HubSpot Administrator & Sales Operations Specialist
KEY RESPONSIBILITIES
Clean and Standardize HubSpot
▪ Audit company, contact, and deal records to identify duplicates, outdated information, inconsistent fields, and incomplete records.
▪ Recommend and implement approved cleanup rules while preserving relevant history and associations.
▪ Standardize naming conventions, properties, ownership, territory assignments, and record-management practices.
▪ Establish recurring checks to prevent data-quality issues from recurring.
Build Practical Sales Processes
▪ Review and improve deal creation, pipeline stages, required information, and handoffs.
▪ Ensure relevant commercial information, including contract dates, is accessible and consistently maintained in HubSpot.
▪ Recommend the appropriate use of existing HubSpot objects, properties, and associations.
▪ Document processes and support the sales team in adopting them.
Prepare Lists and Execute Outbound Campaigns
▪ Clean, organize, segment, and prepare account and contact lists for outreach.
▪ Build and maintain HubSpot sequences and supporting workflows where appropriate.
▪ Partner with sales leadership on messaging, campaign audiences, fol