here Apply!
If youd like to progress your career within our fast growing profitable fintech then click apply and we will aim to get back to you within 3 working days (during busy periods this could take up to 5 working days.)