Configure the new HubSpot instance using default, out-of-the-box settings as much as possible to ensure stability and avoid legacy logic issues.
Collaborate with the Business Analyst (BA) to design basic operational processes for various teams, including SDR, BDM, AM, and Marketing.
Define standard triggers and rules for creating and managing Contacts, Companies, Leads, Deals, and Tickets.
Create a centralized "Single Source of Truth" by documenting all agreed operational processes and implementation references.
Develop role-based training materials and design rigorous examinations to validate user understanding.
Conduct training sessions where all users must pass the exam as a prerequisite for system access.
Define clear onboarding and offboarding processes per role, including handover rules and record ownership transfer.
Provide technical support during the final data migration phase, ensuring only the "Master Filtered" relevant dataset is transitioned.
Requirements
HubSpot Expert: Proven experience in HubSpot CRM implementation, specifically with Sales and Marketing Hubs.
Data Migration Specialist: Experience managing large-scale data cleanups and migrations (handling datasets of 1M+ records is a plus).
Process Architect: Ability to translate business needs (like Sales Pipeline restructuring for New Business, Renewals, and Upsells) into functional CRM workflows.
Enablement Focused: Experience in developing training curricula and conducting user assessments.
Industry Context: Previous experience working with IT Outsourcing (ITO) or tech-service companies is highly preferred.
Communication: Strong English proficiency for documentation and stakeholder alignment.
Benefits
Good work environment and good colleague (parties, holidays, team building activities).