Vacancy: CRM Implementation Specialist/ Project Manager
Location: Remote / On-site as required
Duration: 6-month initial contract with potential extension
Role Overview:
As a Project Manager, you will own end-to-end HubSpot implementation projects for our clients and manage post-implementation Service Level Agreement (SLA) processes to ensure effective adoption, system stability, and continuous optimization.
You will:
- Engage clients throughout the HubSpot implementation lifecycle, including discovery, scoping, configuration, testing, go-live, and post-implementation SLA management.
- Document and analyze ‘As-Is’ and ‘To-Be’ business processes, focusing on sales, marketing, service, and operations within HubSpot.
- Assess operational risks in client processes and propose mitigation plans using HubSpot’s workflow, pipeline, and reporting tools.
- Configure, manage, and optimize HubSpot pipelines, workflows, lists, and reporting dashboards in line with client objectives.
- Oversee data migrations, integration mapping and workflow automation setups.
- Facilitate user adoption through training, documentation, and SOP creation for clients.
- Monitor post-go-live system health, data hygiene, and SLA compliance, escalating issues as needed while maintaining client confidence.
- Manage internal and client stakeholders, including reporting project health, blockers, and change requests promptly.
- Execute ad-hoc improvement projects within client HubSpot environments to enhance their ROI.
Vacancy - CRM Implementation Specialist
More About This Vacancy
Requirements: Experience
- 2+ years of project management in CR.
- Experience configuring HubSpot Sales, Marketing, and Service Hubs, including workflow automation, pipeline structuring, list segmentation, and reporting.
- Exposure to integrations between HubSpot and systems like telephony, payment platforms, student management systems, and accounting platforms.
- Familiarity with data migration processes into HubSpot and best practices for maintaining CRM data hygiene.
Requirements: Skills
- Confident, structured client-facing communicator capable of running discovery sessions, implementation updates, and post-go-live reviews.
- Strong documentation skills using Lucidchart (process mapping), Google Docs/Sheets, and ClickUp (project tracking).
- Ability to scope client needs, define clear deliverables, and manage timelines effectively.
- Capable of identifying post-go-live client challenges and proactively resolving issues or escalating them.
- Process-oriented mindset with a strong bias for action and accountability.
Personal Attributes
- Analytical, detail-oriented, and organized.
- Proactive problem-solver with a solution-oriented mindset.
- Positive, collaborative attitude.
- Comfortable managing remote projects and teams.
- Commitment to ethical behavior and confidentiality
What does success look like?
- Tickets are routed within 1 business hour of receipt.
- No ticket sits unassigned for more than 24 hours.
- Tasks are accurately updated and tracked.
- The team trusts you to keep ClickUp neat and up to date without micromanagement.
- Reports are accurate and assist in removing blockers.
