CRM Manager

OrderYOYO is looking for a freelance CRM Manager to own and improve how we use HubSpot across our commercial teams. You will turn HubSpot into a reliable tool for managing leads, supporting sales activity, tracking customers, and making performance visible. This is a hands-on role for someone who can work with stakeholders, understand how teams actually use the CRM, and then build practical improvements.

Role and Responsibilities

• Manage the day-to-day setup and administration of HubSpot, including users, permissions, properties, pipelines, workflows, and integrations.

• Improve lead capture, routing, qualification, and handover between teams.

• Build and maintain automation that reduces manual work and supports consistent follow-up.

• Improve CRM data quality through clear standards, deduplication, and regular checks.

• Create dashboards and reports covering pipeline, conversion, activity, and customer performance.

• Work with sales, marketing, customer success, and leadership to translate business needs into HubSpot solutions.

• Document processes and train teams so changes are adopted and maintained.

• Identify opportunities to simplify the CRM setup and improve how OrderYOYO uses its data.

Ideal Candidate Profile

• Strong, hands-on experience administering and developing HubSpot in a growing commercial organisation.

• Experience with HubSpot Sales Hub and Marketing Hub

• A solid understanding of B2B sales processes, lead management, lifecycle stages, and reporting.

• Confidence building workflows, dashboards, data structures, and integrations.

• The ability to balance quick fixes with a clear, maintainable CRM structure.

• Strong communication skills and the ability to work independently with teams in different functions.

• Experience in SaaS, restaurants, or online ordering is an advantage.

Success Criteria

• Sales and customer teams trust the data in HubSpot and use it consistently.

• Leads move quickly to the right owner, with clear visibility of each stage.

• Reporting gives leadership a dependable view of commercial performance.

• Key workflows save time and reduce missed follow-ups.

• HubSpot has clear ownership, documentation, and a practical improvement roadmap.