<p>We seek an experienced HubSpot Specialist who will own the end-to-end build of our HubSpot Sales + Marketing program so the team can run a consistent, data-driven motion: clean data model, clear stages and SLAs, automation, sequences/playbooks, quotes/products, dashboards/forecasting, and practical SOPs. Phone workflows (recordings/transcripts) matter, but are one part of a broader revenue engine you’ll operationalize. </p><h3>Key responsibilities: </h3><p><em>Sales process, governance &amp; data </em></p><ul><li>Design/lock deal stages with exit criteria; align lifecycle and lead status definitions and handoffs (MQL→SQL→Opportunity→Won/Lost). </li><li>Set SLAs (speed-to-lead, response/aging) and create enforcement &amp; alerts. </li><li>Establish governance: user roles/teams, naming conventions, required fields, dedupe/merge rules, and a data quality checklist. </li><li>Finalize CRM objects &amp; properties (contacts, companies, deals, activities), plus ticketing if needed for post-sale handoffs (Background only). 2) Enablement &amp; execution </li><li>Build Sequences, Templates, Snippets, and Playbooks for prospecting, qualification, discovery, proposals, and renewals/upsell. </li><li>Stand up Products &amp; Price Books, Quotes, and basic CPQ logic (discount guardrails, approval paths). </li><li>Configure Forecast tool, pipeline views, and rep scorecards; define quota and territory filters where applicable. </li><li>Create onboarding &amp; SOP library (docs + short Looms) for reps and managers.</li></ul><p><em>Automation &amp; integrations </em></p><ul><li>Lead routing, tasking, enrichment, and lead scoring across web, email, forms, and calls. </li><li>Connect Marketing Hub (forms, landing pages, email, subscription types) and ensure consent/compliance settings.</li><li>Implement core integrations: Ads (Google/Meta/LinkedIn), GA4/GTM, e-commerce/payment or order systems (as applicable), and telephony/CTI for call logging/recording. </li><li>Optional: Connect billing/accounting or support tools for closed-loop reporting.</li></ul><p><em>Analytics, forecasting &amp; ROAS </em></p><ul><li>Publish role-based dashboards: Exec (revenue, ROAS, CAC payback), Sales (pipeline health, velocity, conversion, activities), Marketing (source performance, funnel). </li><li>Build a blended attribution model for ad → web/call → opportunity → revenue to close the ROAS gap (include phone-sourced conversions). </li><li>Stand up the forecasting cadence (weekly manager roll-ups, commit/best case, slip tracking) and a monthly “RevOps Insights” pack. 5) Phone workflows (important but balanced) </li><li>Enable call logging/recording/transcription (HubSpot or GoTo) and map outcomes/dispositions to next steps and forecasting. </li><li>Use transcripts for coaching tags and searchable notes; document recording notices in SOPs.</li></ul><h3>Requirements</h3><ul><li>3+ years building/administering HubSpot Sales Hub (Marketing Hub familiarity required). </li><li>Hands-on suc