Hubspot Specialist at Renew Capital

Job Description

Responsibilities:

CRM Architecture & Data Governance

Conduct a structured audit of contact, company and deal records.
Identify and resolve data inconsistencies, duplicates and misaligned properties.
Standardize naming conventions and property usage across records.
Recommend a long-term data governance structure and documentation.
Sales Pipeline Design & Workflow Enforcement

Redesign multiple deal pipelines to reflect real-world team processes (e.g., fundraising, partnerships, portfolio).
Define stage-level criteria, required fields and automated triggers for consistency.
Set up automation for task handoffs, notifications and time-based stage alerts.
Identify failure points in the current system and implement process enforcements.

Automation Strategy & Conflict Resolution

Audit and optimize current workflows—remove redundancies and fix conflicting logic.
Deploy new automations aligned to team SOPs (e.g., deal stage movement, lead assignment, follow-up triggers).
Build logic-based workflows that adapt to user behavior and lifecycle stage changes.
Train key users on how to avoid automation drift.

Reporting, Permissions & Team Views

Set up governance-aligned dashboards by function (e.g., Investments, Growth, Partnerships).
Build dynamic reports that reflect performance metrics and time-in-stage analytics.
Recommend role-based access and visibility protocols.
Configure filtered views and dashboards tailored to each team’s workflow.

Documentation & Knowledge Transfer

Deliver written SOPs covering new governance rules, workflows and dashboard structures.
Provide Loom videos or lead a single live training session to walk through changes.
Leave behind a set of “admin guardrails” for future HubSpot users or contractors.

Preferred Qualifications:

Extensive experience as a HubSpot admin, architect or technical consultant.
Expertise in HubSpot pipeline design, automation logic, data hygiene and governance at scale.
Proven ability to solve HubSpot CRM issues quickly and independently.
Strong communicator who can document and transfer ownership effectively.
Bonus: Familiarity with VC/PE firms, B2B sales pipelines or emerging markets.