HubSpot RevOps & SaaS Automation Consultant
1.Optimise and clean up our existing HubSpot setup • Refine current data models, properties, and associations • Tidy pipelines and remove obvious inconsistencies 2. Improve reporting for core SaaS metrics • Ensure clear, reliable dashboards for ARR, MRR, NRR, and GRR • Improve visibility of renewals, expansions, and forecast accuracy 3. Refine pipelines and lifecycle stages • Leads, deals, customers, renewals, and expansions • Focus on clarity and ease of use for the team 4. Add targeted automation for quick wins • Sales → CS → AM handoffs • Renewal tracking and basic churn / risk alerts 5. Strengthen CRM hygiene with minimal disruption • Sensible validation and automation to improve data quality 6. Document changes and recommendations • Clear documentation of what was changed • High-level recommendations for a deeper, longer-term audit ⸻ What success looks like after 2 weeks • Core SaaS metrics (ARR, MRR, NRR, GRR) are clearly visible and trusted • Renewal and expansion tracking is cleaner and easier to manage • Key handoffs and renewal reminders are automated • Data quality issues are reduced, not shifted elsewhere • A clear, prioritised roadmap exists for any next-phase work Apply tot his job