We are seeking an experienced HubSpot CRM Specialist to restructure and optimize CRM architecture.
You’ll be responsible to help transitioning to managing leads at the Company level (not the HubSpot Leads object) and need a specialist who understands CRM data structure, object relationships, property configuration, and pipeline optimization.
This role will require strategic thinking — not just technical setup.
Responsibilities
You will:
- Audit our current HubSpot setup
- Lead Management Architecture
- Determine if the HubSpot Leads object is active
- Safely disable or decommission Lead Pipeline tracking (if in use)
- Consolidate lead progression tracking at the Company level
UX & Governance
- Ensure required fields cannot be bypassed
- Standardize visibility so all MacLeod users see these fields clearly on the Company record
- Eliminate duplicate tracking systems
- Provide clear documentation on the new workflow
Qualifications
- 3+ years of hands-on experience with HubSpot CRM
- Strong understanding of:
- Objects (Contacts, Companies, Deals, Leads)
- Custom properties
- Pipelines
- Required fields & validation rules
- Workflows & automation
- Experience in restructuring CRM architecture
- Ability to prevent duplicate data tracking
- Experience documenting CRM systems
- Strong communication skills
Bonus Qualifications
HubSpot Certified (CRM or Marketing Hub)
- DeliverablesCleaned CRM architecture
- Disabled Lead Object (if applicable)
- Fully configured Company-level Lead Stage tracking
- Required property enforcement
- Documentation of structure
- Clear internal workflow recommendation
RATE : $8-$10 USD PER HOUR
US TIMEZONE