HubSpot CRM Specialist

Join us today!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.Disclaimer: This is a general overview of the position. Specific tasks and tools will be discussed in detail during the final interview.Project OverviewWe want to:Disable or remove usage of HubSpot’s default Leads toolEliminate duplicate tracking between: HubSpot Lead Pipeline (default object)Custom Company-Level Lead Stage propertyCentralize all lead tracking at the Company Object levelCreate required company-level properties visible to all usersStandardize required data entry fieldsImprove internal clarity and prevent workflow confusionResponsibilitiesYou will:Lead Management ArchitectureAudit our current HubSpot setupDetermine if the HubSpot Leads object is activeSafely disable or decommission Lead Pipeline tracking (if in use)Consolidate lead progression tracking at the Company levelCustom Company Property SetupCreate and configure the required Company properties:Required Fields (visible on left panel for all users):Lead Stage (Dropdown – Required)Primary Real Estate Profile (Required)Representation Type (Required)Lead Stage Property CustomizationCreate a Company-level dropdown field:Field Name: Lead StageField Type: Dropdown SelectInitial Options:No Live Contact MadeContact Attempted(Additional stages may be added later.)UX & GovernanceEnsure required fields cannot be bypassedStandardize visibility so all MacLeod users see these fields clearly on the Company recordEliminate duplicate tracking systemsProvide clear documentation on the new workflowQualifications3+ years of hands-on experience with HubSpot CRMStrong understanding of: Objects (Contacts, Companies, Deals, Leads)Custom propertiesPipelinesRequired fields & validation rulesWorkflows & automationExperience restructuring CRM architectureAbility to prevent duplicate data trackingExperience documenting CRM systemsStrong communication skillsBonus QualificationsHubSpot Certified (CRM or Marketing Hub)Experience in real estate or brokerage environmentsExperience in centralizing lead tracking at the company levelPerks and Benefits:Job security and stabilityExceptionally supportive teamOpportunities for career growthFun work environmentSchedule:Full-Time and/or Part-Time (PST, MST, EST, or CST)Location:This is a remote positionApply now and take the first step towards a rewarding career! Only qualified candidates will be processed and invited to take the assessment and schedule initial and final interviews.Please make sure you apply for the right job based on your experience. We prioritize applicants who successfully follow this instruction!By providing a telephone number and submitting this form, you consent to be contacted by SMS text message. Message & data rates may apply. You can STOP messaging by sending STOP and get more help by sending HELP. Visit our Privacy Policy for more information.Eligibility Requirement: Non-U.S. Based Applicants OnlyPlease note that the majority of our job positions are reserved for individuals living outside the United States. Applicants must reside outside of the United States and should not hold U.S. residency or citizenship unless specified otherwise by the role needed.We kindly ask that U.S. residents or citizens refrain from applying, as these opportunities are designed to support our international workforce.Originally posted on Himalayas