Overview
20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.
We are seeking a highly skilled HubSpot CRM Specialist / Technical Virtual Assistant to support an integrative health medical practice in optimizing and managing its HubSpot platform. This role will focus on improving CRM functionality, building dashboards and reports, implementing automations, and ensuring that the organization is fully utilizing HubSpot’s capabilities.
The ideal candidate will have strong experience working with HubSpot CRM, particularly within enterprise-level environments, and will be comfortable handling both initial system setup and ongoing CRM management.This position will work closely with the Director of Growth Strategy and internal leadership team to streamline processes, improve reporting visibility, and enhance the patient lifecycle tracking through HubSpot.
The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.
Scope of Services
Contractors will be required to provide services that align with the following client tasks:
HubSpot CRM Management
Manage and maintain the organization’s HubSpot CRM system
Optimize CRM structure to improve data organization and workflow efficiency
Monitor system performance and ensure data integrity
Provide technical support for company website enhancements, including layout modifications and content updates as needed (our website is hosted by HubSpot).
CRM Setup & Optimization
Configure and improve HubSpot pipelines, workflows, and automations
Audit existing HubSpot setup and recommend improvements
Ensure proper tracking of the patient/customer lifecycle
Reporting & Dashboards
Create and maintain custom dashboards and reporting tools
Build reports that provide insights into marketing, sales, and patient engagement
Help leadership understand performance metrics through data visualization
Automation & Workflows
Build and optimize HubSpot automations
Implement workflow automation to improve operational efficiency
Support campaign setup and CRM-triggered communications
Process Documentation
Document CRM workflows, processes, and system configurations
Assist in developing SOPs related to HubSpot usage
Ongoing CRM Support
Provide continuous support for CRM updates and improvements
Troubleshoot system issues and recommend solutions
Suggest best practices for CRM utilization and automation
Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.
Skills
The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:
Required Qualifications
2–3+ years experience working with HubSpot CRM
Experience managing HubSpot Enterprise or advanced HubSpot environments
Strong knowledge of:
HubSpot workflows
Pipeline management
CRM data organization
Reporting and dashboards
Experience setting up automations and CRM integrations
Strong analytical and problem-solving skills
Excellent English communication skills
Ability to work independently and provide proactive recommendations
Preferred Qualifications
Experience supporting healthcare, wellness, or medical practices
Background in CRM auditing and system optimization
Experience collaborating with marketing or growth teams
Familiarity with sales tools and lifecycle reporting in HubSpot
Work Schedule
Contracted Hours per Week: 20 Hours
Scheduled Working Days: Monday through Friday
Daily Working Time: EST(Flexible schedule, aligned with client needs)
Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.
Terms of Engagement
Contractors will operate under a Master Services Agreement and a Statement of Work
This is not an offer of employment; contractors are not employees of 20four7VA or any client
All compensation is processed through 20four7VA according to the terms of the engagement
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