We’re seeking a HubSpot expert for a short-term engagement focused on governance, sales pipeline architecture, and CRM standardization. This is not a generic automation or admin role—we need someone with deep technical fluency in HubSpot’s enterprise features who can deliver scalable structure, clean data processes and enforceable best practices across teams.

Responsibilities:

CRM Architecture & Data Governance

• Conduct a structured audit of contact, company and deal records.
• Identify and resolve data inconsistencies, duplicates and misaligned properties.
• Standardize naming conventions and property usage across records.
• Recommend a long-term data governance structure and documentation.

Sales Pipeline Design & Workflow Enforcement

• Redesign multiple deal pipelines to reflect real-world team processes e.g., fundraising, partnerships, portfolio.
• Define stage-level criteria, required fields and automated triggers for consistency.
• Set up automation for task handoffs, notifications and time-based stage alerts.
• Identify failure points in the current system and implement process enforcements.

Automation Strategy & Conflict Resolution

• Audit and optimize current workflows—remove redundancies and fix conflicting logic.
• Deploy new automations aligned to team SOPs e.g., deal stage movement, lead assignment, follow-up triggers.
• Build logic-based workflows that adapt to user behavior and lifecycle stage changes.
• Train key users on how to avoid automation drift.

Reporting, Permissions & Team Views

• Set up governance-aligned dashboards by function e.g., Investments, Growth, Partnerships.
• Build dynamic reports that reflect performance metrics and time-in-stage analytics.
• Recommend role-based access and visibility protocols.
• Configure filtered views and dashboards tailored to each team’s workflow.

Documentation & Knowledge Transfer

• Deliver written SOPs covering new governance rules, workflows and dashboard structures.
• Provide Loom videos or lead a single live training session to walk through changes.
• Leave behind a set of “admin guardrails” for future HubSpot users or contractors.

Preferred Qualifications:

• Extensive experience as a HubSpot admin, architect or technical consultant.
• Expertise in HubSpot pipeline design, automation logic, data hygiene and governance at scale.
• Proven ability to solve HubSpot CRM issues quickly and independently.
• Strong communicator who can document and transfer ownership effectively.
• Bonus: Familiarity with VC/PE firms, B2B sales pipelines or emerging markets.