HubSpot and Salesforce CRM Support Coordinator

Posted 5 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

We are looking for a GrowthOps CRM Support Contractor to support day-to-day stakeholder requests, HubSpot Marketing Hub workflows, Salesforce coordination, CRM data quality, dashboard/report validation, ticket hygiene, and first-level integration triage. This is not a CRM administrator, developer, or architecture role. The contractor will assist stakeholders, document issues, validate data, coordinate with internal owners, and support the CRM Architect and GrowthOps Manager. All production changes require approval from the CRM Architect and/or GrowthOps Manager before execution. The right person has hands-on experience supporting HubSpot Marketing Hub and enough Salesforce familiarity to understand access requests, ownership questions, layouts, reporting issues, and workflow impacts. They should be comfortable working from tickets, asking clarifying questions, documenting findings, and escalating anything that requires administrative permissions or impacts the broader technology ecosystem. Company context --------------------- We support sales, marketing, product, and operations teams using HubSpot, Salesforce, and related revenue operations tools. This role will help the organization stay on track during CRM migration and ongoing GrowthOps support work by keeping requests moving, validating data and reports, and surfacing issues clearly to the right internal owners. Responsibilities ------------------- Respond to incoming stakeholder requests from Sales, Marketing, Product, and Operations within a typical 1 to 2 business day SLA. Assist with intake triage, ticket hygiene, documentation, routing, and prioritization support. Support HubSpot Marketing Hub work involving lists, forms, dashboards, basic properties, campaign setup, configuration questions, duplicate cleanup, and object relationship issues. Assist stakeholders in creating dashboards, lists, and similar HubSpot assets based on stakeholder input. Coordinate Salesforce access requests, role/profile questions, ownership behavior issues, layout questions, and email template issues with the CRM Architect. Validate dashboards and reports against source records. Own CRM data cleanup and deduplication tasks that are approved and within assigned access limits. Monitor Salesforce-HubSpot process alignment and data integrity issues, then document findings and escalate when needed. Provide user enablement and training guidance for HubSpot and Salesforce workflows. Write clear stakeholder updates, root-cause summaries, risk callouts, and process documentation. Required qualifications --------------------------- Hands-on HubSpot Marketing Hub experience, especially lists, forms, dashboards, properties, campaigns, and basic configuration support. Salesforce familiarity sufficient to understand user access, ownership, layouts, reporting, and workflow issues. CRM data quality experience, including duplicate cleanup, incorrect classifications, source-record validation, and report mismatches. Reporting and dashboard QA experience. First-level integration triage experience across business systems. Strong written communication and documentation skills. Experience working from tickets with incomplete information and asking practical clarifying questions. Ability to work inside limited-access boundaries and escalate when administrative permissions are required. Comfort supporting sales, marketing, and operations stakeholders. Preferred qualifications ---------------------------- Experience supporting SalesOps, RevOps, GrowthOps, Marketing Ops, or CRM migration projects. HubSpot certification. Salesforce certification or Salesforce admin-adjacent experience. Experience with DocuSign, Stripe, Calendly, Zoom, Outlook, SharePoint, Pendo, and Ironclad. QA or UAT experience for CRM changes, dashboards, reports, or sample-record validation. Experience writing SOPs, ticket updates, root-cause notes, and stakeholder-facing process documentation. Access and security expectations ---------------------------------------- Contractor will operate under least-privilege access. Contractor must request approval before any production-impacting change. Contractor must document requested permission changes before work begins. Contractor must not export sensitive customer, user, payment, contract, or legal data unless explicitly approved. Contractor must escalate any issue involving PII, payment data, legal contracts, integration credentials, or production-impacting workflows. Contractor must use approved systems for communication and documentation. First 30-day success criteria ---------------------------------- At the end of the first 30 days, success means the contractor has helped the CRM Architect and GrowthOps Manager keep CRM migration and support work on track. Expected outputs: -Responds to assigned tickets within the expected 1 to 2 business day SLA in most cases. -Maintains clear ticket documentation and status hygiene. -Categorizes support requests by system, issue type, owner, dependency, and escalation path. -Resolves or advances approved low-risk tickets involving HubSpot support, dashboard/list assistance, data cleanup, reporting validation, or documentation. -Documents blockers, risks, access needs, and escalation recommendations clearly. -Avoids unauthorized production changes.

  • Hours to be determined
    Hourly
  • 3-6 months
    Duration
  • Intermediate
    Experience Level
  • $35.00

    -

    $70.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
CRM Automation
Lead Management Automation
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:3 weeks ago
  • Interviewing:
    7
  • Invites sent:
    18
  • Unanswered invites:
    7
About the client
Member since Apr 19, 2022
  • United States
    Richardson3:18 PM
  • $52K total spent
    5 hires, 0 active
  • 1,256 hours
  • Large company (100-1,000 people)

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