HubSpot Expert for Advanced Org Model and Automation Design
HubSpot Consultant Needed – Complex Company Modeling, Referral Attribution, BD Activity Tracking, and Workflow Automation We’re looking for a senior-level HubSpot architect/consultant to help us design and implement a CRM structure that supports multi-level organizational hierarchies, referral relationships, BD activity tracking, and efficient workflows. Our Business Development (BD) team builds and manages referral partnerships rather than working traditional sales deals. We manage organizations → sites → units → individual referrers, and our internal operations team handles referrals separately from BD. We have a broad CRM vision, but this project focuses on five high-priority problem areas. Please only apply if you have deep HubSpot architecture and RevOps experience. PROJECT SCOPE: 5 Key Priorities 1. Complex Company Models: Multi-Level Structures, Sites & Units 2. Tracking Active Referrers & Referrals per BD Rep 3. BD Touchpoint Tracking & Time-to-First-Referral 4. Top-of-Funnel Sourcing Inside HubSpot 5. Workflows & HubSpot Best Practices to Reduce Manual Work If you’re an expert in HubSpot data modeling, workflow automation, and partnership-based CRM design—we’d love to work with you. Apply tot his job