The primary goal is to move away from a cluttered legacy system by setting up a clean out-of-the-box HubSpot production instance. The Consultant will ensure that the new setup supports data hygiene standardized reporting and future ICP-related analysis.
Scope of Work
- Configure the new HubSpot instance using default out-of-the-box settings as much as possible to ensure stability and avoid legacy logic issues.
- Collaborate with the Business Analyst (BA) to design basic operational processes for various teams including SDR BDM AM and Marketing.
- Define standard triggers and rules for creating and managing Contacts Companies Leads Deals and Tickets.
- Create a centralized Single Source of Truth by documenting all agreed operational processes and implementation references.
- Develop role-based training materials and design rigorous examinations to validate user understanding.
- Conduct training sessions where all users must pass the exam as a prerequisite for system access.
- Define clear onboarding and offboarding processes per role including handover rules and record ownership transfer.
- Provide technical support during the final data migration phase ensuring only the Master Filtered relevant dataset is transitioned.
Qualifications :
- HubSpot Expert: Proven experience in HubSpot CRM implementation specifically with Sales and Marketing Hubs.
- Data Migration Specialist: Experience managing large-scale data cleanups and migrations (handling datasets of 1M records is a plus).
- Process Architect: Ability to translate business needs (like Sales Pipeline restructuring for New Business Renewals and Upsells) into functional CRM workflows.
- Enablement Focused: Experience in developing training curricula and conducting user assessments.
- Industry Context: Previous experience working with IT Outsourcing (ITO) or tech-service companies is highly preferred.
- Communication: Strong English proficiency for documentation and stakeholder alignment.
Additional Information :
BENEFITS
- Good work environment and good colleague (parties holidays team building activities).
- Leave days alongside public holidays.
- Self-organize project team.
- Work with high profile multinational companies.
Remote Work :
Yes
Employment Type :
Contract
The primary goal is to move away from a cluttered legacy system by setting up a clean out-of-the-box HubSpot production instance. The Consultant will ensure that the new setup supports data hygiene standardized reporting and future ICP-related analysis.Scope of WorkConfigure the new HubSpot instance...
The primary goal is to move away from a cluttered legacy system by setting up a clean out-of-the-box HubSpot production instance. The Consultant will ensure that the new setup supports data hygiene standardized reporting and future ICP-related analysis.
Scope of Work
- Configure the new HubSpot instance using default out-of-the-box settings as much as possible to ensure stability and avoid legacy logic issues.
- Collaborate with the Business Analyst (BA) to design basic operational processes for various teams including SDR BDM AM and Marketing.
- Define standard triggers and rules for creating and managing Contacts Companies Leads Deals and Tickets.
- Create a centralized Single Source of Truth by documenting all agreed operational processes and implementation references.
- Develop role-based training materials and design rigorous examinations to validate user understanding.
- Conduct training sessions where all users must pass the exam as a prerequisite for system access.
- Define clear onboarding and offboarding processes per role including handover rules and record ownership transfer.
- Provide technical support during the final data migration phase ensuring only the Master Filtered relevant dataset is transitioned.
Qualifications :
- HubSpot Expert: Proven experience in HubSpot CRM implementation specifically with Sales and Marketing Hubs.
- Data Migration Specialist: Experience managing large-scale data cleanups and migrations (handling datasets of 1M records is a plus).
- Process Architect: Ability to translate business needs (like Sales Pipeline restructuring for New Business Renewals and Upsells) into functional CRM workflows.
- Enablement Focused: Experience in developing training curricula and conducting user assessments.
- Industry Context: Previous experience working with IT Outsourcing (ITO) or tech-service companies is highly preferred.
- Communication: Strong English proficiency for documentation and stakeholder alignment.
Additional Information :
BENEFITS
- Good work environment and good colleague (parties holidays team building activities).
- Leave days alongside public holidays.
- Self-organize project team.
- Work with high profile multinational companies.
Remote Work :
Yes
Employment Type :
Contract
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