Sales Operations Specialist, HubSpot

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Act as the main administrator and expert on HubSpot.

• Ensure the integrity of CRM data across contact, company, lead, and deal records.

• Set up, maintain, and enhance lifecycle stages, lead routing, sales stages, workflows, sequences, and automation.

• Develop and manage in-depth dashboards, reports, KPIs, and data views that inform sales and marketing strategies.

• Collaborate with marketing, business development, market leadership, and operations teams to optimize processes and promote user engagement.

• Assist with lead scoring, segmentation, campaign tracking, pipeline management, and related sales and marketing activities.

• Provide user training and support, while creating documentation, SOPs, and operational standards.

• Diagnose platform and reporting issues, test modifications, and pinpoint opportunities for ongoing enhancement.

• Support sales operations processes and reporting, including lead, deal, pipeline, referral, and win/loss metrics.

• Share tangible examples of previous work, case studies, or a redacted portfolio during the interview process.

⛳️ Requirements

• Over 4 years of hands-on experience managing HubSpot as the primary platform owner, with a focus on sales operations, marketing operations, CRM management, or data reporting.

• Solid working knowledge of HubSpot configuration, properties, contacts, segments, lists, imports, exports, deduplication, workflows, sequences, automation, and reporting across Sales, Marketing, and Content Hubs.

• Demonstrated experience in configuring lifecycle stages, sales stages, lead statuses, routing, notifications, and lead/Fit scoring.

• Proven track record in building and maintaining dashboards, reports, and performance metrics for sales and marketing stakeholders.

• Strong Excel capabilities for data analysis, including proficiency in formulas, lookups, pivot tables, and data preparation.

• Established ability to convert business requirements into effective system/process solutions, supported by strong analytical, troubleshooting, and project management abilities.

• A sales and marketing-oriented mindset with excellent stakeholder-service skills and a collaborative approach to supporting both teams.

• Ability to clearly document complex processes, create user guides and SOPs, and present work samples, case studies, or a redacted portfolio.

• Official HubSpot certifications (preferred).

• Practical experience with HubSpot's Data and Service Hubs (preferred).

• Experience integrating HubSpot with other business systems (preferred).

• Basic understanding of developer-level tools such as custom API coding or webhooks; coding skills are not required (preferred).

• Reliable computer, high-speed internet, and a quiet, dedicated workspace suitable for remote work.

• Currently based in the Philippines and legally eligible to work there.

🏝️ Benefits

• Fully Remote Work.

• 13th Month Pay.

• Healthcare (HMO).

• Comprehensive Fringe Benefits package.

• Paid Service Incentive Lead (SIL).

• Paid Philippines Holidays.

• Free Learning and Development Programs.