The Role
Own end-to-end HubSpot implementation and optimization, including CRM architecture, pipelines, properties, workflows, automation, data migration, integrations, reporting, testing, documentation, training, and change management. Partner with stakeholders to map processes, improve data quality, eliminate manual work, and build scalable sales, marketing, and operational systems. Continuously audit and enhance HubSpot to support business growth and revenue operations.
Summary Generated by Built In
Role Information:
Title: Hubspot Implementation Specialist
Location: Remote
Department: Sales/Operations
Company: Rise Collective
Supporting Links:
- https://rise-collective.com/
- $60,000-$70,000/year
Rise Collective is a rapidly growing, vertically integrated real estate, hospitality, design, and investment organization built around a collection of complementary businesses. Our brands operate across the entire real estate and hospitality ecosystem, including:
- Luxury short-term rental property management
- Boutique hotel management
- Short-term rental investment
- Real estate brokerage
- Construction and renovation
- Lending and financing
- Insurance
- Tax and wealth strategy
The Collective exists to bring together specialized businesses and expertise under one ecosystem, making it easier for investors, homeowners, guests, and partners to access the services they need.
Role Overview:We're looking for a HubSpot Implementation Specialist who can help turn our business processes into scalable, reliable systems inside HubSpot. The right person will continuously identify opportunities to automate, improve reporting, eliminate manual work, and create a better experience for our teams and customers.
This is an opportunity to join a growing organization where your work will have a direct and visible impact on how the company operates and scales.
Your job is to understand how the business needs to work, determine how HubSpot should support that process, and then build the systems that make it happen.
You'll translate business requirements into:
- CRM architecture
- Pipelines
- Properties and data structures
- Workflows and automation
- Lead-routing systems
- Lifecycle management
- Reporting and dashboards
- Integrations
- Sales and marketing processes
- Internal tools and processes
- Documentation and SOPs
What success looks like
A successful person in this role will make HubSpot increasingly become a single source of truth and operating system for the business, rather than simply another piece of software.
You should be constantly asking: "How can we make this process simpler, more automated, more measurable, and more scalable?"
Key Responsibilities:
HubSpot Implementation & Configuration: Own the end-to-end implementation of HubSpot functionality across Rise Collective.
- Configure HubSpot CRM according to business requirements
- Build and maintain contact, company, deal, ticket, and other relevant CRM structures & properties
- Create and maintain custom properties, fields, objects, views, lists, and pipelines
- Configure lifecycle stages and lead-status frameworks
- Build sales pipelines aligned with actual business processes
- Configure permissions, teams, ownership, and user access
- Ensure HubSpot architecture remains clean, scalable, and logically structured
- Identify opportunities to simplify unnecessarily complex CRM configurations
Process Mapping & Business Requirements: Work with department leaders and stakeholders to understand how their teams actually operate.
- Conduct discovery sessions with stakeholders
- Document current-state processes
- Identify inefficiencies, bottlenecks, duplicate work, and manual processes
- Translate business requirements into HubSpot solutions
- Challenge requirements where appropriate rather than blindly building what is requested
- Design improved future-state processes
- Determine which processes should be automated, standardized, or eliminated
- Create clear implementation plans before beginning major builds
Workflow & Automation Development: Build automation that reduces manual work and improves operational consistency.
Examples may include:
- Lead routing
- Lead assignment
- Follow-up reminders
- Internal notifications
- Task creation
- Deal-stage automation
- Lifecycle-stage automation
- Lead nurturing
- Sales sequences
- Marketing automation
- Customer communications
- Internal approval processes
- Data hygiene automation
- Escalation workflows
- Re-engagement campaigns
- Pipeline management
You will be expected to understand not only how to build workflows, but also when automation is appropriate and when it creates unnecessary complexity.
Data Management & Migration: Own the integrity and usability of data within HubSpot.
- Audit existing CRM data
- Identify duplicate, incomplete, outdated, or inconsistent records
- Design data-cleaning processes
- Map legacy data into HubSpot
- Plan and execute migrations
- Validate record counts and relationships
- Test imports before production migration
- Maintain data standards and governance
- Establish rules around required fields and data entry
- Monitor data quality over time
Modern CRM migration involves much more than importing a CSV; relationships, history, permissions, workflows, integrations, and reporting dependencies all need to be considered.
Integrations & Systems Architecture: Help HubSpot work effectively with the broader technology ecosystem.
- Identify integration requirements
- Configure native HubSpot integrations where appropriate
- Work with tools such as Zapier, Make, APIs, or other middleware where required
- Troubleshoot integration issues
- Understand data flow between systems
- Determine which system should be the source of truth for different data
- Monitor synchronization and integration reliability
- Document integration architecture
You don't necessarily need to be a software engineer, but you must be technically capable enough to understand how systems communicate and diagnose problems.
Reporting, Dashboards & Analytics: Build reporting that helps leadership and department heads make better decisions.
- Build custom dashboards
- Support in developing sales and marketing reports
- Track pipeline performance
- Monitor lead conversion
- Analyze lifecycle progression
- Build attribution and performance reporting where appropriate
- Create operational dashboards
- Identify gaps in data collection
- Ensure reports accurately reflect the underlying CRM architecture
- Translate business questions into useful reporting solutions
The goal is not to create dashboards that look impressive.
The goal is to make the business more measurable.
Testing & Quality Assurance: Own quality control before systems go live.
- Develop test cases
- Test workflows and automation
- Conduct user acceptance testing
- Validate data migrations
- Test integrations
- Identify edge cases
- Troubleshoot unexpected behavior
- Document bugs and resolutions
- Conduct post-launch monitoring
- Maintain a structured implementation checklist
HubSpot's own implementation guidance emphasizes sandbox testing, reconciliation, user acceptance testing, integration testing, and post-launch "hypercare."
Training, Documentation & Change Management: Ensure teams actually use what you build.
- Train internal users
- Create SOPs and process documentation
- Develop quick-reference guides
- Record training videos where appropriate
- Explain technical concepts in simple language
- Support adoption of new processes
- Gather user feedback
- Identify recurring user issues
- Improve systems based on real-world usage
A technically perfect CRM that nobody uses correctly is a failed implementation.
Ongoing Optimization: HubSpot should continuously improve as the business evolves.
You will:
- Audit existing implementations
- Identify underutilized HubSpot functionality
- Improve existing workflows
- Eliminate unnecessary manual processes
- Improve data quality
- Optimize pipelines
- Improve reporting
- Identify automation opportunities
- Recommend new HubSpot functionality
- Maintain a prioritized optimization backlog
- Stay current with HubSpot product updates and best practices
Desired Experience, Competencies & Skills:
Desired Experience & Competencies:
- We are looking for someone with approximately 3+ years of hands-on experience working with HubSpot, CRM implementation, RevOps, sales automations, marketing automations, or a closely related function.
- Experience implementing HubSpot across multiple departments, business units, or clients is particularly valuable.
- HubSpot certifications are strongly preferred, particularly certifications relevant to Sales Hub, Marketing Hub, Operations Hub, CRM implementation, or data migration.
- Systems Thinking: You don't just see individual tasks; you understand how Lead → CRM → Automation → Sales → Customer → Reporting fits together as one system.
- Technical Problem Solving: You're comfortable investigating why something isn't working rather than immediately escalating it.
- Business Acumen: You understand that technology exists to solve business problems.
- Attention to Detail: Small CRM mistakes can create major downstream problems, so you should care about naming conventions, data integrity, workflow logic, dependencies, permissions, edge cases, and documentation.
- Project Management: You can take an implementation from Requirements → Build → Test → Launch → Training → Optimization without needing someone to constantly tell you what to do next.
- Communication: You can explain technical concepts to non-technical people clearly and without jargon.
- Ownership: You take responsibility for outcomes rather than simply completing assigned tasks.
- Continuous Improvement: You naturally look for ways to make systems faster, simpler, cleaner, and more scalable.
Growth Opportunity
This role has significant opportunity to grow as Rise Collective continues to scale.
The initial focus will be hands-on HubSpot implementation and optimization, but the long-term opportunity could expand into broader Revenue Operations / Systems leadership.
Potential progression could include:
HubSpot Implementation Specialist
↓
Senior HubSpot / RevOps Specialist
↓
RevOps Manager
As the organization grows, this person could eventually become responsible for the broader technology and systems architecture connecting our sales, marketing, operations, customer experience, and reporting functions.
About
We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.
Skills Required
- Approximately 3 or more years of hands-on experience with HubSpot, CRM implementation, RevOps, sales automation, marketing automation, or a closely related function.
- Ability to implement and configure HubSpot CRM structures, properties, objects, views, lists, pipelines, lifecycle stages, permissions, teams, and user access.
- Experience mapping business processes and translating business requirements into scalable HubSpot solutions.
- Experience building workflows, lead routing, notifications, task automation, sequences, lifecycle automation, and other sales or marketing automations.
- Experience auditing, cleaning, migrating, and governing CRM data, including validation of records and relationships.
- Technical ability to understand integrations, data flows, APIs, and middleware such as Zapier or Make, and troubleshoot integration issues.
- Experience building dashboards, reports, pipeline metrics, conversion reporting, attribution reporting, or operational analytics.
- Experience with testing, quality assurance, user acceptance testing, integration testing, troubleshooting, and post-launch monitoring.
- Ability to train users and create SOPs, process documentation, quick-reference guides, and other change-management materials.
- Strong systems thinking, technical problem-solving, business acumen, attention to detail, project management, communication, ownership, and continuous-improvement skills.
- Experience implementing HubSpot across multiple departments, business units, or clients.
- HubSpot certifications, particularly in Sales Hub, Marketing Hub, Operations Hub, CRM implementation, or data migration.
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The Company
What We Do
The Rise Collective is a vertically integrated property group operating at the intersection of real estate, design, hospitality, and wealth strategy, uniting diverse brands to elevate these sectors. They build, manage, and scale short-term rental (STR) assets, prioritizing seamless experiences and lasting relationships.
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