Overview
You're a HubSpot specialist implementing RevOps solutions for Creo's consulting clients. You'll audit existing CRM setups, build workflows and automations, create reporting dashboards, and train client teams on using their systems. Most clients are enterprise software or e-commerce companies trying to improve their deal conversion rates. You work directly with the founder and get staffed on 2-4 client projects at a time.
Role Snapshot
| Aspect | Details |
|---|---|
| Role Type | RevOps Consultant (HubSpot specialist) |
| Sales Motion | N/A - you're delivering consulting services, not selling |
| Deal Complexity | Consultative - clients come with messy systems |
| Sales Cycle | N/A - client-facing implementation work |
| Deal Size | N/A - you're building what clients bought |
| Quota (est.) | N/A - measured on delivery and client outcomes |
Company Context
Stage: Bootstrapped / Self-funded consulting firm
Size: 2 employees currently (founder + 1 other)
Growth: Actively hiring for 2026 expansion, suggests growing client pipeline
Market Position: Small boutique RevOps consultancy competing against larger firms and independent contractors
What You'll Actually Do
Time Breakdown
Client Implementation (50%) | Client Meetings (25%) | Documentation (15%) | Internal (10%)
Key Activities
- HubSpot Build-Outs: You're in HubSpot 4-6 hours a day building workflows, setting up deal stages, creating custom properties, configuring automation rules. Lots of testing and troubleshooting when things don't fire correctly.
- Client Discovery & Audits: You join calls with client RevOps or sales leaders to understand their current state, map their processes, and identify what's broken. You document findings and create implementation plans.
- Dashboard Creation: You build reporting dashboards that track conversion metrics, pipeline health, and sales activity. Clients want to see their 10% conversion lift, so you're proving ROI through data.
- Training & Enablement: Once systems are built, you train client teams on how to use them—usually via Zoom with their sales reps and managers. You create documentation and SOPs they can reference later.
- Troubleshooting: Clients reach out when workflows break, data doesn't sync, or they can't figure out how to do something. You're the HubSpot expert who figures it out.
The Honest Reality
What's Hard
- Inheriting Messy Systems: Most clients have years of bad data, broken processes, and inconsistent usage. You spend significant time cleaning up before you can build anything new.
- Scope Creep: Clients often want "just one more thing" added after the initial scope. Managing boundaries while keeping them happy is constant.
- HubSpot Limitations: HubSpot can't do everything clients want. You'll hit platform limitations and have to find workarounds or tell clients "that's not possible without custom code."
- Client Handoffs: Getting client teams to actually adopt new processes is hard. You can build the perfect system but if their reps don't use it, nothing changes.
- Context Switching: You're juggling 2-4 clients at different stages. One day you're doing discovery for Client A, building for Client B, and troubleshooting for Client C.
What Success Looks Like
- Clients hit their 10% conversion rate improvement within 60 days
- Systems you build actually get used by client teams (not abandoned after you leave)
- Clients extend engagements or bring you back for additional projects
- You develop repeatable frameworks that speed up future implementations
Who You're Working With
Primary Clients:
- VP Sales / CRO at enterprise software companies
- VP Operations / Head of RevOps at e-commerce brands
- Revenue leaders at growth-stage B2B companies
What They Care About:
- Measurable improvement in conversion rates (they bought the "10% in 60 days" promise)
- Clean, usable data they can trust for forecasting and reporting
- Systems that don't require constant manual work from their teams
- Fast implementation—they want results quickly
Requirements
- 3+ years hands-on experience building and managing HubSpot CRM systems
- Deep knowledge of HubSpot workflows, automations, custom objects, and reporting
- Experience working with sales teams and understanding B2B sales processes
- Ability to translate business requirements into technical system configurations
- Strong communication skills for client calls and training sessions
- Comfortable working independently and managing multiple client projects
- Consulting or agency experience preferred (you're not sitting in one company's HubSpot instance—you're jumping between different setups)