HubSpot CRM Specialist

Seeking an experienced HubSpot CRM Specialist to restructure and optimize CRM architecture, focusing on centralizing lead tracking at the Company level and improving data management and workflow clarity.

Location: Remote

Salary: $10.4k–$14.6k

Responsibilities

• Audit current HubSpot setup
• Determine if the HubSpot Leads object is active
• Safely disable or decommission Lead Pipeline tracking
• Consolidate lead progression tracking at the Company level
• Create and configure required Company properties
• Create a Company-level dropdown field for Lead Stage
• Ensure required fields cannot be bypassed
• Standardize visibility of fields for all users
• Eliminate duplicate tracking systems
• Provide documentation on new workflow

Requirements

• 3+ years of hands-on experience with HubSpot CRM
• Strong understanding of Objects (Contacts, Companies, Deals, Leads)
• Knowledge of Custom properties, Pipelines, Required fields & validation rules, Workflows & automation
• Experience restructuring CRM architecture
• Ability to prevent duplicate data tracking
• Experience documenting CRM systems
• Strong communication skills

Benefits

• Job security and stability
• Supportive team
• Opportunities for career growth
• Fun work environment