Sales Operations Consultant, HubSpot


We are seeking HubSpot Sales Operations Consultant with expertise in HubSpot, along with a strong emphasis in sales operations set-up, processes development and report building. We are ideally looking for a part-time consultant either in the DC area or remote.

About Us:

We are a DC based professional services firm that focuses on Contingent Talent Acquisition, Short-term Contracting and Federal Project Staffing within a number of industries in the DC market including Real Estate, Construction, Financial Services, Nonprofit, Government Contracting, Professional Services and others. We focus on local middle market companies that have roots in the DC area.

Feel free to visit our website for more information: https://www.turn2partners.com/

Our Need:

We recently implemented HubSpot and are looking for a part-time consultant to help development a sales roadmap/workflow, define/customize form fields, development re-occurring reports, provide valuable insights into HubSpot’s front and back-end capabilities. We have a long list of projects and reports we would like to see implemented over the next 3-6 months and are looking for a professional to help accomplishment those tasks.

This role requires not only a deep understanding of CRM best practices, sales operations best practices and data management but also the ability to utilize analytical insights to optimize the CRM tool and database for maximum efficiency and effectiveness.


  • HubSpot Management:
    • Serve as the Subject Matter Expert for all HubSpot-related activities, including configuration, customization, and optimization
    • Collaborate with the Business Development Team, Business-Line Account Managers and cross-functional teams to develop and execute CRM strategies aligned with business goals
    • Create segmented lists, workflows, and automation processes within HubSpot
    • Troubleshoot and resolve any CRM integration related issues or discrepancies in a timely manner
  • Data Management:
    • Maintain and enhance the quality of customer data within the CRM system, ensuring accuracy, completeness, and consistency
    • Implement data segmentation strategies to deliver to enhance our tailored content and experiences to different customer segments
    • Create a report or workflow to regularly clean and update the CRM database to optimize campaign targeting and reporting accuracy
  • Analytical Expertise:
    • Generate comprehensive reports on CRM performance, campaign effectiveness, and customer engagement using data-driven insights
    • Analyze CRM data to identify trends, patterns, and opportunities for improvement, and provide actionable recommendations
    • Collaborate with stakeholders to translate analytical findings into strategies for optimizing the CRM tool and database
  • Collaboration and Communication:
    • Work closely with the business development team and business-line Account Managers to align CRM strategies with overall business objectives
    • Communicate effectively to gather requirements, provide updates on progress, and share insights derived from data analysis
    • Participate in cross-functional meetings to contribute CRM and analytical expertise


  • Bachelor's degree in Marketing, Business, Information Technology, or a related field
  • Proven experience (5 years) as a Sales Operations or CRM Specialist or similar role, with a focus on HubSpot, and analytical reporting
  • Proficiency in data management, segmentation techniques, and generating analytical reports to optimize CRM strategies
  • Excellent analytical skills with the ability to interpret data and provide actionable insights
  • Strong communication and collaboration skills to work effectively with cross-functional teams
  • HubSpot certifications and any relevant certifications in Marketing Cloud tools are a plus
  • Problem-solving attitude and a keen eye for detail

Posted On: Monday, July 1, 2024
Compensation: $35 - $50 per hour

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