HubSpot Expert – CRM Implementation, Automation & Optimization | Remote
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours
About the Role
At Pavago, one of our clients is hiring an experienced HubSpot Expert to lead HubSpot implementations, optimization, and system improvements across Sales Hub, Marketing Hub, and Service Hub.
This is a hands-on, client-facing role requiring strong technical knowledge of the HubSpot ecosystem. You’ll manage the complete implementation lifecycle — from discovery and CRM architecture through workflow automation, data migration, integrations, reporting, testing, deployment, and client enablement.
You’ll work directly with clients to understand their business processes and translate those requirements into scalable, efficient HubSpot solutions that improve sales, marketing, and customer service operations.
If you know HubSpot beyond basic CRM administration and enjoy building systems, automating workflows, solving technical problems, and helping clients get more value from their technology, this role is a strong fit.
What You’ll Own
HubSpot Implementation & CRM Configuration
- Configure and optimize:
- HubSpot Sales Hub
- HubSpot Marketing Hub
- HubSpot Service Hub
Design and maintain scalable CRM architectureBuild and manage:
- Workflows
- Automations
- Pipelines
- Custom properties
- Lifecycle stages
- CRM structures
Configure HubSpot based on client processes and business requirementsEnsure implementations follow HubSpot best practices and remain scalable as client needs evolveData Migration & CRM Management
- Execute HubSpot data migrations, including:
- Data mapping
- Imports
- Validation
- Cleanup
Maintain data accuracy and consistency throughout migrationsIdentify duplicate, incomplete, or improperly structured CRM dataEnsure records, properties, pipelines, and associations are configured correctlyPerform quality assurance before and after migrationImplementation Lifecycle Management
- Manage HubSpot projects from:
- Discovery
- Onboarding
- Solution design
- Configuration
- Testing
- Deployment
- Optimization
Translate client goals into clear implementation requirementsCoordinate implementation milestones and deliverablesPerform QA checks to ensure accuracy, scalability, and platform performanceMaintain clear documentation of:
- System configurations
- Workflows
- Processes
- Project updates
Ensure implementations remain aligned with client goals and timelinesWorkflow Automation & Process Optimization
- Build automated workflows supporting sales, marketing, and customer service processes
- Identify opportunities to eliminate repetitive manual work
- Improve:
- Lead management
- Lead routing
- Sales processes
- Customer journeys
- Service workflows
Troubleshoot workflow logic and automation issuesContinuously optimize CRM processes based on business requirements and performanceIntegrations & Troubleshooting
- Diagnose and resolve HubSpot-related technical issues
- Troubleshoot:
- Workflows
- Integrations
- CRM configuration
- Data issues
- Automation challenges
Support third-party application integrationsIdentify root causes and recommend scalable solutionsDocument technical issues and resolutions clearlyCollaborate with Solutions Architects and Developers when additional technical support is requiredReporting & Performance Improvement
- Build HubSpot dashboards and reports
- Create reporting systems that provide visibility into:
- Marketing performance
- Sales performance
- Pipeline activity
- Customer service performance
- Campaign results
Analyze HubSpot performance dataRecommend improvements to:
- Campaigns
- Workflows
- Customer journeys
- CRM processes
Help clients use HubSpot data to make better operational and commercial decisionsClient Enablement & Training
- Lead client discussions throughout implementations
- Gather and translate business requirements into technical HubSpot solutions
- Conduct client training sessions
- Explain technical concepts clearly to non-technical stakeholders
- Provide guidance on HubSpot best practices
- Create supporting documentation and training materials
- Help clients improve HubSpot adoption and platform usage
- Collaborate with:
- Project Managers
- Solutions Architects
- Developers
- Client stakeholders
Requirements
- Proven hands-on experience with:
- HubSpot Sales Hub
- HubSpot Marketing Hub
- HubSpot Service Hub
Strong experience building:
- Workflows
- Automations
- Pipelines
- CRM structures
- Custom properties
Experience with HubSpot data migrations, integrations, troubleshooting, and optimizationExperience creating dashboards, reports, and performance tracking systemsUnderstanding of CRM architecture and data management best practicesAbility to manage multiple client projects while maintaining accuracy and meeting deadlinesStrong analytical and problem-solving skillsProfessional-level written and spoken EnglishExperience leading client calls and training sessions in EnglishStrong technical documentation skillsActive HubSpot certifications or willingness to obtain relevant certificationsAbility to work independently in a remote environmentAvailability during U.S. business hours
Idóneo Experience
- Experience implementing HubSpot for multiple clients or within an agency environment
- Experience with CMS Hub and HubSpot content deployment
- Familiarity with CRM integrations and third-party applications
- Experience working with marketing, sales, and customer service teams to improve processes
- Previous experience in a client-facing consulting or solutions role
- Experience managing end-to-end HubSpot implementations
- Strong understanding of CRM adoption and process optimization
Tools & Technology
HubSpot Sales Hub | Marketing Hub | Service Hub | CMS Hub | HubSpot CRM | HubSpot Workflows | HubSpot Automation | HubSpot Reporting | CRM Integrations | Data Migration & Import Tools
What Makes You a Strong Fit
You’ll likely thrive in this role if you:
- Have deep hands-on HubSpot experience and enjoy building scalable CRM solutions
- Understand how Sales, Marketing, and Service Hub work together
- Can translate business requirements into practical technical solutions
- Are comfortable owning HubSpot implementations from discovery through deployment
- Can independently troubleshoot complex HubSpot challenges
- Communicate technical concepts clearly to clients and non-technical stakeholders
- Are detail-oriented and maintain clean, scalable CRM structures
- Can manage multiple client implementations simultaneously
- Enjoy improving processes through automation
- Take ownership of helping clients get maximum value from their HubSpot investment
What a Typical Day Looks Like
You may start your day by reviewing ongoing HubSpot implementation projects, client priorities, and outstanding technical issues.
Throughout the day, you could build workflows and automations, configure pipelines and CRM properties, troubleshoot integrations, perform data migrations, or optimize an existing HubSpot environment.
You’ll also meet with clients to gather requirements, provide project updates, conduct training, and explain recommended system improvements.
You may review dashboards and performance data to identify opportunities to improve sales, marketing, or customer service workflows while collaborating with internal Project Managers, Solutions Architects, and Developers.
In short: you turn business requirements into scalable HubSpot systems that improve automation, visibility, adoption, and operational performance.
Key Metrics for Success
- HubSpot implementations delivered accurately and on time
- Successful data migrations with high data integrity
- Reliable and scalable workflow automations
- Improved CRM adoption and platform utilization
- Reduced manual processes through automation
- Accurate dashboards and performance reporting
- Fast resolution of HubSpot configuration and integration issues
- Strong client satisfaction and training outcomes
- Clean, scalable CRM architecture
- Successful implementation milestones and project delivery
Why This Role Stands Out
- End-to-end ownership of HubSpot implementations
- Hands-on work across Sales, Marketing, and Service Hub
- Direct interaction with clients and business stakeholders
- Opportunity to solve complex CRM and automation challenges
- Exposure to integrations, migrations, reporting, and process optimization
- Opportunity to help businesses maximize their HubSpot investment
- Fully remote working environment
- Career growth opportunities into:
- Senior HubSpot Consultant
- HubSpot Solutions Architect
- CRM Implementation Lead
- Marketing Operations Manager
- Revenue Operations (RevOps) Leadership
Interview Process
1. Initial Application
2. Spark Hire One-Way Video Interview
3. Initial Screening
4. Client Interview
5. Final Selection & Onboarding
Spark Hire Video Interview – Required
As part of the application process, all candidates are required to complete a one-way video interview through Spark Hire.
After completing the first step of your application, you’ll receive a Spark Hire invitation by email with instructions to record and submit your video responses.
Completion of the Spark Hire video is required to be considered for the next stage. Please check your inbox as well as your spam or junk folder for the invitation.
Apply Now
If you’re a HubSpot Expert with hands-on experience across Sales Hub, Marketing Hub, and Service Hub and know how to build scalable CRM systems, workflows, automations, integrations, migrations, and reporting solutions, we’d love to hear from you.
Apply today and help clients turn HubSpot into a powerful, scalable system for sales, marketing, customer service, and operational growth.
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📌 HubSpot Expert (México)
🏢 Pavago
📍 México