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Posted 3 months ago
Requirements and responsibilities
We seek an experienced HubSpot Specialist who will own the end-to-end build of our HubSpot Sales and Marketing program, enabling the team to operate a consistent, data-driven revenue motion. This role is responsible for establishing a clean data model, clear stages and SLAs, automation, sequences and playbooks, products and quotes, dashboards and forecasting, and practical SOPs. Phone workflows, including recordings and transcripts, are an important component but part of a broader revenue engine to be operationalized.
Key responsibilities:
Sales process, governance and data
* Design and lock deal stages with exit criteria.
* Align lifecycle stages, lead status definitions, and handoffs from MQL to SQL to Opportunity to Won or Lost.
* Set SLAs for speed-to-lead, response time, and aging, and create enforcement rules and alerts.
* Establish governance, including user roles and teams, naming conventions, required fields, deduplication and merge rules, and a data quality checklist.
* Finalize CRM objects and properties for contacts, companies, deals, and activities, with ticketing configuration if needed for post-sale handoffs.
Enablement and execution
* Build sequences, templates, snippets, and playbooks for prospecting, qualification, discovery, proposals, renewals, and upsell.
* Set up products and price books, quotes, and basic CPQ logic, including discount guardrails and approval paths.
* Configure the forecast tool, pipeline views, and rep scorecards, and define quota and territory filters where applicable.
* Create onboarding materials and an SOP library using documentation and short Loom videos for reps and managers.
Automation and integrations
* Configure lead routing, task creation, enrichment, and lead scoring across web, email, forms, and calls.
* Connect Marketing Hub assets such as forms, landing pages, email, and subscription types, ensuring proper consent and compliance settings.
* Implement core integrations with ads platforms, GA4 and GTM, e-commerce or payment systems where applicable, and telephony or CTI tools for call logging and recording.
* Optionally connect billing, accounting, or support tools for closed-loop reporting.
Analytics, forecasting and ROAS
* Publish role-based dashboards for executives, sales, and marketing, covering revenue, ROAS, CAC payback, pipeline health, velocity, conversion, activities, and source performance.
* Build a blended attribution model from ad to web or call to opportunity to revenue, including phone-sourced conversions.
* Establish a forecasting cadence with weekly manager roll-ups, commit and best-case views, slip tracking, and a monthly RevOps insights package.
Phone workflows
* Enable call logging, recording, and transcription using HubSpot or GoTo.
* Map call outcomes and dispositions to next steps and forecasting.
* Use transcripts for coaching tags and searchable notes, and document recording notices in SOPs.
Requirements
* At least 3 years of experience building and administering HubSpot Sales Hub, with familiarity with Marketing Hub.
* Hands-on experience with pipelines and forecasting, sequences and playbooks, scoring and routing, products and quotes, dashboards, and governance.
* Practical experience integrating ads platforms with GA4 and GTM, and at least one telephony or CTI tool.
* Strong documentation, training, and asynchronous collaboration skills.
* Comfort operating as a remote contractor.
Nice to have
* HubSpot Academy certification.
* B2B services or inside sales background.
* Basic experience with API, Zapier, or Make for edge-case integrations.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)