HubSpot CRM Specialist at The VA Group, LLC | Torre
HubSpot CRM Specialist
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The VA Group, LLC

HubSpot CRM Specialist

The VA Group, LLC
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Emma
Emma
You'll strategically restructure CRM architecture, centralizing lead management for enhanced clarity and efficiency.
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Full-time

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Compensation
USD5 - 8/hour
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Remote (for United States residents)
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Emma of Torre.ai
 about 2 months ago

Requirements and responsibilities

Join us today!We are seeking an experienced HubSpot CRM Specialist to restructure and optimize CRM architecture. You’ll be responsible for transitioning to managing leads at the Company level (not the HubSpot Leads object) and need a specialist who understands CRM data structure, object relationships, property configuration, and pipeline optimization. This role will require strategic thinking — not just technical setup.Disclaimer: This is a general overview of the position. Specific tasks and tools will be discussed in detail during the final interview.Project OverviewDisable or remove usage of HubSpot’s default Leads toolEliminate duplicate tracking between HubSpot Lead Pipeline (default object) and Custom Company-Level Lead Stage propertyCentralize all lead tracking at the Company Object levelCreate required company-level properties visible to all usersStandardize required data entry fieldsImprove internal clarity and prevent workflow confusionResponsibilitiesLead Management ArchitectureAudit our current HubSpot setupDetermine if the HubSpot Leads object is activeSafely disable or decommission Lead Pipeline tracking (if in use)Consolidate lead progression tracking at the Company levelCustom Company Property SetupCreate and configure the required Company properties:Required Fields (visible on left panel for all users):Lead Stage (Dropdown – Required)Primary Real Estate Profile (Required)Representation Type (Required)Lead Stage Property CustomizationCreate a Company-level dropdown fieldField Name: Lead StageField Type: Dropdown SelectInitial Options: No Live Contact Made; Contact Attempted (Additional stages may be added later.)UX & GovernanceEnsure required fields cannot be bypassedStandardize visibility so all MacLeod users see these fields clearly on the Company recordEliminate duplicate tracking systemsProvide clear documentation on the new workflowQualifications3+ years of hands-on experience with HubSpot CRMStrong understanding of: Objects (Contacts, Companies, Deals, Leads), Custom properties, Pipelines, Required fields & validation rules, Workflows & automationExperience restructuring CRM architectureAbility to prevent duplicate data trackingExperience documenting CRM systemsStrong communication skillsBonus QualificationsHubSpot Certified (CRM or Marketing Hub)Experience in real estate or brokerage environmentsExperience in centralizing lead tracking at the company levelPerks and Benefits:Job security and stabilityExceptionally supportive teamOpportunities for career growthFun work environmentScheduleFull-Time and/or Part-Time (PST, MST, EST, or CST)LocationThis is a remote positionEligibility RequirementNon-U.S. Based Applicants Only. Applicants must reside outside of the United States and should not hold U.S. residency or citizenship unless specified otherwise by the role needed.Compensation (from the job post)Competitive pay of $5 to $8 per hour, tailored to your skill levelWarm Welcome Bonus: Earn up to $656th month sign-on bonus: $501-year anniversary bonus: $100
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