HubSpot Specialist - Remote

  • New York, NY, USA
  • Leading Client
  • Contractor
  • Remote
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Job Description:

HubSpot Specialist

Role Type: Contractor
Location: Remote

Required Skills

  • HubSpot CRM
  • Sales Operations
  • CRM Workflow Automation
  • Lead Management
  • Deal & Pipeline Management
  • CRM Data Management

Job Summary

We are engaging HubSpot Specialists to support a customer project focused on completing and documenting real-world workflows within HubSpot. You'll use your hands-on HubSpot experience to complete realistic CRM and sales workflows and contribute high-quality interaction data that supports the development of next-generation AI systems.

Responsibilities

  • Complete assigned workflows and tasks within HubSpot using practical CRM and sales operations experience.
  • Navigate HubSpot features related to contacts, companies, deals, pipelines, tasks, reporting, and workflow automation.
  • Create, update, and manage CRM records and complete common sales and customer management workflows.
  • Perform workflows involving lead management, deal tracking, pipeline management, and CRM automation.
  • Record your screen while completing assigned workflows and clearly demonstrate the steps taken.
  • Create realistic prompts and detailed rubrics based on completed workflows.
  • Document workflow steps and clearly explain the HubSpot tools, features, and actions used.
  • Review task outputs for accuracy and alignment with project guidelines.
  • Work independently while following project instructions and quality standards.

Preferred Qualifications

  • Strong hands-on experience using HubSpot CRM in a professional environment.
  • Experience with sales operations, CRM management, lead management, deal pipelines, or workflow automation.
  • Familiarity with HubSpot reporting, segmentation, and CRM data management.
  • Prior experience with AI data annotation, labeling, RLHF, AI response evaluation, model evaluation, or similar Human Data projects is a plus.
  • Current access to HubSpot and the ability to navigate the platform independently.
  • Comfortable recording and sharing your screen while completing workflows.
  • Strong attention to detail and ability to clearly explain workflows and processes.