HubSpot Specialist (Short-Term Project)

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

About the Role

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

The ideal candidate is a HubSpot power user with 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 a short-term infrastructure project with 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.
Design and implement a best-practice sales pipeline aligned with the client’s process.
Build custom dashboards and reports that eliminate manual Excel exports.
Streamline data fields, automation, and user workflows to improve adoption.
Develop team training materials and documentation to ensure smooth handoff and long-term use.

Core Responsibilities

Conduct a full audit of the existing HubSpot environment (fields, objects, permissions, reports, workflows).
Redesign and implement a standardized sales process with defined stage criteria and automation.
Create custom dashboards for sales, marketing, and leadership visibility (pipeline health, conversion rates, revenue forecasts).
Optimize data management by cleaning unnecessary custom fields and enforcing naming conventions.
Configure and automate workflows for lead assignment, notifications, and follow-ups.
Train users and develop documentation to increase adoption across departments.
Collaborate with leadership to ensure the system aligns with business goals.

Qualifications

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

Success in This Role Looks Like

HubSpot becomes the single source of truth for all sales and pipeline data.
Teams no longer need to export data to Excel for analysis.
Sales process is clearly defined, automated, and adopted by the majority of users.
Leadership has real-time visibility into performance through clean, accurate dashboards.

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