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HubSpot Expert

Pavago
2 days ago
Remote
Costa Rica
CRM Management
Description

HubSpot Expert (Sales Hub / Marketing Hub / Service Hub)

Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours

About the Role

We’re hiring a highly skilled HubSpot Expert to lead implementations, system optimization, automation, and CRM architecture across HubSpot’s ecosystem for a fast-growing digital marketing agency.

This is not a basic CRM Administrator role.

You’ll work directly with clients to:

  • Build scalable HubSpot systems
  • Optimize workflows and automations
  • Improve reporting and data structures
  • Ensure businesses fully leverage HubSpot across Sales, Marketing, and Service operations

This role is ideal for someone who understands:

  • CRM operations
  • Marketing automation
  • Client onboarding
  • Lifecycle implementation
  • Technical problem-solving within HubSpot environments

If you enjoy combining technical execution, client communication, automation, and systems thinking, this role is a strong fit.

What You’ll Own

HubSpot Implementations & CRM Architecture

  • Configure and optimize:
    • HubSpot Sales Hub
    • HubSpot Marketing Hub
    • HubSpot Service Hub
  • Build scalable CRM structures and pipeline systems
  • Design workflows, automations, and lifecycle stages
  • Configure custom properties, deal stages, ticket pipelines, and reporting
  • Ensure systems are organized, scalable, and aligned with client objectives

Automation & Workflow Development

  • Build and optimize:
    • Automated workflows
    • Lead routing systems
    • Nurture sequences
    • Pipeline automations
    • Internal notification systems
  • Improve operational efficiency through automation
  • Troubleshoot workflow issues and optimize system logic
  • Reduce manual work through scalable HubSpot solutions

Data Migration & System Optimization

  • Execute CRM migrations and data imports
  • Manage:
    • Data mapping
    • Data cleanup
    • Validation
    • Deduplication
  • Ensure data integrity and CRM accuracy
  • Optimize reporting structures and dashboard performance

Client Onboarding & Enablement

  • Lead onboarding and implementation calls with clients
  • Train clients on:
    • HubSpot best practices
    • Workflow management
    • Automation usage
    • CRM administration
  • Translate business requirements into practical HubSpot solutions
  • Maintain strong communication throughout implementation projects

Reporting & Performance Tracking

  • Build dashboards and reporting systems within HubSpot
  • Monitor:
    • Campaign performance
    • Pipeline metrics
    • Lifecycle reporting
    • Attribution tracking
  • Deliver actionable insights and optimization recommendations

Troubleshooting & Technical Support

  • Diagnose and resolve:
    • Workflow automation issues
    • Integration errors
    • CRM structure challenges
    • Reporting inconsistencies
  • Escalate advanced technical issues when required
  • Improve system reliability and operational efficiency

Requirements

Must-Have Experience

  • Proven hands-on experience with:
    • HubSpot Sales Hub
    • HubSpot Marketing Hub
    • HubSpot Service Hub
  • Strong experience in HubSpot CRM architecture and workflow automation
  • Experience with:
    • Lead lifecycle setup
    • Pipeline management
    • Reporting and dashboards
    • CRM integrations
  • Experience managing:
    • CRM migrations
    • Data imports
    • Data mapping
    • Validation and cleanup
  • Strong written and verbal English communication skills
  • Comfortable leading:
    • Client calls
    • Onboarding sessions
    • Training workshops
  • Ability to manage multiple client implementations simultaneously
  • Strong analytical and problem-solving skills

Nice-to-Have Experience

  • Active HubSpot certifications
  • Experience with:
    • Zapier
    • Make
    • API integrations
    • Custom integrations
  • HubSpot CMS or website deployment experience
  • Agency or client-service environment experience
  • Experience supporting RevOps or Sales Operations initiatives

What Makes You a Strong Fit

  • You think in systems, automation, and scalability
  • You enjoy solving operational inefficiencies
  • You communicate technical concepts clearly to clients
  • You are highly organized and detail-oriented
  • You take ownership and execute reliably
  • You balance technical precision with client experience

What a Typical Day Looks Like

  • Configure workflows and automation systems in HubSpot
  • Build and optimize CRM pipelines and reporting dashboards
  • Lead client onboarding and implementation calls
  • Troubleshoot integrations and workflow issues
  • Clean, structure, and maintain CRM data
  • Collaborate with project managers and technical teams
  • Train clients on HubSpot best practices
  • Document implementations and system configurations

In short: You build, optimize, and support scalable HubSpot systems that improve sales efficiency, marketing performance, and operational effectiveness.

Key Metrics for Success (KPIs)

  • Successful HubSpot implementation delivery
  • CRM accuracy and scalability
  • Workflow automation reliability
  • Client adoption and satisfaction
  • Reporting and dashboard accuracy
  • On-time project completion
  • Reduction in manual operational work

Why This Role Stands Out

  • Work across the full HubSpot ecosystem
  • High-impact, client-facing implementation role
  • Exposure to multiple industries and business models
  • Strong experience in CRM operations, automation, and RevOps
  • Fully remote work environment
  • Opportunity to deepen HubSpot expertise and certifications
  • Career growth into:
    • Senior HubSpot Consultant
    • RevOps Specialist
    • CRM Solutions Architect
    • Marketing Operations Lead

Interview Process

  • Initial Screening Call
  • Recruiter Interview
  • Final Interview
  • Offer & Onboarding

Apply Now

If you:

  • Love building scalable HubSpot systems
  • Enjoy automation and CRM optimization
  • Can confidently work directly with clients
  • Thrive in fast-moving implementation environments

this role is a strong fit for you.



Requirements