We're a remote, dynamic team and rely heavily on HubSpot, automation, and clean process to scale.
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The Role
We’re looking for a hands-on CRM Automation Specialist to own, build, and maintain our revenue systems.
This is a fractional contractor role, ideal for someone who enjoys fixing real-world operational problems, improving automation, and making data reliable.
You will work closely with the founder to translate business workflows into clean, scalable CRM and automation logic.
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Key Responsibilities
CRM & Pipeline Architecture
• Maintain and optimise HubSpot deal pipelines • Ensure lifecycle stages, deal stages, and ownership rules are consistent and enforced • Improve lead → deal → live customer flow across providers
Automation & Integrations
• Build and maintain Zapier automations (HubSpot ↔ forms ↔ tasks ↔ follow-ups) • Debug failed or looping automations • Improve reliability, logging, and error handling
Data Quality & Reporting
• Ensure reports reflect reality (lead to live, conversion rates, SLA tracking) • Reduce manual checks and edge-case failures • Support KPI dashboards for sales & operations
Process Translation
• Convert real-world workflows into CRM logic (not theory) • Suggest improvements where systems are fragile or unclear • Document automations and logic clearly
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What We’re Looking For
Must-Have
• Strong HubSpot experience (We currently use starter packages with zapier workflows) • Deep Zapier knowledge (filters, paths, error handling, sequencing) • Experience supporting sales or ops teams (not just marketing) • Comfortable working with imperfect data and evolving processes • Clear communicator — can explain why something works or breaks • Based in UK, Europe or within 2 hrs of BST
Nice-to-Have
• Experience in payments, SaaS, or services businesses • Familiarity with lead rotation, SLA tracking, and sales workflows • Comfort working directly with founders
• Reduction in automation errors • Fewer manual fixes required by the founder • Cleaner reporting and faster decision-making • Sales team trust in CRM data
To Apply, please include:
• A short note on your relevant experience • Examples of similar automations you’ve built (brief description or screenshots) • Your availability and pro rata/hourly rate
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