- Architect, build, and maintain HubSpot CRM structures, marketing automation, lead scoring, lifecycle stages, custom objects, workflows, and reporting.
- Build and QA reporting, identify data issues, and flag areas requiring additional analysis.
- Design and execute HubSpot-Salesforce integrations, including field mapping, sync logic, deduplication, and production troubleshooting.
- Scope custom API integrations, define architecture and data flows, and guide developers through implementation.
- Handle integrations using middleware, APIs, and third-party tools across client technology stacks.
- Build marketing automation programs in HubSpot Marketing Hub and Salesforce Marketing Cloud.
- Lead technical portions of client calls, including discovery, solution walkthroughs, training, and troubleshooting.
- Audit client portals and technology stacks, diagnose issues, and present recommendations.
- Support account consolidations, portal migrations, and multi-system integrations during M&A activity, rebrands, or restructures.
- Manage and QA the work of the HubSpot specialist, reviewing builds, workflows, and reporting.