Job Description

** Note to applicants: Please do not submit your resume for this position unless you read the entire job post and complete the survey.**

WHO ARE WE LOOKING FOR?

Pereview Software is looking for a Contract/Freelance HubSpot Administrator with 7+ years of experience in sales, marketing, and operations hubs with an eye for process optimization in the areas of Revenue Ops, Marketing Ops, and Support Ops. This role involves performing tasks on time assigned in our project management system, participating in requirements gathering meetings, documenting requirements, and implementing these in the respective Hub. Tasks may include implementing new operations/processes, building workflows, creating campaigns/forms/UTM codes, creating dashboards and reports, managing CRM cleanliness and documenting SOPs. 

Before submitting your application for review, we kindly request that you first complete the following survey by clicking on the link provided

Your responses will provide valuable insights for us as we evaluate candidates for this role.

WHO ARE WE?
Pereview Software is the fastest growing provider of asset and portfolio management software to the global commercial real estate industry. Founded in 2015, Pereview has been recognized by Inc. 500 and Dallas 100 as a fastest growing privately held business in the United States. We have also been recognized by the Dallas Business Journal as one of the Top Places to work. Our culture is centered on teamwork, collaboration, and a “get-things-done” attitude to problem solving and quality work for our coworkers and our clients.


Pereview Software is the only life of the asset solution to the commercial investment management industry supporting both debt and equity investments. We serve clients on a global basis from very small investment management managers to some of the largest global firms in the industry.

Requirements

· 100% commitment to clean data into the CRM and ability to document best practices to avoid duplicates 

· Gather business requirements from internal stakeholders, translate them into tasks and implement in HubSpot 

· Design new workflows in Miro (or similar tool), get approvals from stakeholders, and ability to build in HubSpot and document in Standard Operating Procedures (SOP)

· Audit existing properties, workflows, automations to alleviate duplication and simplify operations

· Define sales operations for Apollo.io (strongly preferred) and HubSpot Sales Hub integration

· Define data flow from Apollo.io (strongly preferred) to HubSpot Sales hub and best practice to manage and trigger workflows/sequences etc. in HubSpot

· Audit and sync necessary properties across objects for consistent data flow from marketing to sales, to operations 

· Make recommendations about how to get more value out of the HubSpot instance

· Review sales operations, marketing operations, make and implement recommendations for optimization

· Have an attitude of relentless operationalization and simplification 

Qualifications:
· 7+ years of experience in HubSpot Sales Hub, Marketing Hub

· 5+ years of experience with Service Hub

· Experience with Apollo.io and HubSpot Sales Hub

· Deep knowledge of custom reporting and dashboard development

· Referenceable client or experience performing this type of work

· Excellent communication skills

· HubSpot Certifications are a plus

· Ability to work independently and collaboratively in a remote setting

· Quality computer, high-speed internet, Microsoft suite including Microsoft Teams

Compensation and working hours:

• Only open to US freelancers EST or CST time zone (Dallas local preferred). 

• Available 20 hours per week 

• 3-month contract with the possibility of an extension

• Examples of Workflows built, and complex trigger criterion will be required for interview with hiring manager. 

Benefits

• At this time, we are not offering benefits to our part-time/contract team members.

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