HubSpot RevOps Cleanup + Reporting + Automations

We're looking for a senior HubSpot specialist RevOps-minded to audit, clean up and improve our HubSpot setup across CRM pipelines reporting workflows and integrations. You'll review our current configuration reduce clutter properties stages duplicates tighten pipeline stage definitions process improve deal visibility views key fields build exec-level dashboards implement automations lead routing follow-up task creation from call activity transcripts closed-won triggers for billing post-close emails. We prefer someone who can hop on occasional calls for fast Q&A implementation changes quickly Part-time hourly start ASAP Job Description Detailed We use HubSpot as our CRM sales pipeline management reporting automations It works but it's messy too many properties outdated or duplicate stages fields inconsistent definitions reporting doesn't give leadership clean view pipeline health sales performance What we need help with must-have scope Reduce clutter remove merge outdated properties duplicate items unused fields Improve pipeline hygiene standardize stage definitions entry exit criteria required fields naming conventions Simplify clarify good data looks like deals Better deal card table views reps leadership Ensure key fields exist used consistently examples source type self-sourced importance priority region etc Ensure views support weekly pipeline review forecasting Dashboards plus reporting Build executive-level dashboards sales performance rep team period-over-period trends Pipeline health coverage stage distribution aging conversion rates velocity Forecast readiness data completeness missing fields stale deals Keep company-wide visibility friendly clean simple decision-ready Automations plus workflows Automatic lead routing clear rules ownership fallbacks Follow-up tasks based call activity transcripts Example calls recorded via Nooks transcript implies next steps assign SDR task due date Want pragmatic approach start reliable triggers iterate Closed-won triggers Kick off billing-related actions Trigger post-close emails workflows Integrations best practices Audit integrations Remove unnecessary confirm correct access ownership Ensure clean data flow duplicate tracking conflicting sources Recommend best practices relevant improves performance reporting Engagement style Parttime hourly Prefer occasional live calls Q&A implementation fast problem-solving Responsibilities Audit current HubSpot setup objects properties pipelines permissions Propose cleanup plan priorities matters most pipeline reporting Execute cleanup safely avoid breaking reports document changes backups exports Implement improved pipeline structure stage definitions required fields views Build validate dashboards underlying logic Build test workflows Lead routing activity-based task creation closedwon triggers Audit propose what stays goes rationale Document system so stays clean governance maintenance checklist Concrete Deliverables Example Plan Week 1 Audit Plan Fast concrete summary whats broken whats cluttered whats risky Property inventory Keep Merge Deprecate list reasoning Identify duplicates unused inconsistent picklists Pipeline review Stage definition doc entry exit criteria required fields next-step expectations Reporting gap analysis Leadership needs vs what shows Integration audit List owners permissions recommended actions Prioritized implementation plan estimated hours workstream Week 2 Cleanup Pipeline Views Property cleanup execution merge possible deprecate safely reduce noise Standardize key-fields source type self-sourced priority importance region etc Improve deal views rep manager Update pipelines stage def Data hygiene rules Required by-stage Deal hygiene checks stale deal sanity Close date sanity Week Validaton session Walk through metrics logic how use them in reviews Lightweight documentation Metric defs how interpret Week Automations Workflows Cleanup Lead routing workflow clear rules fail-safes Activity transcript-based task workflow starting dependable triggers iteration plan Closedwon triggers billing comms Integration cleanup Confirm owners access Reduce duplicate tracking conflicts Final handoff doc Governance ongoing maintenance Checklist Ongoing parttime Office hours Q&A Iteration on routinng dashbords worflowrks Team uses Nice have Skills Experience automation tasks call activity transcripts Nooks similar tools Familiarity sales engagement recording tooling maps into hubspot Billing finance handoff autoamtions closedwon invoicing finance flows Experience auditing integraions preventing dupulicate attribuition sourse conflits Setting up hubspot governace growing team name conventions field magement change control Contract duration months Variable Location Remote CountryCode CA Mandatory skills Hubsop Adminstration Propeties Objects Pipelines Permissions Hubspot Reporting Dashbords Pipelines Revenue Conversion Velocity Aging Workflows Autoamtion Routing Task Creation Lifecycle Triggers Revops process design Stage Definitions Required Fields Data Governace Cleanuity Migration experience Deduplicatin Field Safely Without Breakin Reporing Strong Communicatin Explain wht changed why keep maintanable

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