CRM Architect
- Accepting Applications Closed
- US Company | Medium (51-250 employees)
- LATAM (100% remote)
- 4+ years
- Short-term (30h)
- Finance
- Full Remote
Required skills
- HubSpot
- Salesforce
Requirements
Must-haves
- 4-6 years of professional experience
- Experience with Salesforce and HubSpot
- Advanced certification in both Salesforce (Admin/Architect) and HubSpot (Marketing/Sales Hub)
- Proficiency with Salesforce Admin, Salesforce Architect, HubSpot Marketing Hub, HubSpot Sales Hub
- Ability to manage Salesforce–HubSpot integrations, including custom mappings and synchronization error resolution
- Deep knowledge of Salesforce automation tools (Workflow Rules, Flows) and HubSpot configuration features (Custom Properties, Sequences)
- Ability to translate complex business requirements into efficient technical solutions
- Ability to communicate technical findings clearly to stakeholders
- Strong communication skills in both spoken and written English
Nice-to-haves
- Startup experience
- Bachelor’s Degree
What you will work on
- This is a part-time role (30 hours/week) for a 1 – 3 months contract
- Lead a full audit and optimization of the CRM ecosystem, focusing on Salesforce and HubSpot
- Assess existing Salesforce and HubSpot architectures to identify inefficiencies, technical debt, and improvement opportunities
- 1. Phase I: Comprehensive CRM Audit
- Conduct a deep assessment of Salesforce and HubSpot system architectures
- Analyze current implementations to identify inefficiencies, technical debt, and integration gaps
- Produce a Systems Health Report highlighting effective workflows, broken processes, data silos, redundant automations, API limitations, and sync issues
- Define a remediation roadmap including prioritized improvements, recommended optimizations, and an implementation timeline
- 2. Phase II: Technical Execution & Remediation
- Execute the approved remediation roadmap as the primary technical owner for both CRM platforms
- Reconfigure CRM objects, fields, and page layouts to align with business requirements
- Optimize or rebuild the Salesforce–HubSpot integration to ensure reliable and consistent data synchronization
- Cleanse and deduplicate CRM data to maintain a reliable single source of truth
- Build advanced reporting and dashboards across Salesforce and HubSpot
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