HubSpot Implementation Assistant

HUBSPOT IMPLEMENTATION (70% of role)

System Setup & Configuration:

• Build and configure HubSpot CRM pipelines, properties, and workflows from scratch
• Set up email sequences, deal stages, and automation rules
• Conduct data migration and list imports (contacts, companies, deals)
• Configure dashboards, reports, and tracking links
• Manage integrations with third-party tools as needed

Implementation Management:

• Own simple implementations end-to-end (30-day timeline target)
• Support complex implementations under lead consultant direction (up to 90 days)
• Maintain detailed implementation documentation throughout each project
• Ensure all assets (copy, lists, assets) are collected before build begins
• Conduct quality checks and testing before client handoff

CLIENT-FACING SUPPORT (20% of role)

• Attend client clarity sessions and strategy meetings as relevant
• Participate in onboarding and kickoff calls to understand client needs
• Provide strategic input during implementation planning
• Communicate clearly with clients on implementation status and next steps
• Not required for all client meetings - only implementation-relevant sessions

DOCUMENTATION & REPORTING (10% of role)

• Maintain a personal implementation template and documentation library
• Provide project status updates to lead consultant throughout build
• Document all configurations for client handoff and future reference
• Flag blockers or risks early to avoid timeline delays

Required:

• 1-2 years of hands-on HubSpot implementation experience (not just admin use)
• Demonstrated experience building HubSpot from the backend - pipelines, workflows, automations, sequences
• Experience managing simple implementations independently from kickoff to delivery
• Ability to work autonomously with minimal day-to-day oversight
• Strong strategic thinking - able to ask the right questions and problem-solve in real time
• Comfort participating in client-facing meetings and strategy conversations
• Organized, detail-oriented, and proactive in communication

Preferred:

• HubSpot certification(s) in Marketing Hub, Sales Hub, or CRM
• Experience with RevOps or marketing operations in a consulting or agency environment
• Familiarity with tools like AlignedUp, Slack, and project management platforms
• Experience supporting small business or founder-stage clients

• Flexible schedule