The HubSpot Expert will optimize revenue operations by managing HubSpot CRM, creating automations, enhancing reporting, and ensuring data quality across sales and marketing functions.
This is a remote position.
Our client is looking for a HubSpot / RevOps Specialist to help optimize and scale their revenue operations through automation, reporting, CRM management, and process improvement. They are a growing company within the commercial real estate industry that has continued expanding its operations and technology-driven approach to client services over recent years.
This role is ideal for someone who enjoys building efficient systems, maintaining clean and reliable data, and creating automations that improve collaboration between sales and marketing teams. The HubSpot / RevOps Specialist will play a key role in managing HubSpot infrastructure, supporting marketing initiatives, improving reporting capabilities, and ensuring operational excellence across the customer journey.
- Build, maintain, and optimize HubSpot workflows, automations, and operational processes.
- Configure and manage HubSpot CRM, including pipelines, lifecycle stages, custom properties, permissions, and lead routing.
- Create dashboards, reports, and performance tracking systems for sales and marketing teams.
- Monitor CRM data quality and implement best practices for data governance and hygiene.
- Develop and support email automation campaigns, nurture sequences, and lead engagement workflows.
- Analyze funnel performance, conversion metrics, attribution data, and operational KPIs.
- Improve alignment between sales and marketing through process optimization and reporting.
- Support integrations between HubSpot and third-party platforms.
- Troubleshoot automation issues, sync errors, and workflow inconsistencies.
- Assist with forecasting support through accurate reporting and CRM visibility.
- Maintain documentation and ensure operational processes remain scalable and efficient.
- Identify opportunities to automate repetitive tasks and improve overall business performance.
Requirements
- Strong hands-on experience with HubSpot CRM administration and management.
- Experience building workflows, automations, and lifecycle management processes.
- Knowledge of lead scoring, segmentation, lists, forms, and lead capture systems.
- Experience configuring and optimizing sales pipelines.
- Strong understanding of reporting dashboards and attribution reporting.
- Experience supporting sales and marketing operations.
- Ability to analyze data and provide actionable insights.
- Experience working with CRM data cleanup and governance initiatives.
- Understanding of integrations and automation platforms.
- Excellent organizational and problem-solving skills.
- Strong written and verbal English communication skills.
- Experience in HubSpot administration, RevOps, Marketing Operations, CRM Operations, or related roles.
- Knowledge of Revenue Operations principles and funnel management.
- Experience with Zapier, Make.com, or similar automation platforms.
- Familiarity with HubSpot Operations Hub.
- Experience working with Google Analytics and business reporting tools.
- Advanced proficiency with Excel and/or Google Sheets.
- Experience building reporting environments using Looker Studio is highly preferred.
- Familiarity with project management platforms such as Asana, Monday.com, or ClickUp.
- Understanding of APIs, integrations, and troubleshooting sync issues is a plus.
- Strong analytical mindset with attention to detail.
Benefits
Similar Jobs
Artificial Intelligence • Fintech • Machine Learning • Social Impact • Software
Design, build, and operate scalable, distributed event-driven systems that automate accounting close and capital risk workflows. Process high-volume financial events into reliable outcomes, lead multi-quarter engineering initiatives, improve reliability and maintainability, and partner with product, analytics, and finance teams.
Top Skills:
AWSDistributed SystemsEvent Streaming PlatformsEvent-Driven SystemsGenerative Ai Tools
Artificial Intelligence • Cloud • Sales • Security • Software • Cybersecurity • Data Privacy
Sell SailPoint Identity Security solutions to healthcare accounts, managing the full sales cycle, partnering with channel and technical teams, developing territory and opportunity plans, and exceeding quarterly and yearly quota. Lead virtual teams, maintain Salesforce and Clari hygiene, engage partners and marketing, and travel approximately 50% for customer and partner meetings.
Top Skills:
ClariHighspotMicrosoftOktaSailpointSalesforceSaviynt
Artificial Intelligence • Cloud • Sales • Security • Software • Cybersecurity • Data Privacy
Lead and coordinate large, cross-team infrastructure platform programs from inception to delivery. Drive roadmap execution, manage dependencies and risks, communicate status to executives, and improve operational practices. Facilitate cross-team alignment, scrum-of-scrums, and partner with product and engineering leaders to ensure predictable, high-quality outcomes.
Top Skills:
AgileAWSAzureCi/CdConfluenceEvent-Driven ArchitectureJIRAMicroservicesScrumSharepoint
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
