Senior HubSpot Automation Specialist — Lead Intake/Routing, Task Escalations, Email + SMS Enablement
We’re hiring a senior HubSpot specialist to architect and implement an end-to-end, automation-driven lead handling system. Objective Build a Lead-First intake framework that enforces classification, routes ownership cleanly, triggers task escalations, and enables structured outbound via email + SMS—then hands off into our existing pipeline. Requirements (System Behavior) A. Lead Intake + Classification Enforce a required Lead Type property: Political | Corporate | Public Affairs | Franking Apply standardized Lead labeling (lifecycle stage + internal lead status) Associate lead to a Sub-Account structure (you propose best practice: Company associations vs Custom Object vs another approach) Capture Services via multi-select property Hand off to existing pipeline logic (including Won/Lost outcomes) B. Task/Reminder Escalations (non-negotiable) Trigger owner reminders after: 24 hours 7 days Reminder suppression rules must be robust (stop conditions like reply, meeting booked, deal stage change, status updated, won/lost, etc.) Design must avoid spam and duplicate task creation C. Email + SMS Enablement Implement outreach foundation: templates sequences / enrollments segmentation lists opt-out/suppression handling SMS can be via HubSpot-native or integration (Twilio/Sakari/etc.) — propose the best option. D. QA + Documentation Test plan with sample lead paths Loom walkthrough + short SOP documenting properties, workflows, and stop conditions Must Have Proven HubSpot workflow architecture experience (Sales Hub; Marketing Hub a plus) Experience with task queues, branching logic, and workflow governance Evidence of implementing email sequences + (preferably) SMS Screening (Answer These) How would you model “Sub-Accounts” in HubSpot and why? How do you prevent runaway workflows / duplicate reminders? What’s your testing approach before enabling in production? Share 1–2 examples of similar builds (screenshots or Loom) Start: ASAP If you’re junior or still “learning HubSpot,” this will not be a fit. Apply tot his job