Job Description
What this role covers
We are hiring a CRM Implementation Specialist (HubSpot) for a private equity company in the software industry. This is a full-time remote role for a US-based company. This role is ideal for someone who is highly skilled in CRM implementation, migration, and integration, with a strong ability to collaborate directly with founders and executives while maintaining technical precision and process consistency. You must have deep HubSpot experience.
Key Responsibilities:
Lead CRM implementations and migrations, primarily from legacy systems to HubSpot.
Configure HubSpot instances based on standardized funnel definitions and KPI tracking requirements.
Set up automated workflows, lead scoring, and sales process automation.
Implement data validation rules and maintain data quality standards.
Work within existing CRMs across portfolio companies, including non-HubSpot platforms.
Build and maintain integrations between CRM systems and other tools (e.g., Aircall, Clay, Apollo, Lob).
Create custom reports and dashboards for portfolio-wide KPI tracking.
Troubleshoot technical issues and provide ongoing maintenance.
Document configurations and processes for knowledge transfer.
Conduct CRM training sessions for founders and their teams.
Perform data cleanup and enrichment for migrated and existing CRM data.
Establish standardized reporting structures across finance, sales, and product.
Monitor and maintain high data quality standards.
Support ad-hoc reporting requests from leadership.
Required Qualifications:
3+ years of experience with HubSpot administration and configuration.
Strong expertise in CRM data migration and system integrations.
Proficiency in API integrations and automation workflows.
Advanced Excel/Google Sheets skills for data manipulation and analysis.
Familiarity with sales funnel management and lead scoring methodologies.
Excellent written and verbal English communication skills.
Experience collaborating with executives and founders.
Strong project management and organizational skills.
Ability to explain technical concepts to non-technical stakeholders.
Comfortable with video calls and screen sharing sessions.
Flexible for urgent requests and deadlines.
Preferred Qualifications:
HubSpot certifications (Sales Software, Marketing Software, Service Software).
Experience with other CRM platforms (Salesforce, Pipedrive, Zendesk, Zoho etc.).
Background in B2B software or SaaS industries.
Familiarity with CRM best practices.
Required Skills & Tools:
HubSpot
API integration tools
Aircall, Clay, Apollo, Lob
Excel / Google Sheets
CRM reporting tools
Schedule & Pay:
Full-time position
US Eastern Time hours (9 AM – 6 PM EST).
This is a fully remote job for a US-based company.
SA - R18 000 – R27 000 per month, depending on experience and skills.
PH - ₱55,000 – ₱78,500 PHP per month, depending on experience and skills.
Annual raises, bonuses, and paid holidays/PTO.
System Requirements:
Internet speed of at least 20 Mbps
Computer with a 2.4 GHz processor or higher
8 GB of RAM or higher
Windows 10 or newer, or Mac OS X 10.10 or newer
HD 720p webcam
Headset with a microphone
Benefits:
Competitive pay rates
The company provides a US phone number and business email address
Consistent hours and pay
Enjoy the flexibility of working remotely, from home or any location of your choice
Eliminating commute time
Consistent work with the same clients, fostering long-term professional relationships
If you are passionate about CRM systems, have strong technical skills, and enjoy working in a fast-paced, founder-driven environment, we want to hear from you!