Responsibilities

• Build & Configure - Create and maintain HubSpot workflows across multiple client portals (Sales, Marketing, and Operations Hub)
• Design lead routing, lifecycle and deal stages, and pipelines for non-standard sales and intake processes
• Build custom reports and dashboards for pipeline tracking and performance
• Configure and maintain integrations between client portals and tools like Clio, RingCentral, and call-tracking platforms
• Data & Governance - Keep each firm's data clean through field standardization, custom objects/properties, and validation rules
• Audit workflows and data regularly to catch logic gaps, redundant steps, and broken triggers
• Manage users, roles, and data-access permissions in each account
• Document & Enable - Map and document each client's processes before and after building them out
• Create and maintain enablement materials - playbooks, onboarding, knowledge base articles, training videos
• Run training sessions and provide one-on-one support for client teams

Requirements

• 2+ years working inside HubSpot
• Comfort with complex workflow logic: branching, re-enrollment, date-based triggers, cross-object dependencies
• Experience owning integrations between HubSpot and external systems
• Ability to map and document a process before and after building it
• Ability to manage multiple client portals without mixing up context
• Strong attention to process detail and clear written communication

Preferred

• Salesforce experience; comfort moving between CRM platforms
• Agency, MSP, or consulting background managing HubSpot for multiple clients
• Familiarity with legal tech (Clio or similar)
• HubSpot certifications
• Experience building reporting or BI on top of CRM data