Бразилия
Чили
КолумбияSolutions Consultant (HubSpot)
3 нед. назад
БразилияЧилиКолумбия
hubspotworkflow automationsales pipeline managementdata quality management
Provide consulting to optimize HubSpot sales pipeline and automation for a client in the fitness/yoga industry.
О компании
- The largest yoga studio chain in the United States, offering a fitness-focused approach to traditional yoga. By combining heated environments, strength training, and music-driven classes with a hybrid digital platform, the organization delivers a modern workout model designed to build physical strength and mindfulness for practitioners of all experience levels.
- Review existing pipeline structures across the client’s sales segments and determine whether they accurately reflect how each segment operates
- Identify scenarios and conditions that the current configuration does not handle reliably
- Redesign pipeline stages, entry and exit criteria, required properties, and dependencies to improve data accuracy and consistency
- Rebuild or repair automated deal-creation processes to ensure deals are generated accurately and associated with the correct records
- Diagnose and resolve workflow failures, enrollment errors, and automation conflicts
- Improve lead-routing logic, sequences, and other Sales Hub automation
- Diagnose recurring data-quality issues and trace them to their source, including workflows, integrations, forms, and manual processes
- Establish and document practical data standards, including required fields, naming conventions, deduplication rules, and lifecycle-stage definitions
- Support the remediation of existing records while avoiding duplication of work already completed
- Implement monitoring and controls that identify data issues before they affect end users
- Establish sustainable CRM hygiene and governance practices
- Partner with sales leadership to define reporting needs at the sales representative, manager, and executive levels
- Build and maintain operational and leadership dashboards covering activity, pipeline movement, conversion, and segment performance
- Develop custom and multi-object HubSpot reports
- Reduce the manual effort required to produce recurring reports
- Support and upskill the client’s existing reporting resource to avoid creating a single point of dependency
- Assess which licensed HubSpot capabilities the client is not currently using
- Evaluate potential enhancements based on business value, implementation effort, and organizational readiness
- Provide clear recommendations on which capabilities should be adopted and which should be deferred
- Configure approved enhancements and document what changed, why it changed, and how it should be maintained
- Create and manage a prioritized, visible platform-optimization backlog
- Investigate gaps between implemented automation and the benefits reported by end users
- Distinguish between platform configuration, data-quality, process-design, and change-management issues
- Remove adoption barriers caused by configuration or workflow design
- Develop targeted enablement materials tied to specific platform and process changes
- Support users through changes and reinforce consistent CRM practices
- Help increase trust in HubSpot data, reporting, and workflows across the organization
- Own an agreed backlog and report progress against established priorities
- Coordinate priorities directly with client stakeholders with minimal oversight
- Adapt plans as business priorities evolve throughout the engagement
- Document configuration decisions, processes, and technical changes so platform knowledge remains with the client
- Provide continuity and consistent platform ownership throughout the engagement
- Coordinate effectively with ’s existing distributed delivery team
Требования
- Substantial hands-on HubSpot experience as an administrator or solutions consultant
- Deep HubSpot Sales Hub expertise, including: Pipeline and deal-stage architecture, Deal properties, Workflow design, Sequences, Lead routing
- Demonstrated experience building and repairing automated deal-creation processes within a multi-pipeline environment
- Strong CRM data-integrity experience, including data audits, deduplication, validation, remediation, and governance standards
- Experience developing HubSpot reports and dashboards, including custom and multi-object reporting
- Experience inheriting, stabilizing, and improving an existing HubSpot implementation
- Experience diagnosing and resolving workflow failures, automation conflicts, enrollment issues, and record-association problems
- Strong understanding of sales operations and the ability to distinguish platform issues from process or adoption challenges
- Experience maintaining and prioritizing an evolving CRM optimization backlog
- Strong written documentation skills
- Clear, direct, and confident stakeholder communication
- Ability to work independently at a part-time allocation without significant day-to-day oversight
- Availability to overlap regularly with US business hours and ’s delivery team
Будет плюсом
- Relevant HubSpot certifications
- Experience supporting a multi-segment or multi-brand sales organization
- Experience helping recover a CRM implementation that encountered adoption or data-trust challenges
- Experience working with distributed or offshore delivery teams
- Experience within consumer-facing or membership-based organizations
- Exposure to high-volume, relationship-driven sales environments
- Experience supporting organizational change and targeted CRM enablement
Условия
- We’re an AI-first global tech company with 25+ years of engineering leadership, 2,000+ team members, and 500+ active projects powering Fortune 500 clients, including HBO, Microsoft, Google, and Starbucks.
- From AI platforms to digital transformation, we partner with enterprise leaders to build what’s next. What powers it all? Our people are ambitious, collaborative, and constantly evolving.
- benefits vary by location and contract type. Your recruiter will fill you in on the details.
- International projects
- In-office, hybrid, or remote flexibility
- Medical healthcare
- Recognition program
- Ongoing learning & reimbursement
- Well-being program
- Team events & local benefits
- Sports compensation
- Referral bonuses
- Top-tier equipment provision
Другое
- Intermediate/Upper-Intermediate
- Engagement Type: Part-time Allocation: Approximately 20 hours per week, with increased availability during the initial stabilization period Work Type: Remote Working Hours: Regular overlap with the client’s US-based team and ’s existing delivery team
- Reasonable accommodations are available to enable individuals with disabilities to perform essential functions
- Please note: this job description is not exhaustive. Duties and responsibilities may evolve based on business needs
- Compensation details are shared with candidates at the early stage of the recruitment process.
- The offer is not binding until a signed contract is in place.
- We lead with trust, respect, and purpose. We believe in open dialogue, creative freedom, and mentorship that helps you grow, lead, and make a real difference. Ours is a culture where ideas are challenged, voices are heard, and your impact matters.