---
title: Vacancy - CRM Implementation Specialist
description: As a CRM Implementation Specialist, you will be an essential part of the team in identifying new opportunities & optimising client process using CRM tools.
---

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# 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](https://velocity.digital/vacancy-crm-implementation-specialist#tab1)
- [Requirements: Skills](https://velocity.digital/vacancy-crm-implementation-specialist#tab2)
- [Personal Attributes](https://velocity.digital/vacancy-crm-implementation-specialist#tab3)
- [What does success look like?](https://velocity.digital/vacancy-crm-implementation-specialist#tab4)

### 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.

 

### Contact Us

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