Job Description
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CPT-10870 HubSpot CRM Specialist / Technical Virtual Assistant
Independent Contractor – [Technical VA/Junior Level] (Remote).
Overview
20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.
We are seeking a highly skilled HubSpot CRM Specialist / Technical Virtual Assistant to support an integrative health medical practice in optimizing and managing its HubSpot platform. This role will focus on improving CRM functionality, building dashboards and reports, implementing automations, and ensuring that the organization is fully utilizing HubSpot’s capabilities.
The ideal candidate will have strong experience working with HubSpot CRM, particularly within enterprise-level environments, and will be comfortable handling both initial system setup and ongoing CRM management.This position will work closely with the Director of Growth Strategy and internal leadership team to streamline processes, improve reporting visibility, and enhance the patient lifecycle tracking through HubSpot.
The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.
Scope of Services
Contractors will be required to provide services that align with the following client tasks:
HubSpot CRM Management
- Manage and maintain the organization’s HubSpot CRM system
- Optimize CRM structure to improve data organization and workflow efficiency
- Monitor system performance and ensure data integrity
- Provide technical support for company website enhancements, including layout modifications and content updates as needed (our website is hosted by HubSpot).
CRM Setup & Optimization
- Configure and improve HubSpot pipelines, workflows, and automations
- Audit existing HubSpot setup and recommend improvements
- Ensure proper tracking of the patient/customer lifecycle
Reporting & Dashboards
- Create and maintain custom dashboards and reporting tools
- Build reports that provide insights into marketing, sales, and patient engagement
- Help leadership understand performance metrics through data visualization
Automation & Workflows
- Build and optimize HubSpot automations
- Implement workflow automation to improve operational efficiency
- Support campaign setup and CRM-triggered communications
Process Documentation
- Document CRM workflows, processes, and system configurations
- Assist in developing SOPs related to HubSpot usage
Ongoing CRM Support
- Provide continuous support for CRM updates and improvements
- Troubleshoot system issues and recommend solutions
- Suggest best practices for CRM utilization and automation
Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.
Skills
The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:
Required Qualifications
- 2–3+ years experience working with HubSpot CRM
- Experience managing HubSpot Enterprise or advanced HubSpot environments
- Strong knowledge of:
- HubSpot workflows
- Pipeline management
- CRM data organization
- Reporting and dashboards
- Experience setting up automations and CRM integrations
- Strong analytical and problem-solving skills
- Excellent English communication skills
- Ability to work independently and provide proactive recommendations
Preferred Qualifications
- Experience supporting healthcare, wellness, or medical practices
- Background in CRM auditing and system optimization
- Experience collaborating with marketing or growth teams
- Familiarity with sales tools and lifecycle reporting in HubSpot
Work Schedule
- Contracted Hours per Week: 20 Hours
- Scheduled Working Days: Monday through Friday
- Daily Working Time: EST(Flexible schedule, aligned with client needs)
Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.
Terms of Engagement
- Contractors will operate under a Master Services Agreement and a Statement of Work
- This is not an offer of employment; contractors are not employees of 20four7VA or any client
- All compensation is processed through 20four7VA according to the terms of the engagement
What we offer
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- And more!
