We are looking for a HubSpot Implementation Consultant to lead client onboarding, run discovery workshops, design custom CRM setups, and support sales and marketing automation, reporting, and HubSpot optimisation projects.
This role is suitable for someone who excels at asking probing discovery questions, mapping business processes, and hands-on HubSpot configuration. The consultant will act as a trusted advisor to clients while working closely with Producers, Specialists, Developers, Designers, and Sales teams to translate client requirements into practical, scalable HubSpot solutions.
The role will support clients across areas such as HubSpot onboarding, sales process setup, marketing automation, CRM optimisation, data structure, reporting dashboards, and integrations.
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Responsibilities
Requirement Gathering and Solution Advisory
- Lead discovery meetings and workshops with client stakeholders and business heads.
- Ask relevant questions to understand the client's sales, marketing, service, and operational processes.
- Work with our internal technology team to translate business requirements into practical CRM solutions.
- Help document client requirements, workflows, processes, and implementation decisions.
- Learn to identify what can be implemented natively in HubSpot and where alternative approaches may be required.
- Prepare and present proposed solutions to clients.
- Clearly articulate recommendations and explain how proposed solutions support the client's business processes.
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Sales and Marketing Architecture & Automation
- Build marketing email workflows, nurture journeys, lead routing, lead scoring, and lifecycle automation.
- Design and build full sales automation including task creation, lead assignment, pipeline progression, and sales follow-up processes.
- Configure BANT, MQL, SQL, lead scoring, and qualification workflows where required.
- Establish campaign tracking, attribution, and reporting setup.
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HubSpot Implementation and Configuration
- Configure HubSpot CRM based on approved client blueprints.
- Set up contact, company, deal, ticket, and custom properties with clear data governance rules.
- Configure pipelines, deal stages, lead statuses, lifecycle stages, and ownership rules.
- Create forms, lists, workflows, email automation, and internal notifications.
- Configure meeting links, sales templates, snippets, sequences, and task automation.
- Support HubSpot onboarding for new clients and optimisation for existing clients.
- Conduct testing to ensure configurations work according to agreed requirements.
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Project Coordination and Management
- Work with CRM Specialists to coordinate implementation activities.
- Track project tasks, timelines, dependencies, and outstanding client requirements.
- Follow up on action items with clients and internal teams.
- Help ensure project documentation and requirements remain updated throughout the engagement.
- Identify potential delays, risks, or missing information and escalate them early.
- Support multiple projects while maintaining clear priorities and deadlines.
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Reporting and Dashboard Setup
- Build custom dashboards and reports for sales, marketing, and management teams.
- Understand client reporting requirements and translate them into HubSpot reports.
- Help configure properties and data structures required for reporting accuracy.
- Learn how common metrics such as lead conversion, pipeline value, sales activities, and campaign performance are measured.
- Support client training on using HubSpot dashboards and reports.
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Data and Migration Support
- Assist with CRM data clean-up, import preparation, and property mapping.
- Support contact, company, deal, and ticket imports.
- Help identify duplicate, incomplete, or inconsistent CRM data.
- Work with the team to define mandatory fields, data governance rules, and CRM hygiene practices.
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Client Training and Support
- Support and gradually lead HubSpot onboarding and training workshops.
- Present HubSpot features and processes clearly to different user groups.
- Conduct role-specific training for administrators, marketing teams, sales teams, and other users.
- Prepare user guides, SOPs, workshop materials, and documentation.
- Support clients during onboarding and post-launch adoption.
- Troubleshoot HubSpot issues and work with CRM Specialists on more complex requirements.
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Collaboration with Internal Teams
- Work closely with CRM Specialists on solution design and configuration.
- Work with Developers where integrations, APIs, or custom development are required.
- Work with Designers and Content teams on landing pages, marketing emails, forms, and campaign assets.
- Support the Sales team with solution research or technical input during pre-sales discussions when required.
- Identify new opportunities with the sales team and scope requirements to expand project revenue.
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Requirements
- Proven confidence running client-facing discovery calls and asking clarifying business questions.
- 2 to 4+ years of hands-on experience configuring and implementing HubSpot CRM across Marketing Hub and Sales Hub (specifically across Starter, Professional, and Enterprise tiers).
- Experience configuring HubSpot workflows, properties, forms, lists, pipelines, and reports.
- Strong understanding of B2B sales pipeline processes, lead management, and CRM data structure.
- Proven track record in an agency, consultancy, or client-facing SaaS onboarding environment.
- Basic understanding of marketing automation and email nurturing.
- Ability to translate business requirements into system configuration.
- Ability to diplomatically guide clients and explain "why" a certain setup works better.
- Strong attention to detail and documentation.
- Comfortable speaking with clients and explaining system logic clearly.
- Able to identify HubSpot limitations and suggest practical workarounds.
- Good written and spoken English.
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Good to have
- Active HubSpot Certifications (e.g., Marketing Hub, Sales Hub, Service Hub, or CRM Implementation).
- Experience with Operations Hub, Content Hub, or middleware integration tools (e.g., Zapier, Make, or Marketplace apps).
- Experience working with B2B clients, agencies, or consulting teams.
Pay: RM4,000.00 - RM6,000.00 per month
Benefits:
Application Question(s):
- If we hand you a messy, misconfigured HubSpot portal from a brand-new client with zero documentation, no handover, and broken workflows, what are the exact steps you take in your first 48 hours to audit, diagnose, and stabilize the account on your own?
- A client gives you a high-level, ambiguous request: 'We want our marketing leads to automatically route to the right sales reps and send us weekly conversion reports.' You have no project producer or senior consultant helping you. How do you translate this brief into a completed, tested build?
- What is the most complex technical issue or broken configuration you've had to debug in HubSpot completely on your own? Walk me through how you isolated the root cause and fixed it.
- Which HubSpot plans (Starter, Professional, or Enterprise) have you worked on?
Work Location: Remote