HubSpot Specialist

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. 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. Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth. Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field. Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward. Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards. Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment. Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.