HubSpot Developer — Commission Tracking System Build (Custom Object + Workflows + Reports)

Posted 2 weeks ago

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

Summary

About Us We're a U.S.-based B2B technology services company (low-voltage / network infrastructure integrator — Wi-Fi, structured cabling, AV, DAS, managed services). We're scaling and need to formalize our sales commission system in HubSpot Enterprise. Important: The architecture is already fully designed. We have a 40-page developer-grade build specification (v3.1) ready to hand off after contract signing + NDA. You're executing against a spec, not designing one. If you prefer greenfield architecture work, this isn't the right gig. What's Being Built A three-object commission tracking system: 1. Deal (existing) — sales-side commission setup at quote stage 2. Project (existing) — execution-side tracking 3. Commission Record (new custom object) — individual commission events with associations to both Deal and Project Concrete Scope - ~48 new properties across the three objects (15 on Deal, ~33 on Project, 21 on the new Commission Record object) - 8 new HubSpot workflows (1 existing workflow stays untouched — you'll extend, not modify) - 5 calculated properties with specific formulas defined in the spec - A bidirectional sync pattern (Project execution data mirrors back to Deal as read-only fields) - 16 reports across 4 role-based dashboards (Sales Rep, Finance/Owner, Quote Accuracy, Sales Engineer) - 7 written test scenarios with expected outcomes Workflows Include - Lock commission baseline at Closed-Won (Deal → Project sync) - Mirror-back execution data (Project → Deal) - Commission Record creation at invoice events (with native Deal Splits handling — Operations Hub Custom Code required) - Variance check + branching at final invoice - Quote Review resolution (4 outcome branches) - Scheduled annual ARR renewal workflow - SE technical close spiff workflow - Clawback workflow for unpaid invoices Must-Have Experience - HubSpot Enterprise — Sales Hub + Operations Hub. Do not apply if you have not worked in Enterprise tier with custom objects. - Custom Object creation and configuration — properties, associations (primary/secondary), pipelines, field-level permissions - HubSpot Workflows with branching logic, scheduled triggers, multi-object enrollment, re-enrollment configuration - Operations Hub Custom Code Actions (JavaScript) — needed to iterate native Deal Splits and create N commission records per split. This is non-negotiable. - HubSpot Calculated Properties including handling nested conditional logic limitations - HubSpot Reports & Dashboards — custom report builder, multi-object reports - Native HubSpot Deal Splits feature Nice-to-Have - QuickBooks Online + HubSpot integration experience (Phase 2 work, August 2026 — separate contract if mutual fit) - Sales operations or commission accounting domain knowledge - B2B services industry context What We Provide - Full 40-page build specification post-contract (covers property inventory, workflow specs with triggers/filters/actions/branches, pipeline-specific logic for 5 delivery pipelines, calculated property formulas, 7 test scenarios, phased implementation sequence) - Existing foundation: 21 commission-related Deal properties already built and validated - Super Admin HubSpot access for the build - Direct access to operator (single decision-maker, no committee) — questions answered within 24 hours - Pre-validated technical decisions on 8 open architecture items Communication Expectations - Daily async standup (teams or email — your preference) - Weekly 30-minute video demo to operator - Architectural questions logged in shared doc

  • $2,500.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Claude
QuickBooks Online
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:last week
  • Hires:
    1
  • Interviewing:
    2
  • Invites sent:
    2
  • Unanswered invites:
    1
About the client
Member since Sep 19, 2023
  • USA
    Novi10:48 PM
  • $750 total spent
    2 hires, 2 active
  • Mid-sized company (10-99 people)

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