HubSpot Specialist

Description

We seek an experienced HubSpot Specialist who will own the end-to-end build of our HubSpot Sales + Marketing program so the team can run a consistent, data-driven motion: clean data model, clear stages and SLAs, automation, sequences/playbooks, quotes/products, dashboards/forecasting, and practical SOPs. Phone workflows (recordings/transcripts) matter, but are one part of a broader revenue engine you’ll operationalize.

Key responsibilities:

Sales process, governance & data

• Design/lock deal stages with exit criteria; align lifecycle and lead status definitions and handoffs (MQL→SQL→Opportunity→Won/Lost).
• Set SLAs (speed-to-lead, response/aging) and create enforcement & alerts.
• Establish governance: user roles/teams, naming conventions, required fields, dedupe/merge rules, and a data quality checklist.
• Finalize CRM objects & properties (contacts, companies, deals, activities), plus ticketing if needed for post-sale handoffs (Background only). 2) Enablement & execution
• Build Sequences, Templates, Snippets, and Playbooks for prospecting, qualification, discovery, proposals, and renewals/upsell.
• Stand up Products & Price Books, Quotes, and basic CPQ logic (discount guardrails, approval paths).
• Configure Forecast tool, pipeline views, and rep scorecards; define quota and territory filters where applicable.
• Create onboarding & SOP library (docs + short Looms) for reps and managers.

Automation & integrations

• Lead routing, tasking, enrichment, and lead scoring across web, email, forms, and calls.
• Connect Marketing Hub (forms, landing pages, email, subscription types) and ensure consent/compliance settings.
• Implement core integrations: Ads (Google/Meta/LinkedIn), GA4/GTM, e-commerce/payment or order systems (as applicable), and telephony/CTI for call logging/recording.
• Optional: Connect billing/accounting or support tools for closed-loop reporting.

Analytics, forecasting & ROAS

• Publish role-based dashboards: Exec (revenue, ROAS, CAC payback), Sales (pipeline health, velocity, conversion, activities), Marketing (source performance, funnel).
• Build a blended attribution model for ad → web/call → opportunity → revenue to close the ROAS gap (include phone-sourced conversions).
• Stand up the forecasting cadence (weekly manager roll-ups, commit/best case, slip tracking) and a monthly “RevOps Insights” pack. 5) Phone workflows (important but balanced)
• Enable call logging/recording/transcription (HubSpot or GoTo) and map outcomes/dispositions to next steps and forecasting.
• Use transcripts for coaching tags and searchable notes; document recording notices in SOPs.

Requirements

• 3+ years building/administering HubSpot Sales Hub (Marketing Hub familiarity required).
• Hands-on success with pipelines/forecasting, sequences/playbooks, scoring/routing, Products/Quotes, dashboards, and governance.
• Practical experience connecting Ads + GA4/GTM and at least one telephony/CTI tool.
• Excellent documentation, training, and async collaboration skills
• Comfort operating as a remote contractor.

Nice to have

• HubSpot Academy certificate
• B2B services/inside sales background
• basic API/Zapier/Make experience for edge-case integrations.

Minimum Technical and Work Environment Requirements:

• Internet Connection:

• Primary internet connection with a minimum speed of

  15 Mbps

  .
• Backup internet connection with at least

  10 Mbps

  .
• Backup connection must be capable of supporting work during a power outage.

• Primary Device:

• Desktop or laptop equipped with at least:

• Intel Core i5 (8th generation or newer)

  ,

  Intel Core i3 (10th generation or newer)

  ,

  AMD Ryzen 5

  , or an equivalent processor.
• A minimum of

  8 GB RAM

  .

• Backup Device:

• Must meet or exceed the performance of an

  Intel Core i3

  processor.
• Must be functional during power interruptions.

• A functioning

  webcam

  .
• A

  noise-canceling USB headset

  .
• A

  quiet, dedicated home office space

  .

• Peripherals and Workspace:

  A

  smartphone

  for communication and verification purposes.