HubSpot & Sales Operations Specialist

New
M
MultiplyMiiFinance Consulting
Remote Philippines, Monday-Friday, 8AM to 5PM Central Standard TimeFull-TimeMiddle
Salary not disclosed
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Job Details

Experience
4+ years
Required Skills
Project ManagementData AnalysisMicrosoft ExcelHubSpotCRM

Requirements

  • 4+ years of dedicated, hands-on experience administering HubSpot as a primary platform owner.
  • Background supporting sales operations, marketing operations, CRM management, or data reporting.
  • Strong working knowledge of HubSpot configuration, properties, lists, imports, exports, deduplication, workflows, and sequences.
  • Proven experience configuring lifecycle stages, sales stages, lead statuses, routing, notifications, and lead/Fit scoring.
  • Demonstrated success building and maintaining dashboards, reports, and performance metrics for sales and marketing stakeholders.
  • Strong Excel skills for data analysis, including formulas, lookups, pivot tables, and data preparation.
  • Proven ability to translate business requirements into practical system/process solutions.
  • Strong analytical, troubleshooting, and project management skills.
  • Ability to document complex processes clearly, create user guides and SOPs.
  • Willingness to provide work samples, case studies, or a redacted portfolio.

Responsibilities

  • Serve as the primary administrator and subject matter expert for HubSpot.
  • Maintain CRM data integrity across contact, company, lead, and deal records.
  • Configure, maintain, and optimize lifecycle stages, lead routing, sales stages, workflows, sequences, and automation.
  • Create and maintain detailed dashboards, reports, KPIs, and data views that support sales and marketing decisions.
  • Partner with marketing, business development, market leadership, and operations teams to improve processes and drive user adoption.
  • Support lead scoring, segmentation, campaign tracking, pipeline management, and related sales and marketing initiatives.
  • Train and support users while developing practical documentation, SOPs, and operating standards.
  • Troubleshoot platform and reporting issues, test changes, and identify opportunities for continuous improvement.
  • Assist with sales operations processes and reporting, including lead, deal, pipeline, referral, and win/loss reporting.
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