Dustin Brackett

RevOps + HubSpot Specialist

HIVE Strategy

Revenue OperationsConsultative
Posted by Dustin Brackett•

Overview

You'll design and build sophisticated HubSpot portals for HIVE's mid-market and enterprise clients. This means creating custom objects, complex workflows, API integrations, and data architecture that supports their revenue operations. You're working at the intersection of HubSpot platform expertise and RevOps strategy—translating business requirements into technical implementations.


Role Snapshot

AspectDetails
Role TypeClient-facing HubSpot architect + RevOps consultant
Primary FocusBuilding complex HubSpot implementations for agency clients
Technical LevelAdvanced HubSpot configuration, API integrations, data modeling
Client InteractionHigh - discovery calls, requirements gathering, training sessions
Typical Project Length2-6 months for full implementations, ongoing retainers
Portfolio SizeLikely 3-5 active client projects at once

Company Context

Stage: Bootstrapped/Self-funded (typical for agencies this size)

Size: 17 employees

Growth: Actively hiring for specialized roles (this posting suggests growth mode)

Market Position: HubSpot Diamond partner (top tier certification) in a crowded agency market. Differentiating on technical sophistication—AI-powered ecosystems, complex integrations—rather than just marketing campaigns.


Client Reality

Typical Clients:

  • Mid-market companies (100-1000 employees) with complex sales processes
  • Enterprise accounts trying to consolidate tech stack into HubSpot
  • Companies outgrowing their basic HubSpot setup
  • Organizations with custom CRM needs that HubSpot needs to accommodate

Why They Hire HIVE:

  • Need custom development beyond standard HubSpot templates
  • Want to integrate HubSpot with their existing tech stack (ERPs, billing systems, custom databases)
  • Require AI-powered automation and sophisticated workflows
  • Previous agency or in-house team couldn't handle technical complexity

Common Project Types:

  • Custom object architecture for non-standard business models
  • Multi-system integrations (HubSpot + Salesforce, NetSuite, custom apps)
  • Revenue operations process redesign with HubSpot as the foundation
  • Data migration and cleanup from legacy systems

What You'll Actually Do

Time Breakdown

Client Calls/Discovery (25%) | Technical Implementation (45%) | Internal Planning/Documentation (20%) | Troubleshooting/Support (10%)

Key Activities

  • Discovery and Scoping: Get on Zoom with clients to understand their revenue operations, map their current processes, identify system requirements. You're asking questions like "How does a lead become a customer in your world?" and "What data needs to flow between HubSpot and your ERP?"

  • HubSpot Architecture: Design custom object schemas, properties, and relationships. Build complex workflows (we're talking 20+ step automation with branching logic, not simple email sequences). Configure reports and dashboards that actually match how the client measures their business.

  • Integration Development: Work with APIs to connect HubSpot to other systems. Sometimes this is using HubSpot's native integrations, often it's building custom middleware or Zapier/Make workflows. Debug when data doesn't sync correctly.

  • Client Training and Enablement: Walk client teams through the systems you've built. Create documentation. Field questions like "Why isn't this deal showing up?" and "Can we add another stage to the pipeline?"

  • Internal Collaboration: Work with other HIVE team members (likely including Dustin, the CEO/Founder) on project planning, scope changes, and technical approaches. Small agency means you're in Slack with everyone daily.


The Honest Reality

What's Hard

  • Scope creep is constant: Clients discover new requirements mid-project. "Oh, we also need this to sync with our custom inventory system" becomes a thing you hear after you've already designed the architecture.

  • HubSpot's limitations: You'll hit walls where HubSpot just can't do what the client wants natively. Then you're either building workarounds, explaining why it won't work, or proposing additional tools/custom code (which changes the budget).

  • Client teams are messy: You're dependent on clients providing clean data, clear process documentation, and timely feedback. They're often disorganized, their data is dirty, and the person you need for sign-off is on vacation.

  • Agency context: You're juggling multiple clients. When several have urgent requests the same week, something has to wait. You don't control your own schedule as much as you would in-house.

  • Technical debt: Previous implementations (often by other agencies or in-house teams) are usually a mess. Part of your job is cleaning up half-built workflows and unexplained custom properties before you can build new things.

What Success Looks Like

  • Client's HubSpot portal actually matches their business process and their team uses it correctly
  • Integrations run without constant manual intervention or data sync errors
  • You scope projects accurately enough that they don't blow past timeline/budget
  • Clients renew retainers and refer other companies to HIVE
  • You're seen internally as the go-to person for complex HubSpot problems

Who You're Working With

Internal Team:

  • Dustin (CEO/Founder) - likely involved in client strategy and positioning
  • Other HubSpot specialists, developers, marketers at the agency
  • Small team means you'll work closely with everyone

Client Stakeholders:

  • RevOps Leaders/Directors: Your main point of contact, they own the strategy
  • Marketing Ops/Sales Ops Managers: Day-to-day users who'll report issues
  • IT/Engineering teams: When integrations touch their systems
  • End users (SDRs, AEs, CSMs): Who will complain when the system doesn't work the way they expect

What Clients Care About:

  • Can HubSpot actually handle their unique process without painful workarounds?
  • Will their data be clean and reliable across systems?
  • Can their team actually use what you build without a PhD in HubSpot?
  • Is this going to break when they make changes themselves?

Requirements

  • Deep HubSpot knowledge: You need to know the platform's capabilities and limitations cold. Custom objects, workflows, APIs, operations hub features, reporting.
  • RevOps fluency: Understand how B2B revenue teams actually work—lead routing, opportunity stages, pipeline management, forecasting, handoffs between teams.
  • Technical chops: Comfortable with APIs, webhooks, data mapping, and troubleshooting integration issues. You don't need to be a developer but you need to speak that language.
  • Client communication: Ability to extract requirements from non-technical stakeholders and explain technical concepts without jargon.
  • Agency experience helpful: Managing multiple projects, dealing with scope changes, working within retainer budgets.
  • HubSpot certifications: Diamond agency likely expects multiple HubSpot certifications (or willingness to get them quickly).