HubSpot Sales, Outreach & Reporting Specialist

About the Role

We are looking for a highly experienced HubSpot specialist who knows how to turn HubSpot into a simple, effective system for generating new business, managing sales activity, and giving leadership clear visibility into performance.

We are not looking for someone who simply knows how to navigate HubSpot.

We want someone who understands sales, client outreach, CRM strategy, automation, data, and reporting, and knows how to bring all of those pieces together inside HubSpot.

You should be comfortable coming into an existing HubSpot environment, understanding how the company operates, identifying what is working and what is not, cleaning up the system, and building a better way forward.

What You’ll Be Responsible For

1. HubSpot Reporting & Dashboards

This is one of the most important parts of the role.

You should be excellent at taking data that already exists inside HubSpot and turning it into simple, useful reports and dashboards that leaders and sales teams can actually understand and use.

You will:

* Build custom HubSpot reports and dashboards
* Understand what leadership is trying to measure and determine the best way to report it
* Create sales activity and productivity dashboards
* Track leads, opportunities, pipeline, conversion rates, meetings, proposals, wins, and other KPIs
* Build reports by salesperson, team, market, account, campaign, and time period
* Create executive-level dashboards that make complicated data simple
* Identify gaps or inconsistencies in HubSpot data
* Recommend improvements to properties, fields, pipelines, lifecycle stages, and data structure
* Help ensure the data going into HubSpot is accurate enough to produce meaningful reporting

The goal is not to create more reports. The goal is to create the right reports that help people make better decisions.

2. Sales Outreach & Lead Generation

You will help us use HubSpot as a true outbound sales and business development platform.

You should know how to:

* Build and manage email sequences
* Create thoughtful multi-touch outreach campaigns
* Personalize outreach at scale
* Build follow-up strategies for prospects
* Segment contacts and companies into targeted lists
* Create automated workflows based on prospect behavior
* Manage lead status and lifecycle stages
* Create tasks and follow-up processes for salespeople
* Improve engagement, response rates, meetings booked, and conversions
* Test and improve outreach strategies over time

You should understand the difference between simply sending emails and creating outreach that actually gets people to respond.

3. Email Marketing & Newsletters

You should have experience using HubSpot’s marketing tools to:

* Build and send newsletters
* Create segmented email campaigns
* Manage lists and audiences
* Build email templates
* Create automated nurture campaigns
* Monitor open rates, click rates, responses, and conversions
* Test subject lines, messaging, timing, and audiences
* Maintain good email deliverability and database health

4. HubSpot Optimization & Administration

You will also help us continuously improve how HubSpot is structured and used.

This may include:

* Auditing existing HubSpot portals
* Cleaning and organizing CRM data
* Creating custom properties
* Building workflows and automations
* Creating and managing lists
* Managing pipelines and deal stages
* Creating forms and lead capture processes
* Identifying duplicate or incomplete records
* Improving CRM organization
* Connecting HubSpot with other sales and marketing tools
* Training tea ---------- mbers on how to use the system correctly
* Documenting processes and best practices

What We’re Looking For

You should have significant hands-on HubSpot experience and be able to show us examples of systems, reports, dashboards, sequences, or workflows you have personally built.

Strong candidates will have experience with:

* HubSpot Sales Hub
* HubSpot Marketing Hub
* HubSpot CRM
* Custom reporting
* Custom dashboards
* Sequences
* Workflows and automation
* Email marketing
* Newsletters
* Lists and segmentation
* Lead management
* Pipeline management
* CRM data organization
* Sales analytics
* Data cleanup and optimization

HubSpot certifications are a plus, but real-world experience matters more to us than certifications.

What Success Looks Like

We want someone who can take a request like:

“I want to understand how productive our sales team is, where our opportunities are coming from, what activities are generating meetings, how opportunities are moving through the pipeline, and which salespeople are performing best.”

And then independently figure out:

1. What data is available
2. What data is missing
3. How HubSpot should be structured
4. What reports need to be created
5. How the dashboard should be organized
6. How to make the final result simple enough that leadership can understand it in a few minutes

We value people who solve problems instead of simply completing tasks.

The Type of Person We’re Looking For

You are:

* Highly organized
* Detail-oriented
* Analytical
* Curious
* Resourceful
* Proactive
* A strong communicator
* Comfortable working independently
* Able to simplify complicated information
* Willing to recommend a better way when you see one

You don’t need someone to tell you every button to click. Give you the outcome we’re trying to achieve, and you can figure out the best way to build it.

How to Apply

Please send us:

* A brief description of your HubSpot experience
* How many years you have worked directly in HubSpot
* Which HubSpot Hubs you have the most experience with
* Your HubSpot certifications, if applicable
* Examples or screenshots of dashboards and reports you have personally created
* An example of a sales sequence or outreach campaign you have built
* An example of a HubSpot workflow or automation you have created

Please also answer this question:

You join a company with 10 salespeople. Leadership wants a dashboard that tells them whether the sales team is doing the right activities, creating enough meetings, generating opportunities, moving those opportunities through the pipeline, and ultimately winning business.

What would you put on that dashboard and why?

We’re looking for someone who doesn’t just know HubSpot.

We’re looking for someone who knows how to use HubSpot to help a company