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Own and improve client HubSpot portals by configuring CRM objects, permissions, workflows, pipelines, data quality processes, integrations, and compliant email settings. Build reliable reporting and attribution, support migrations, and enable go-to-market teams through documentation, office hours, and practical procedures.
You’ll own the administration, governance, and continuous improvement of client HubSpot portals—turning fuzzy business problems into clean processes, accurate data, and reliable reporting. You’re the person who asks “what should happen next?” and then designs, builds, and ships the answer.
Be the portal owner: Configure objects/properties, user roles & permissions, teams, workflows and anything else the HubSpot instance needs.
Improve lifecycle & pipeline health: Define lifecycle stages/lead status, enforce stage exit criteria, standardize deal pipelines, and prevent stage drift.
Automate the boring stuff: Build/QA workflows, sequences, and enrollments that reduce manual work while preserving data integrity.
Own data quality: Create deduping, normalization, and enrichment routines; establish data SLAs, audits, and cleanup cycles.
Reporting & attribution: Ship trustworthy dashboards (funnels, velocity, campaign ROI), standardize definitions, and document logic to keep exec views consistent.
Integrations & migrations: Scope, configure, and maintain integrations (e.g., forms, ads, chat, Zapier), and support data migrations with mapping, test plans, and UAT.
Email & deliverability stewardship: Govern sender domains, subscription types, and compliance (CAN-SPAM/GDPR) with regular health checks.
Coach the go-to-market teams: Enable Sales/Marketing/Service with documentation, office hours, and just-in-time SOPs.
Required skills & experience
3–5+ years in HubSpot administration or CRM admin/marketing ops with heavy HubSpot ownership (Marketing, Sales, and/or Service Hub).
Proven Skills in: objects/properties, workflows, sequences, lists, forms, chat, lead routing, subscription types, and analytics/reporting.
Data hygiene: dedupe & normalization strategies, import/export mastery, QA/UAT habits.
Business analysis: requirements gathering, process mapping, acceptance criteria, and documentation that others can run with.
Nice to have
Experience with attribution & revenue reporting, Ads, Salesforce/other CRM integrations, or light API/Zapier work.Agency/consulting background supporting multiple stakeholders.
HubSpot Academy: Marketing Hub Software, Sales Hub Software, RevOps, CRM Implementation, Reporting, Data Integrations.
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