HubSpot Specialist

Key Responsibilities

• Sales process, governance & data design: lock deal stages with exit criteria; align lifecycle and lead status definitions and handoffs (MQL→SQL→Opportunity→Won/Lost).
• Set SLAs (speed‑to‑lead, response/aging) and create enforcement & alerts.
• Establish governance: user roles/teams, naming conventions, required fields, dedupe/merge rules, and a data quality checklist.
• Finalize CRM objects & properties (contacts, companies, deals, activities), plus ticketing if needed for post‑sale handoffs (background only).
• Enablement & execution: build sequences, templates, snippets, and playbooks for prospecting, qualification, discovery, proposals, and renewals/upsell.
• Stand up products & price books, quotes, and basic CPQ logic (discount guardrails, approval paths).
• Configure forecast tool, pipeline views, and rep scorecards; define quota and territory filters where applicable.
• Create onbo...

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