COMPANY DESCRIPTION

Castle Hall Diligence is a leading specialist in operational, investment, ESG and cybersecurity due diligence of alternative and traditional asset managers. With a rapidly growing team of 90+, Castle Hall has become the largest, dedicated due diligence organization worldwide, operating from offices in Montréal and Halifax, Canada; London, UK; Abu Dhabi, UAE; Manila, Philippines; Prague, Czech Republic and Sydney, Australia. Castle Hall's core competitive advantage is DiligenceHub, our proprietary online diligence platform, which has helped our clients review diligence across more than 6,000 fund entities.

More information about our company can be found at .

Castle Hall is an entrepreneurial, dynamic and fast moving company that is looking to add a CRM & Marketing Automation Specialist to our Montreal team. This role responds to increasing demand for Castle Hall's services, and the firm's commitment to continued growth.

Position Overview

Castle Hall is seeking a HubSpot specialist to lead CRM and automation across Sales, Marketing, and Client Service. You'll manage our HubSpot environment end-to-end - building the infrastructure to drive pipeline growth, enable help desk efficiency, and support data-driven decision-making.

RESPONSIBILITIES

CRM Ownership

• Manage HubSpot CRM across Sales, Marketing, and Service Hubs
• Design and maintain lead, contact, and company lifecycle pipelines
• Build automations and workflows for lead capture, scoring, routing, and nurturing
• Maintain data integrity and user access protocols
• Create and manage dashboards and reporting for multiple departments

Sales and Marketing Operations:

• Support outbound campaigns with segmentation, templates, and performance tracking
• Align CRM processes to Castle Hall's product suite
• Build post-event workflows
• Develop nurture sequences by persona
• Support integrations with Zoom, LinkedIn Sales Navigator, and internal platforms

Help Desk and Client Service

• Configure and manage Service Hub ticketing pipelines
• Develop response templates, routing rules, and SLA tracking
• Maintain Help Desk Knowledge Base
• Report on ticket volume, resolution time, and service trends

Tools and Platforms You Will Use:

• HubSpot CRM (Sales, Marketing, and Service Hubs)
• Microsoft 365 Suite (Outlook, Excel, Teams, SharePoint)
• Zoom (internal and external communication)
• Softr (internal portal and lightweight apps)
• Custom in-house platforms for client delivery and data access
• LinkedIn Sales Navigator

DESIRED SKILLS AND EXPERIENCE

• Three (3) years of experience managing HubSpot CRM in a B2B setting
• Deep knowledge of Sales, Marketing, and Service Hubs
• Strong skills in automation design, ticketing systems, and data reporting
• Proactive, structured, and collaborative working style
• Fluent in English (French an asset)
• HubSpot certifications preferred
• Experience in professional or financial services a plus
• Familiarity with lifecycle management, lead scoring, and internal CRM adoption strategies

WHAT WE OFFER

• A competitive compensation package, including vacation, additional bonus days, spending accounts, health and dental coverage, RRSP and DPSP.
• An opportunity to work with some of the most recognized asset managers in the world on behalf of some of the largest institutional investors in a fast-paced global business in the financial industry.
• Excellent working conditions in a dynamic work environment, including a hybrid working arrangement (remote working).
• Online wellness portal free to all employees (including fitness, nutrition, meditation and much more).
• Learning and development reimbursements for relevant designations as well as additional days off for exam preparation.
• Dynamic team with optional after-work activities (5-7, lunches, dinners, physical activities).

The ideal candidate will have an appropriate work-from-home designated space & applicable amenities (essential hardware will be provided by the company).

Castle Hall Diligence is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.