CrewBloomHubSpot Specialist
We seek an experienced HubSpot Specialist who will own the end-to-end build of our HubSpot Sales + Marketing program so the team can run a consistent, data-driven motion: clean data model, clear stages and SLAs, automation, sequences/playbooks, quotes/products, dashboards/forecasting, and practical SOPs. Phone workflows (recordings/transcripts) matter, but are one part of a broader revenue engine you’ll operationalize.
Key responsibilities:
Sales process, governance & data
- Design/lock deal stages with exit criteria; align lifecycle and lead status definitions and handoffs (MQL→SQL→Opportunity→Won/Lost).
- Set SLAs (speed-to-lead, response/aging) and create enforcement & alerts.
- Establish governance: user roles/teams, naming conventions, required fields, dedupe/merge rules, and a data quality checklist.
- Finalize CRM objects & properties (contacts, companies, deals, activities), plus ticketing if needed for post-sale handoffs (Background only). 2) Enablement & execution
- Build Sequences, Templates, Snippets, and Playbooks for prospecting, qualification, discovery, proposals, and renewals/upsell.
- Stand up Products & Price Books, Quotes, and basic CPQ logic (discount guardrails, approval paths).
- Configure Forecast tool, pipeline views, and rep scorecards; define quota and territory filters where applicable.
- Create onboarding & SOP library (docs + short Looms) for reps and managers.
Automation & integrations
- Lead routing, tasking, enrichment, and lead scoring across web, email, forms, and calls.
- Connect Marketing Hub (forms, landing pages, email, subscription types) and ensure consent/compliance settings.
- Implement core integrations: Ads (Google/Meta/LinkedIn), GA4/GTM, e-commerce/payment or order systems (as applicable), and telephony/CTI for call logging/recording.
- Optional: Connect billing/accounting or support tools for closed-loop reporting.
Analytics, forecasting & ROAS
Publish role-based dashboards: Exec (revenue, ROAS, CAC payback), Sales (pipeline health, velocity, conversion, activities), Marketing (source performance, funnel).
Build a blended attribution model for ad → web/call → opportunity → revenue to close the ROAS gap (include phone-sourced conversions).
Stand up the forecasting cadence (weekly manager roll-ups, commit/best case, slip tracking) and a monthly “RevOps Insights” pack. 5) Phone workflows (important but balanced)
Enable call logging/recording/transcription (HubSpot or GoTo) and map outcomes/dispositions to next steps and forecasting.
Use transcripts for coaching tags and searchable notes; document recording notices in SOPs.
3+ years building/administering HubSpot Sales Hub (Marketing Hub familiarity required).
Hands-on success with pipelines/forecasting, sequences/playbooks, scoring/routing, Products/Quotes, dashboards, and governance.
Practical experience connecting Ads + GA4/GTM and at least one telephony/CTI tool.
Excellent documentation, training, and async collaboration skills
Comfort operating as a remote contractor.
Nice to have
- HubSpot Academy certificate
- B2B services/inside sales background
- basic API/Zapier/Make experience for edge-case integrations.
Minimum Technical and Work Environment Requirements:
Internet Connection:
Primary internet connection with a minimum speed of 15 Mbps.
Backup internet connection with at least 10 Mbps.
Backup connection must be capable of supporting work during a power outage.
Primary Device:
Desktop or laptop equipped with at least:
Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.
A minimum of 8 GB RAM.
Backup Device:
Must meet or exceed the performance of an Intel Core i3 processor.
Must be functional during power interruptions.
A functioning webcam.
A noise-canceling USB headset.
A quiet, dedicated home office space.
Peripherals and Workspace: A smartphone for communication and verification purposes.
Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
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Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.