Hubspot Systems Strategy, Optimization & Implementation Services

Elemental Impact•Honolulu, HI

13d

About The Position

Elemental Impact is seeking proposals from qualified consultants to support a multi-phase engagement focused on redesigning and optimizing our HubSpot platform. Elemental Impact is a nonprofit investor with 17 years of experience advancing innovative technologies with deep environmental and local impact. The selected consultant will serve as a strategic advisor to assess and improve CRM architecture, workflows, governance, and integrations to strengthen operational efficiency, cross-functional coordination, and long-term scalability. Elemental Impact has internal HubSpot leads who know our systems and workflows well. The selected consultant will partner closely with these leads throughout discovery, recommendations, and any approved implementation work. Internal leads will provide organizational context, operational insight, and support prioritization of recommendations. This engagement is intentionally structured in two phases: an initial discovery and recommendations phase, followed by an optional implementation and enablement phase.

Requirements

Relevant HubSpot consulting experience
Experience supporting complex or cross-functional HubSpot environments
Experience supporting nonprofit organizations or mission-driven organizations using HubSpot beyond traditional sales functions
Experience conducting CRM audits, workflow assessments, and systems optimization initiatives
Key personnel with relevant HubSpot expertise and certifications
Key personnel with CRM systems strategy and administration experience
Key personnel with experience with nonprofit or mission-driven organizations
Key personnel with experience supporting distributed CRM ownership models and cross-functional operational teams
Fixed-fee pricing for Phase I discovery, audit, and recommendations
Proposed hourly rates and pricing structure for Phase II implementation support

Nice To Haves

Experience with Splash integrations, event systems, or marketing and event operations workflows
Familiarity with AI-enabled CRM workflows, automation tools, and operational AI use cases

Responsibilities

Review HubSpot architecture, objects, properties, pipelines, permissions, ownership structures, reporting, and key integrations
Assess current data hygiene, data governance, duplication issues, and operational workflows
Identify workflow inefficiencies, manual processes, and opportunities for simplification and automation
Evaluate the current HubSpot and Splash integration, including event workflows, field mapping, segmentation, attendance tracking, and post-event follow-up
Implement approved HubSpot architecture, workflow, automation, property, and governance changes
Build custom objects
Update teams, permissions, ownership structures, and access settings
Support event systems and Splash integration improvements
Develop SOPs, governance documentation, and training materials
Support data cleanup and governance initiatives
Configure automations and reporting improvements