Job Description
Description: We’re seeking a hands-on HubSpot expert who will work directly with our team (not via a project manager or agency). Our recent implementation with a partner left key elements incomplete and misaligned with our vision. We need someone who can clean up what exists, redesign our sales pipeline into a single unified system, and deliver in an iterative, collaborative way. What you’ll do: -Audit our current HubSpot setup (pipeline(s), custom objects, workflows, properties) and identify cleanup tasks.
-Redesign our sales pipeline: combine “Lead” and “Opportunity/Deal” pipelines into one cohesive pipeline with well-defined stages aligned to our revenue director’s needs. -Reconfigure custom objects, properties, record layouts, and deal flows, as needed to support the unified pipeline. -Adjust or rebuild workflows, automation, and reporting/dashboards tied to the old pipeline structure so everything functions correctly in the new model. -Work in real time with our team: share your screen, build live Agile-style, solicit immediate feedback, and iterate based on our input so the proper work is completed before moving too far with given direction.
What we expect: -You are the builder. We don’t want an agency or you sending tasks to someone else. -Deep experience with HubSpot CRM: pipelines, custom objects, automation, data model design, and reporting/dashboards. -Strong English communication: you’ll discuss architecture, walk through builds live, answer our questions clearly. -Comfortable working collaboratively: ideally you’ll hop on virtual or in-person (if local) sessions when needed, to build live agile-style, solicit immediate feedback, and iterate based on our input so the proper work is completed before moving too far with given direction.
and provide clear status updates. Flexible engagement: we’re starting with this major pipeline cleanup and revamp but expect a multi-month window. Hours will vary; you need to be available as priority tasks come up. Nice to haves: -Experience cleaning up “messy” HubSpot implementations from prior partners. -Experience working remotely or in-person with clients in US time zones. -Experience redesigning pipelines and workflows specifically for B2B sales teams. -Strong portfolio / examples of past work where you merged/simplified pipelines or rebuilt data models.
To apply, please send a short message including: -One concrete example of a HubSpot implementation you led where you cleaned up or redesigned pipelines/data model (include the outcome or benefit). -How you would approach merging a “Lead” pipeline and an “Opportunity/Deal” pipeline into one unified pipeline (brief architecture sketch) and ensuring all other related elements in HubSpot are properly accounted for and functioning. -
Your availability (hours per week) and how soon you could start. -
Your hourly rate expectation (USD) and whether you are comfortable working live via video calls or in-person (if local) for collaboration.
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