Job Description
Join us today!
We are seeking an experienced HubSpot CRM Specialist to restructure and optimize CRM architecture.
You’ll be responsible to help transitioning to managing leads at the Company level (not the HubSpot Leads object) and need a specialist who understands CRM data structure, object relationships, property configuration, and pipeline optimization.
This role will require strategic thinking — not just technical setup.
Disclaimer: This is a general overview of the position. Specific tasks and tools will be discussed in detail during the final interview.
Project Overview
We want to:
Disable or remove usage of HubSpot’s default Leads tool
Eliminate duplicate tracking between:
HubSpot Lead Pipeline (default object)
Custom Company-Level Lead Stage property
Centralize all lead tracking at the Company Object level
Create required company-level properties visible to all users
Standardize required data entry fields
Improve internal clarity and prevent workflow confusion
Responsibilities
You will:
Lead Management Architecture
Audit our current HubSpot setup
Determine if the HubSpot Leads object is active
Safely disable or decommission Lead Pipeline tracking (if in use)
Consolidate lead progression tracking at the Company level
Custom Company Property Setup
Create and configure the required Company properties:
Required Fields (visible on left panel for all users):
Lead Stage (Dropdown – Required)
Primary Real Estate Profile (Required)
Representation Type (Required)
Lead Stage Property Customization
Create a Company-level dropdown field:
Field Name: Lead Stage
Field Type: Dropdown Select
Initial Options:
No Live Contact Made
Contact Attempted
(Additional stages may be added later.)
UX & Governance
Ensure required fields cannot be bypassed
Standardize visibility so all MacLeod users see these fields clearly on the Company record
Eliminate duplicate tracking systems
Provide clear documentation on the new workflow
Qualifications
3+ years of hands-on experience with HubSpot CRM
Strong understanding of:
Objects (Contacts, Companies, Deals, Leads)
Custom properties
Pipelines
Required fields & validation rules
Workflows & automation
Experience restructuring CRM architecture
Ability to prevent duplicate data tracking
Experience documenting CRM systems
Strong communication skills
Bonus Qualifications
HubSpot Certified (CRM or Marketing Hub)
Experience in real estate or brokerage environments
Experience in centralizing lead tracking at the company level
Perks and Benefits:
- Job security and stability
- Exceptionally supportive team
- Opportunities for career growth
- Fun work environment
Schedule:
- Full-Time and/or Part-Time (PST, MST, EST, or CST)
Location:
- This is a remote position
Apply now and take the first step towards a rewarding career! Only qualified candidates will be processed and invited to take the assessment and schedule initial and final interviews.
Please make sure you apply for the right job based on your experience. We prioritize applicants who successfully follow this instruction!
By providing a telephone number and submitting this form, you consent to be contacted by SMS text message. Message & data rates may apply. You can STOP messaging by sending STOP and get more help by sending HELP. Visit our Privacy Policy for more information.
Eligibility Requirement: Non-U.S. Based Applicants Only
Please note that the majority of our job positions are reserved for individuals living outside the United States. Applicants must reside outside of the United States and should not hold U.S. residency or citizenship unless specified otherwise by the role needed.
We kindly ask that U.S. residents or citizens refrain from applying, as these opportunities are designed to support our international workforce.
