HubSpot Specialist (Short-Term Project)

Location:RemoteWork Hours:U.S. hours (flexible overlap)Type:Full-time Contract / Project-Based

About the Role

Our client is seeking aHubSpot Specialistto rebuild and optimize their existing HubSpot instance — transforming it from a basic CRM into afully functional, data-driven sales and reporting platform.

The ideal candidate is aHubSpot power userwith experience in CRM architecture, reporting dashboards, and pipeline management. You’ll assess the current setup, identify gaps, and implement best-in-class solutions that improve usability, data accuracy, and team adoption.

This is ashort-term infrastructure projectwith a high-impact objective: stand up a clean, efficient, and insightful HubSpot system that supports a growing sales team.

Key Objectives
* Evaluate the current HubSpot setup, identifying inefficiencies in data structure, reporting, and pipeline configuration.
Evaluate the current HubSpot setup, identifying inefficiencies in data structure, reporting, and pipeline configuration.
* Design and implement abest-practice sales pipelinealigned with the client’s process.
Design and implement abest-practice sales pipelinealigned with the client’s process.
* Buildcustom dashboards and reportsthat eliminate manual Excel exports.
Buildcustom dashboards and reportsthat eliminate manual Excel exports.
* Streamlinedata fields, automation, and user workflowsto improve adoption.
Streamlinedata fields, automation, and user workflowsto improve adoption.
* Developteam training materialsand documentation to ensure smooth handoff and long-term use.
Developteam training materialsand documentation to ensure smooth handoff and long-term use.

Core Responsibilities
* Conduct a fullauditof the existing HubSpot environment (fields, objects, permissions, reports, workflows).
Conduct a fullauditof the existing HubSpot environment (fields, objects, permissions, reports, workflows).
* Redesign and implement astandardized sales processwith defined stage criteria and automation.
Redesign and implement astandardized sales processwith defined stage criteria and automation.
* Createcustom dashboardsfor sales, marketing, and leadership visibility (pipeline health, conversion rates, revenue forecasts).
Createcustom dashboardsfor sales, marketing, and leadership visibility (pipeline health, conversion rates, revenue forecasts).
* Optimizedata managementby cleaning unnecessary custom fields and enforcing naming conventions.
Optimizedata managementby cleaning unnecessary custom fields and enforcing naming conventions.
* Configure and automateworkflowsfor lead assignment, notifications, and follow-ups.
Configure and automateworkflowsfor lead assignment, notifications, and follow-ups.
* Train users and develop documentation toincrease adoptionacross departments.
Train users and develop documentation toincrease adoptionacross departments.
* Collaborate with leadership to ensure the system aligns with business goals.
Collaborate with leadership to ensure the system aligns with business goals.

Qualifications
* 3+ years of hands-on experience withHubSpot CRMsetup, optimization, and reporting.
3+ years of hands-on experience withHubSpot CRMsetup, optimization, and reporting.
* Proven success designingHubSpot pipelines, dashboards, and automation for sales teams.
Proven success designingHubSpot pipelines, dashboards, and automation for sales teams.
* Deep understanding ofHubSpot objects,custom fields, anddata hygiene best practices.
Deep understanding ofHubSpot objects,custom fields, anddata hygiene best practices.
* Strong analytical mindset; comfortable translating business needs into system logic.
Strong analytical mindset; comfortable translating business needs into system logic.
* Excellent written and verbal communication skills for stakeholder training and documentation.
Excellent written and verbal communication skills for stakeholder training and documentation.
* (Preferred) HubSpot Certifications in CRM Implementation, Sales Hub, or Reporting.
(Preferred) HubSpot Certifications in CRM Implementation, Sales Hub, or Reporting.

Success in This Role Looks Like
* HubSpot becomes thesingle source of truthfor all sales and pipeline data.
HubSpot becomes thesingle source of truthfor all sales and pipeline data.
* Teams no longer need to export data to Excel for analysis.
Teams no longer need to export data to Excel for analysis.
* Sales process is clearly defined, automated, and adopted by the majority of users.
Sales process is clearly defined, automated, and adopted by the majority of users.
* Leadership has real-time visibility into performance through clean, accurate dashboards.
Leadership has real-time visibility into performance through clean, accurate dashboards.