The posting
This role is open to candidates based in LATAM, Africa, and Eastern Europe. Please note that as this role supports U.S.-based clients, candidates must be available to work during U.S. business hours aligned with the client’s time zone.
Our client is a growing SaaS company in the health and wellness industry. The company currently uses HubSpot and is looking to strengthen its CRM platform while establishing more consistent processes across its revenue and customer-facing teams.
ROLE OVERVIEW
The HubSpot RevOps Administrator will support the day-to-day administration, maintenance, and improvement of HubSpot across the customer lifecycle. This role focuses on maintaining accurate CRM data, managing workflows, supporting reporting, and ensuring consistent processes across Sales, Customer Success, Account Management, and onboarding.
The ideal candidate has hands-on HubSpot administration experience, strong attention to detail, and the ability to execute tasks within established processes. This individual should be comfortable troubleshooting routine CRM issues, supporting internal users, and identifying practical improvements as the company grows.
LOCATION
Fully Remote | 9:00 AM – 5:00 PM PST
KEY RESPONSIBILITIES
HUBSPOT ADMINISTRATION & CRM SUPPORT
- Maintain HubSpot records, properties, pipelines, lifecycle stages, user permissions, and core CRM settings.
- Ensure CRM data remains clean, accurate, complete, and consistently structured across Sales, Customer Success, Account Management, and onboarding.
- Support the setup and maintenance of pipelines, record views, forms, and basic CRM processes.
- Assist with updates to lifecycle stages, customer handoffs, and record movement throughout the customer journey.
- Identify data-quality issues and process gaps, providing recommendations to leadership.
AUTOMATION & WORKFLOW SUPPORT
- Build, update, and maintain HubSpot workflows, notifications, task creation, lead routing, follow-up processes, and handoffs.
- Support workflows connecting Sales, Customer Success, Account Management, and onboarding teams.
- Monitor automations and reminders to ensure they function correctly and reduce manual administrative work.
- Document recurring workflows, CRM processes, and best practices.
- Support future finance-related workflows and reporting as responsibilities evolve.
REPORTING & DATA INSIGHTS
- Build and maintain recurring HubSpot reports and dashboards covering pipeline performance, conversion, sales activity, onboarding progress, retention, and other core metrics.
- Retrieve CRM data and investigate reporting discrepancies when needed.
- Maintain data-quality standards to ensure reporting remains accurate and useful.
- Support leadership and internal teams with ad hoc reporting requests and customer lifecycle insights.
INTEGRATIONS & SYSTEM SUPPORT
- Maintain HubSpot integrations with revenue tools, including dialers, meeting-recording platforms, email systems, and other customer-facing applications.
- Troubleshoot routine CRM, automation, reporting, and integration issues, escalating more complex technical problems when necessary.
- Monitor data synchronization between HubSpot and connected tools to identify potential issues.
- Assist with evaluating and implementing new tools or integrations as the company grows.
USER SUPPORT & ENABLEMENT
- Provide day-to-day HubSpot support to Sales, Customer Success, Account Management, and onboarding teams.
- Answer user questions and provide guidance on CRM processes, reporting, and best practices.
- Assist with training new and existing team members on HubSpot workflows and processes.
- Maintain clear documentation of recurring processes, workflows, and system updates.
- Collaborate with leadership to prioritize ongoing HubSpot improvements.
QUALIFICATIONS
EXPERIENCE
- 2+ years of hands-on experience using and administering HubSpot in CRM administration, Sales Operations, Customer Operations, Revenue Operations, or a related role.
- Experience supporting HubSpot within a SaaS, subscription-based, or customer-lifecycle-focused business.
- Familiarity with supporting Sales, Customer Success, Account Management, and onboarding teams.
- Experience performing CRM data cleanup, maintaining workflows, preparing reports, and providing day-to-day user support.
SKILLS
- Working knowledge of HubSpot CRM, including pipelines, lifecycle stages, properties, workflows, reporting, dashboards, permissions, and data hygiene.
- Ability to build and maintain automations, notifications, lead routing, task creation, and customer handoff processes.
- Experience supporting HubSpot integrations and troubleshooting basic synchronization or system issues.
- Ability to work with CRM data and create straightforward reports and dashboards.
- Strong attention to detail and organizational skills when maintaining CRM records, workflows, and documentation.
- Ability to follow established processes while identifying issues and recommending improvements.
- Process-oriented approach to improving CRM efficiency and supporting internal teams.
- Ability to collaborate with multiple departments and provide reliable day-to-day system support.
- Willingness to learn and develop additional HubSpot, RevOps, and CRM administration skills.
- Ability to work effectively in a growing organization where processes continue to evolve.
PREFERRED EXPERIENCE & SKILLS
- HubSpot certifications.
WHAT SUCCESS LOOKS LIKE
- HubSpot data, workflows, and CRM processes are maintained accurately and consistently.
- Sales, Customer Success, Account Management, and onboarding teams benefit from clearer handoffs and more usable CRM processes.
- Leadership has access to accurate, up-to-date reporting on pipeline performance and the customer lifecycle.
- Routine CRM, workflow, reporting, and integration issues are resolved efficiently.
- The company has a dependable HubSpot administrator who can take on additional responsibilities as the platform and business grow.
OPPORTUNITY
The HubSpot RevOps Administrator will have the opportunity to support and improve the CRM operations of a growing SaaS company, contributing to more organized workflows, accurate reporting, and reliable processes across customer-facing teams.
This role provides hands-on experience across HubSpot administration, workflow automation, reporting, integrations, and user support, with opportunities to expand responsibilities as the company's Revenue Operations needs evolve.
APPLICATION PROCESS:
TO BE CONSIDERED FOR THIS ROLE THESE STEPS NEED TO BE FOLLOWED:
- Fill in the application form
- Record a video showcasing your skill sets
