Expert HubSpot CRM Consultant

We’re a B2B SaaS company using HubSpot across marketing, sales, and customer success. HubSpot is actively used but messy, and we’re looking for an experienced HubSpot CRM freelancer to help us get more value out of what we already have. This is not a rebuild. We need someone who can improve, govern, and optimize an existing HubSpot setup. What we need help with Improve and govern our existing CRM (Contacts, Companies, Deals) Reduce duplicates and improve data hygiene Fix and enforce lifecycle stages Clean up and improve existing workflows Co-design automations such as: Lead routing Lifecycle stage progression Internal notifications Task creation Help build and explain reports and dashboards for: Pipeline health Conversion rates Source attribution Sales activity Revenue forecasting Act as a trusted HubSpot advisor for new initiatives and troubleshooting Train our team and provide Loom walkthroughs where useful HubSpot environment CRM (core) Marketing Hub (likely Pro) Sales Hub (likely Pro) Service Hub CMS Hub Integrations: Email, Ad platforms, Lusha No planned HubSpot upgrades in the next 6–12 months What success looks like Within a few months: A clean, reliable sales pipeline Clear and enforced lifecycle stages A working marketing → sales handover Reports and dashboards we actually trust Less manual work through smarter automation Who this is for You’re a strong fit if you: Are a senior HubSpot CRM / RevOps specialist Have solid B2B SaaS experience Are comfortable working across marketing, sales, and customer success Can explain HubSpot clearly to non-experts Improve existing setups instead of rebuilding from scratch Are confident challenging decisions when needed Not a fit if you: Want to start from scratch Apply rigid “best practice” without context Avoid ownership or accountability Engagement details Engagement: Retainer Hours: To be agreed Budget: Up to R1000/hour (lower rates possible for higher committed hours) Time zone: Preference for close to South Africa (SAST) NDA, security, and compliance required Reports into: Marketing To apply Please include: A brief summary of your HubSpot / RevOps experience Examples of improving or cleaning up an existing HubSpot setup Your availability and hourly rate Apply tot his job

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