HubSpot Implementation Specialist
About The Position
HubSpot partner agencies run on Implementation Specialists. While Solutions Architects design the blueprint and CRM Strategists own the complex technical builds, Implementation Specialists are the hands-on operators who configure HubSpot portals, onboard clients, execute against delivery plans, and ensure that what was designed actually gets built correctly. You will typically manage 15–20 client onboardings and implementation projects simultaneously, working closely with senior consultants and project leads. This is a high-volume, client-facing role that rewards people who are organized, technically solid on HubSpot, and thrive in a fast-moving agency environment. It is also one of the clearest paths to growing into a CRM Strategist or RevOps Consultant role within a partner firm.
Requirements
- 2–4 years of hands-on HubSpot experience, including direct portal configuration and client-facing implementation work
- Solid working knowledge of HubSpot CRM, Marketing Hub, and Sales Hub — must have configured all three in real client environments, not just as an end user
- Prior experience working at a HubSpot Solutions Partner agency or in a client-facing consulting role — in-house HubSpot administration experience alone is not sufficient
- Comfortable managing multiple client projects simultaneously — strong organizational and time management skills are essential
- Strong communication skills — able to run client calls confidently, explain HubSpot concepts clearly, and manage client expectations professionally
- Experience performing data imports into HubSpot including field mapping and basic data cleanup
- Ability to work independently and take ownership of your client relationships without constant supervision
- HubSpot certifications in CRM, Marketing Hub, and Sales Hub preferred — or willingness to complete certifications quickly upon placement
Nice To Haves
- Exposure to HubSpot Service Hub or Operations Hub configuration
- Experience with common HubSpot marketplace integrations beyond the standard suite — Salesforce native sync, ZoomInfo, Databox, or similar
- Familiarity with basic data migration concepts — CSV imports, field normalization, deduplication
- Experience writing client-facing documentation, training guides, or HubSpot portal handoff notes
- Background in B2B marketing, sales operations, or customer success in a SaaS or technology environment
- Familiarity with project management tools such as ClickUp, Asana, or Monday.com used in agency delivery contexts
Responsibilities
- Execute HubSpot portal setup and configuration for new clients — including CRM structure, pipeline stages, deal properties, contact and company object setup, user permissions, and team configuration
- Implement marketing automation workflows, email sequences, lead scoring rules, and lifecycle stage logic based on specifications provided by senior consultants or the client discovery process
- Configure Sales Hub tools including sequences, meeting links, templates, deal pipelines, and forecast categories for client sales teams
- Set up and test third-party app integrations from HubSpot's native marketplace — Gmail, Outlook, LinkedIn, Zoom, Slack, and other standard connectors
- Conduct data imports into HubSpot — mapping fields, cleaning records, and validating data integrity post-import
- Serve as the primary point of contact for assigned client onboardings — running regular check-in calls, managing client questions, and keeping projects on track against a 60–90 day onboarding plan
- Advise clients on HubSpot best practices in plain, non-technical language — helping non-technical users understand how to use the platform effectively after go-live
- Identify and flag scope creep, technical complexity, or client situations that require escalation to a senior consultant or solutions architect
- Conduct QA on your own configurations before handoff — testing workflows, validating data, and ensuring everything works as designed
- Contribute to internal documentation and knowledge sharing within the delivery team
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
