HubSpot Specialist - Remote

HubSpot Specialist

Role Type: Contractor
Location: Remote

Required Skills

• HubSpot CRM
• Sales Operations
• CRM Workflow Automation
• Lead Management
• Deal & Pipeline Management
• CRM Data Management

Job Summary

We are engaging HubSpot Specialists to support a customer project focused on completing and documenting real-world workflows within HubSpot. You'll use your hands-on HubSpot experience to complete realistic CRM and sales workflows and contribute high-quality interaction data that supports the development of next-generation AI systems.

Responsibilities

• Complete assigned workflows and tasks within HubSpot using practical CRM and sales operations experience.
• Navigate HubSpot features related to contacts, companies, deals, pipelines, tasks, reporting, and workflow automation.
• Create, update, and manage CRM records and complete common sales and customer management workflows.
• Perform workflows involving lead management, deal tracking, pipeline management, and CRM automation.
• Record your screen while completing assigned workflows and clearly demonstrate the steps taken.
• Create realistic prompts and detailed rubrics based on completed workflows.
• Document workflow steps and clearly explain the HubSpot tools, features, and actions used.
• Review task outputs for accuracy and alignment with project guidelines.
• Work independently while following project instructions and quality standards.

Preferred Qualifications

• Strong hands-on experience using HubSpot CRM in a professional environment.
• Experience with sales operations, CRM management, lead management, deal pipelines, or workflow automation.
• Familiarity with HubSpot reporting, segmentation, and CRM data management.
• Prior experience with AI data annotation, labeling, RLHF, AI response evaluation, model evaluation, or similar Human Data projects is a plus.
• Current access to HubSpot and the ability to navigate the platform independently.
• Comfortable recording and sharing your screen while completing workflows.
• Strong attention to detail and ability to clearly explain workflows and processes.

Originally posted on Himalayas