CRM and Systems Specialist

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Job Summary

We are seeking an experienced CRM and Tech Stack Specialist to build a HubSpot CRM system from the ground up for a growing coaching business. This is a project-based role focused on designing and implementing workflows, automations, and integrations that help organize client relationships and streamline follow-up. The ideal candidate is a HubSpot expert who can architect a clean, functional system and advise on best practices.

Key Responsibilities

  • Build and configure a HubSpot CRM system tailored to the business’s needs
  • Design workflows and automations for lead capture and client follow-up
  • Set up integrations between HubSpot and other business tools
  • Advise on CRM structure and best practices for organizing client data
  • Create a system for tracking and coordinating client relationships
  • Recommend automation ideas to improve efficiency and follow-up
  • Document the setup so it can be managed and maintained after handoff

Mandatory Skills

  • Proven expertise in HubSpot CRM setup and configuration
  • Strong experience building workflows and automations
  • Experience integrating CRMs with third-party tools and platforms
  • Ability to translate business needs into a clean, functional CRM structure
  • Reliable, detail-oriented, and able to work independently
  • Strong communication skills to advise and guide non-technical stakeholders

Preferred Skills

  • Experience with HubSpot integrations for tools such as QuickBooks
  • Familiarity with GoHighLevel or other all-in-one CRM platforms
  • Experience setting up CRMs for coaches, consultants, or service businesses
  • Ability to build lead-generation funnels and lead capture flows
  • Experience creating SOPs and documentation for system handoff

Why Join Us

This is a focused project where you’ll have the freedom to architect a system from scratch and see it put to real use. You’ll work directly with the business owner, make a tangible impact on how the business runs, and have the flexibility to deliver on your own schedule. If you love building clean, effective CRM systems, this is a great opportunity.

Work Schedule

Monday to Friday, 3 to 4 hours per day, Central European Time (Spain). Exact window to be confirmed at onboarding.

This position is no longer open

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