We seek an experienced HubSpot CRM and RevOps 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.Requirements
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 skillsComfort operating as a remote contractor.Nice to have
HubSpot Academy certificateB2B services / inside sales backgroundbasic 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.Benefits
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.Fast-Paced Thrills : Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.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.