HubSpot Specialist

Key Responsibilities

Sales process, governance & data

• Design/lock deal stages with exit criteria; align lifecycle and lead status definitions and handoffs (MQL→SQL→Opportunity→Won/Lost).
• Set SLAs (speed-to-lead, response/aging) and create enforcement & alerts.
• Establish governance: user roles/teams, naming conventions, required fields, dedupe/merge rules, and a data quality checklist.
• Finalize CRM objects & properties (contacts, companies, deals, activities), plus ticketing if needed for post-sale handoffs (Background only). 2) Enablement & execution
• Build Sequences, Templates, Snippets, and Playbooks for prospecting, qualification, discovery, proposals, and renewals/upsell.
• Stand up Products & Price Books, Quotes, and basic CPQ logic (discount guardrails, approval paths).
• Configure Forecast tool, pipeline views, and rep scorecards; define quota and territory filters where applicable.
• Cr...