HubSpot/Breeze Specialist for Account Signals and Workflows

Posted yesterday

Worldwide

Summary

We are looking for a hands-on HubSpot specialist to help us test a focused client and contact reactivation use case inside our existing HubSpot portal. The pilot will likely focus on lapsed client accounts and former client contacts, including people who may have changed companies or roles. We want to test whether HubSpot’s native capabilities, including Breeze AI, enrichment, scoring, workflows, tasks, alerts, and reporting, can help us: - Update and enrich existing company and contact records - Identify contacts who have changed roles or companies - Surface relevant business, relationship, or timing signals - Prioritize the strongest reengagement opportunities - Assign ownership and create follow-up tasks - Track outreach, responses, meetings, and opportunities The work may include configuring properties, lists, scoring, enrichment, workflows, alerts, AI-supported research, and a simple reporting dashboard. A later phase may apply the same approach to a defined set of new target accounts. Our HubSpot portal is functional but not fully optimized. We are not seeking a full portal audit or CRM rebuild. The objective is to make this pilot work with the minimum practical changes. Any broader cleanup or redesign should be identified separately. We are looking for someone with recent, practical experience in: - HubSpot Sales Hub - Breeze and HubSpot AI tools - HubSpot enrichment and Credits - Company and contact scoring - Workflow and task automation - Contact enrichment and job or company-change data - Reporting and dashboards Please include examples of similar HubSpot work, your availability, hourly rate, and a brief explanation of how you would approach this pilot.

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Expert
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
HubSpot
Customer Relationship Management
Activity on this job
  • Proposals:20 to 50
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jan 31, 2025
  • USA
    New York7:30 AM
  • $199 total spent
    1 hire, 1 active
  • 6 hours

Explore similar jobs on Upwork

Video Creator for Online StoreHourly‐ Posted 4 weeks ago
Video Production
Video Upload
Videography
Sales Development
Sales
Cold Calling
Outbound Sales
Appointment Setting
Business Development
Inside Sales

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo