Hubspot Ops & Sales Tech Specialist | 2-3 mos | 10-20 hrs/wk
UpworkUSNot specifiedexpertScore: 70
Sales ManagementLinkedIn Sales NavigatorHubSpotCustomer Relationship ManagementData EntryLead GenerationSales AnalyticsSales AutomationData Hygienen8n
We are seeking a highly skilled HubSpot Sales Operations Contractor for a 2 to 3-month engagement. You will be the primary technical owner for our Sales Hub (Professional/Enterprise) environment, focusing on sales performance visibility, tech stack integrations, and SDR/Outbound enablement.
You will work alongside our Marketing Ops Lead and the Customer Ops Project Managers, eventually reporting to a Head of Revenue Operations (still in process of being hired). Your success is defined by a single KPI: High adoption of CRM processes you create by the sales team and sales managers.
Duration: 2–3 months (Open-ended).
Primary KPI: Sales team adoption of CRM processes and procedures.
Availability: Immediate start.
Key Responsibilities
1. CRM Sales Performance & SLA Management
SLA Dashboard Ownership: Own the maintenance and accuracy of the Speed to Lead SLA Dashboard. You will monitor lead response times, identify bottlenecks in routing, and provide weekly reports to Sales Managers on SLA breaches.
Sales Manager Project Wishlist Management: Maintain the sales team’s ongoing list of priority projects and source new tasks to a backlog to be reviewed at a weekly call on Friday (930a ET - you must be able to attend live).
Reporting Accuracy: Build and maintain lead-level and deal-level reporting for sales managers to use, including conversion rates by segment (SMB vs. Enterprise) and lead source performance.
Detailed Sales Data Hygiene Reports: own a prioritized set of CRM fields (company, lead, contact and deal properties) required for accurate forecasting and segment reporting. Ensure regional managers have the filtered views and data points needed to run their weekly 1:1 meetings.
2. Outbound Tech Management & SDR Enablement
Outbound Tech Stack Ownership: Manage the configuration and workflows for ZoomInfo, ensuring Account Signals are properly triggering tasks for the sales team.
ABM Prospecting Tech Stack Inputs: Run projects to establish automated workflows that empower cold prospecting from sales and marketing jointly (partner with MOps Lead and VP Marketing).
SDR Routing Logic: Implement and manage SDR routing rules for specific regions, including Australia, New Zealand, and LATAM. Transition manual handling processes to automated logic to improve "speed to lead" stats.
Lead Ownership Integrity: Resolve frequent "Missing Lead Owner" and "Missing SDR" errors. Implement fail-safe routing to ensure no high-value lead is left unassigned.
3. Sales Tech Stack & Integration Architecture
Webhook & Lead Source Management: Maintain and troubleshoot n8n webhooks that funnel leads from external sources (Capterra, G2, RevLeads, Google Ads) into HubSpot.
Stripe & Financial Data Sync: Optimize the Stripe-to-HubSpot workflow to ensure the "Deal Amount" property accurately reflects current MRR (rather than ARR) and updates dynamically as subscriptions change.
Troubleshooting Routing & Comms: Resolve technical friction in RevenueHero (fixing timezone booking errors) and Intercom (ensuring conversations are properly logged against HubSpot Contact and Deal records where appropriate).
4. Data Hygiene & Tactical Support
System Cleanup: Execute the "Clean Data" project, which includes resolving the unassigned deal backlog (specifically for high-employee count trials) and purging stale account ownership for inactive accounts.
Data Validation: Implement validation steps in the lead creation workflow to prevent "no-name" leads (e.g., "dash demo") and manage duplicate leads entering the system via multiple forms.
CRM Structure: Research and implement proper Parent/Child/Sister account relationships in HubSpot to support complex enterprise sales cycles.
5. Enablement & Documentation
SOP Development: Act as the primary author for Sales Ops SOPs in Notion. Every new workflow or technical change must be documented clearly for both technical and non-technical stakeholders.
Sales Feedback Loop: Distribute process updates via Slack and create Loom walkthroughs for new features or deal-view changes to ensure the sales team understands how to use the tools you build.
Technical Requirements
Expert HubSpot User: Advanced mastery of HubSpot Sales Hub (Enterprise), including custom objects, advanced workflows, and reporting.
n8n & Integration Expertise: Proven experience managing data flows via n8n (or Zapier) and syncing financial data (Stripe) with CRM deals.
Sales Tech Stack: Desired cross-tool proficiency with ZoomInfo, RevenueHero, Vitally, PandaDoc, and Intercom.
Communication: Exceptional ability to translate technical CRM configurations into simple training materials (Notion/Loom).
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