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HubSpot CRM Specialist

The VA Group, LLC · United States

How to use this kit

Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.

Interview prep

Be ready to walk through how you structure HubSpot objects, prevent duplicate data, design a simple workflow, and measure pipeline health. Prepare examples of troubleshooting a broken form/integration and explaining CRM changes to sales or ops partners.

Fit summary

A strong fit enjoys systems work, careful data stewardship, and turning HubSpot configuration into reliable day-to-day process for The VA Group, LLC teams—not only one-off campaigns.

Day in the role

As a HubSpot CRM Specialist at The VA Group, LLC, a typical day centers on keeping HubSpot clean and useful: updating contacts and companies, building or refining pipelines and properties, configuring workflows and lists, and supporting teams who rely on CRM data for outreach and reporting.

Skills to emphasize

Strengthen HubSpot CRM fundamentals (objects, properties, pipelines), list segmentation, workflow automation, reporting dashboards, and clear documentation for non-technical users. Practice data quality habits and change control before rolling out new fields or automations.

FAQ from this listing

Is this role remote?

The listing marks remote as no; expect U.S.-based work arrangements defined by The VA Group, LLC.

What does a HubSpot CRM Specialist focus on?

CRM configuration, data quality, automation, and reporting so teams can use HubSpot consistently.

Are certifications required?

No specific certifications are provided for this listing; demonstrate practical HubSpot CRM skills with examples.

Role overview (listing rewrite)

The VA Group, LLC is hiring a HubSpot CRM Specialist to redesign and streamline our CRM foundation, shifting lead tracking to the Company level and bringing order to how our team manages prospects. This is a remote role open to applicants based outside the United States. About the Role As our HubSpot CRM Specialist, you'll do more than flip technical switches — you'll think strategically about CRM architecture, object relationships, property setup, and pipeline design. The core goal is to retire HubSpot's default Leads tool, end duplicate tracking, and consolidate every stage of lead progression at the Company Object level so internal workflows stay clear and consistent. (Final tools and tasks are confirmed during the last interview.) Key Responsibilities Audit the existing HubSpot configuration and confirm whether the Leads object is in active use. Safely disable or decommission default Lead Pipeline tracking where it exists. Centralize all lead-stage tracking on the Company record, removing duplicate systems. Build and configure required Company properties — including Lead Stage (dropdown), Primary Real Estate Profile, and Representation Type — visible to every user. Set up a Company-level Lead Stage dropdown with starter options such as "No Live Contact Made" and "Contact Attempted," allowing room for future stages. Enforce required-field validation so essential data can't be skipped, and standardize field visibility across all user records. Document the new workflow clearly to prevent confusion. Qualifications 3+ years of hands-on HubSpot CRM experience. Solid command of objects (Contacts, Companies, Deals, Leads), custom properties, pipelines, required fields, validation rules, and automation workflows. Proven track record restructuring CRM architecture and eliminating duplicate data. Experience documenting CRM systems, plus strong communication skills. Bonus: HubSpot Certification (CRM or Marketing Hub), real estate or brokerage exposure, and prior company-level lead-tracking projects. About The VA Group, LLC The VA Group, LLC supports a global, international workforce and offers job security, a genuinely supportive team, room for career growth, and an enjoyable work environment. This position runs full-time and/or part-time across PST, MST, EST, or CST hours and is fully remote. Please note these opportunities are reserved for applicants residing outside the United States.…

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Generated for personal interview prep · 2026-07-16 UTC · getajob.ai