We are looking for a proactive ‘HubSpot Specialist’ with 2–3 years of hands-on experience managing and optimizing HubSpot CRM for Sales and Marketing teams. The ideal candidate will be responsible for configuring HubSpot functionalities, building sales sequences, dashboards, reporting frameworks and automation workflows while ensuring data accuracy and CRM adoption across teams.
This role will work closely with Sales, Marketing and Customer Success teams to streamline processes, improve reporting accuracy and support revenue operations through HubSpot.
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Key Responsibilities
HubSpot Administration & CRM Management
Manage and optimize HubSpot CRM functionalities across Sales, Marketing and Service Hubs.
Create and manage sales sequences, workflows, pipelines, dashboards and reports.
Configure and maintain user access, permissions and quota updates.
Handle requests and resolve issues through internal tickets raised by Sales and Marketing teams.
Maintain CRM data hygiene and monitor duplicate records.
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Sales & Marketing Enablement
Collaborate with Sales and Marketing teams to implement and optimize HubSpot sales and marketing features.
Build and maintain sales automation workflows and lead nurturing sequences.
Support email campaigns and monitor sequence performance metrics such as reply rates.
Train Sales and Marketing teams on HubSpot features and best practices when required.
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Reporting & Revenue Analytics
Identify and resolve critical reporting issues and ensure data integrity for revenue reporting.
Develop and maintain dashboards to track key performance metrics including:
Forecast accuracy
Duplicate rate
Deal stage slippage
Sequence reply rate
Manual handoff rate
CRM adoption rate
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CRM Optimization & Process Improvement
Conduct Deep CRM Health Audits to identify system gaps and inefficiencies.
Refine data segmentation strategies for better targeting and reporting.
Review and optimize custom properties within HubSpot.
Support revenue target tracking and forecasting analysis.
Perform forecast vs actual revenue analysis to identify sales pipeline gaps.
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Automation & Workflow Improvements
Assess and improve automation maturity across the CRM.
Build and optimize workflows including Deal-to-Customer Success handoff processes.
Reduce dependency on manual spreadsheets by moving processes into HubSpot automation.
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Integrations & Platform Optimization
Assess and recommend improvements for Chargebee / Stripe etc integrations for invoicing and billing workflows.
Support implementation of invoicing capabilities within HubSpot.
Required Skills
Min 2–3 years of hands-on experience working with HubSpot CRM
Experience in Sales Hub, Marketing Hub and reporting dashboards
Strong understanding of CRM data management and automation workflows
Experience creating sequences, lead workflows and reporting dashboards
Ability to analyze sales data and identify operational improvements
Familiarity with CRM integrations, invoicing tools, and customer support systems (Stripe, Chargebee, Intercom, etc.)
Experience in data analysis and pipeline reporting
Strong communication skills to train internal sales teams
Required Skills
Min 2–3 years of hands-on experience working with HubSpot CRM Experience in Sales Hub, Marketing Hub and reporting dashboards Strong understanding of CRM data management and automation workflows
