CRM Automation Specialist (Ad-hoc Contractor)

We're a consultancy in the payments space.

We're a remote, dynamic team and rely heavily on HubSpot, automation, and clean process to scale.

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The Role

We’re looking for a hands-on CRM Automation Specialist to own, build, and maintain our revenue systems.

This is a fractional contractor role, ideal for someone who enjoys fixing real-world operational problems, improving automation, and making data reliable.

You will work closely with the founder to translate business workflows into clean, scalable CRM and automation logic.

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Key Responsibilities


CRM & Pipeline Architecture

• Maintain and optimise HubSpot deal pipelines
• Ensure lifecycle stages, deal stages, and ownership rules are consistent and enforced
• Improve lead → deal → live customer flow across providers

Automation & Integrations

• Build and maintain Zapier automations (HubSpot ↔ forms ↔ tasks ↔ follow-ups)
• Debug failed or looping automations
• Improve reliability, logging, and error handling

Data Quality & Reporting

• Ensure reports reflect reality (lead to live, conversion rates, SLA tracking)
• Reduce manual checks and edge-case failures
• Support KPI dashboards for sales & operations

Process Translation

• Convert real-world workflows into CRM logic (not theory)
• Suggest improvements where systems are fragile or unclear
• Document automations and logic clearly

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What We’re Looking For


Must-Have

• Strong HubSpot experience (We currently use starter packages with zapier workflows)
• Deep Zapier knowledge (filters, paths, error handling, sequencing)
• Experience supporting sales or ops teams (not just marketing)
• Comfortable working with imperfect data and evolving processes
• Clear communicator — can explain why something works or breaks
• Based in UK, Europe or within 2 hrs of BST

Nice-to-Have

• Experience in payments, SaaS, or services businesses
• Familiarity with lead rotation, SLA tracking, and sales workflows
• Comfort working directly with founders

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Working Style & Contract

• Fractional: approx. 5–15 hours per month
• Ad-hoc tasks + ongoing system ownership
• Fully remote
• Contractor / freelance arrangement

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How We Measure Success

• Reduction in automation errors
• Fewer manual fixes required by the founder
• Cleaner reporting and faster decision-making
• Sales team trust in CRM data

To Apply, please include:

• A short note on your relevant experience
• Examples of similar automations you’ve built (brief description or screenshots)
• Your availability and pro rata/hourly rate