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

• 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) • 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

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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

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Working Style & Contract

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

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How We Measure Success

• Cleaner reporting and faster decision-making

To Apply, please include:

• Examples of similar automations you’ve built (brief description or screenshots) • Your availability and pro rata/hourly rate

Budget: GBP 27/hour

Proposals: 26 freelancers have applied