HubSpot CRM Specialist - The VA Group, LLC

Join us today!

We are seeking an experienced HubSpot CRM Specialist to restructure and optimize CRM architecture.

You’ll be responsible to help transitioning to managing leads at the Company level (not the HubSpot Leads object) and need a specialist who understands CRM data structure, object relationships, property configuration, and pipeline optimization.

This role will require strategic thinking — not just technical setup.

Disclaimer: This is a general overview of the position. Specific tasks and tools will be discussed in detail during the final interview.

Project Overview

We want to:

• Disable or remove usage of HubSpot’s default Leads tool
• HubSpot Lead Pipeline (default object)
• Custom Company-Level Lead Stage property
• Centralize all lead tracking at the Company Object level
• Create required company-level properties visible to all users
• Standardize required data entry fields
• Improve internal clarity and prevent workflow confusion

Responsibilities

You will:

Lead Management Architecture

• Audit our current HubSpot setup
• Determine if the HubSpot Leads object is active
• Safely disable or decommission Lead Pipeline tracking (if in use)
• Consolidate lead progression tracking at the Company level

Custom Company Property Setup

Create and configure the required Company properties:

Required Fields (visible on left panel for all users):

• Lead Stage (Dropdown – Required)
• Primary Real Estate Profile (Required)
• Representation Type (Required)

Lead Stage Property Customization

Create a Company-level dropdown field:

Field Name: Lead Stage

Field Type: Dropdown Select

Initial Options:

• No Live Contact Made
• Contact Attempted

(Additional stages may be added later.)

UX & Governance

• Ensure required fields cannot be bypassed
• Standardize visibility so all MacLeod users see these fields clearly on the Company record
• Eliminate duplicate tracking systems
• Provide clear documentation on the new workflow

Qualifications

• 3+ years of hands-on experience with HubSpot CRM
• Objects (Contacts, Companies, Deals, Leads)
• Custom properties
• Pipelines
• Required fields & validation rules
• Workflows & automation
• Experience restructuring CRM architecture
• Ability to prevent duplicate data tracking
• Experience documenting CRM systems
• Strong communication skills

Bonus Qualifications

• HubSpot Certified (CRM or Marketing Hub)
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