HubSpot Partner (Long-term, CRM + Ops)

HubSpot Partner Needed — CRM Setup, Configuration, Training & Ongoing Management (40+ Sales Users) Project overview We are Tagsom, a digital operations partner, and we are assembling a HubSpot delivery team on behalf of a client. This is a long-term engagement, not a one-off setup. We are starting with the CRM foundation in HubSpot and will grow into full platform management supporting around 40 sales people across multiple business units. We need a HubSpot partner (agency or senior consultancy) who can own the platform end-to-end and grow with the account over the next 12+ months. Tagsom manages the engagement and is your point of contact. What we need help with CRM setup and configuration. Pipelines, properties, deal stages, lifecycle model, permissions, teams, and reporting for a 40-person sales org across several business units. Training. Onboarding and enablement for account managers and sales reps. We want documented, repeatable training, not just one-time sessions. Support and platform management. Day-to-day admin, user support, ticket handling, change requests, and continuous optimization once we are live. API and integrations. You need a solid understanding of the HubSpot API so you can work with our developers and write clear specifications for integrations with outreach tools, enrichment providers, and other MarTech in the stack. You will not build the integrations yourself, but you will scope and guide them. Team structure you need to bring To be considered, your organization must be able to assign named people to these roles: Project Manager for delivery and coordination with Tagsom. Training / Documentation Lead for enablement materials and onboarding. Service Manager for ongoing support and platform management after go-live. Senior HubSpot consultant with real API understanding to work with our developers. Solo freelancers will not fit this scope. We need a partner with a real support organization behind them. Timeline Selection and interviews: next week (week of August 10, 2026). Kickoff: late August 2026. Development and QA phase: first 2 months, working CET hours with our team. (Sales Start first week of September) Go-live and rollout to sales teams: September 2026. Commercial All work billed hourly through Upwork. No retainers, no fixed monthly fees outside Upwork. All roles (Project Manager, Senior HubSpot Consultant, Training / Documentation Lead, Service Manager) are fractional. We only pay for hours actually worked per role through trackers. Send us your hourly rate per role in your application. The client will purchase their own HubSpot license. You are not reselling licenses. Selection based on interviews with your assigned account manager and hourly rates per role. When you apply, please include Link to your website. 2 to 3 case studies of similar HubSpot rollouts, ideally with 30+ sales users and API integrations. Confirmation that you can take a call with us next week. Confirmation that your team can work CET hours during the first 2 months. Hourly rate per fractional role, billed through Upwork (PM, Senior Consultant, Training Lead, Service Manager). Applications that do not include the above will not be reviewed.