HubSpot CRM Marketing/Sales Automation Specialist

About Conference Badge

Conference Badge is a B2B platform serving event organizers with on-demand badge printing and event-tools software. HubSpot is the backbone of our marketing, sales, and customer lifecycle operations. We're investing in marketing automation to support nurture, inbound lead capture, and dormant-account reactivation across our customer base.

About the role

We're hiring a hands-on HubSpot specialist to stand up our Marketing Hub foundation and deploy our first automated campaign end-to-end. You will be the sole owner of HubSpot marketing automation setup at Conference Badge. You'll work directly with the CEO to align on campaign strategy, and you'll support internal team training and workflows where necessary to make sure the automations you build can be run, monitored, and lightly extended by Conference Badge staff after handoff.

Working with Claude (AI assistant): We will provide you with access to Anthropic's Claude AI assistant to accelerate the work — drafting copy, designing workflow logic, and reviewing configurations. You should be comfortable using AI tools as a daily collaborator. All Claude sessions used for this engagement will be conducted on a Conference Badge-managed account where the CEO has visibility into conversation logs. This is not punitive — it's how we maintain a knowledge trail of decisions, prompts, and outputs so the work is auditable and transferable. You must be comfortable working in this monitored environment.


Scope of work

Foundation

-Configure HubSpot Marketing Hub navigation, settings, and account hygiene
-Verify and connect the primary marketing email sending domain (DKIM/SPF/DMARC, sending reputation hygiene)
-Install and verify HubSpot tracking code on Conference Badge web properties
-Deploy the Conference Badge brand kit (logo, fonts, colors) inside HubSpot
-Align with the CEO on the first core campaign goal (e.g., nurture, inbound lead capture, closed-lost reactivation) and produce a written activation plan

Segmentation, lifecycle, and campaign assets

-Deploy best-practice contact segments / lists based on a data modeling discussion with the CEO
-Configure lifecycle stages and the rules that govern progression between them
-Build the first marketing automation workflow aligned with the agreed campaign goal, including triggers, branches, delays, exit conditions, and suppression rules
-Deploy the first campaign asset (email, social, form, landing page, or CTA) connected to that workflow
-Deploy a second campaign asset to extend the campaign

Reporting and dashboards

-Build a marketing dashboard with HubSpot-native reporting on form submissions, new contacts, email performance, and campaign engagement metrics
-Configure attribution and ROI tracking appropriate to the campaign goal
-Document how each metric is calculated and where the underlying data comes from
-Internal enablement (light, as-needed)
-Work with the CEO to support internal training and workflows that educate the Conference Badge team where necessary, so staff can operate, monitor, and lightly extend the deployed automations after handoff
-Produce concise written and video documentation (SOPs and a "what to do when X breaks" runbook) for the deployed workflows, segments, and dashboards
-Be available for follow-up questions from internal staff during the engagement

Sales Hub Foundations

-Deploy standard list views for Contacts, Companies, and Deals, and a best-practice Sales Pipeline
-Configure up to 8 custom deal properties for qualification and tracking
-Deploy 3 customizable email templates and 1 basic sales sequence
-Build two sales dashboards covering outreach activity (deals created, call outcomes, sequences, activities, lead conversion, lead response time, lead progress, leads by stage) and deal metrics (revenue by month, new pipeline generation, deal velocity, deal change history, task completion, sales velocity)
-Provide light written and video documentation so the CEO and team can operate the system


Required qualifications

-3+ years hands-on configuration of HubSpot Marketing Hub (Pro or Enterprise tier)
-Proven experience deploying workflows, lifecycle stages, segmentation, lists, and campaign analytics in HubSpot and email workflows
-Experience verifying email-sending domains, configuring deliverability (DKIM/SPF/DMARC), and installing tracking code
-Strong written communication; able to produce clear documentation a non-technical operator can follow
-Comfort with AI-assisted workflows; willing to work in a monitored environment where Conference Badge has visibility into Claude sessions
-Ability to ship complete, documented deliverables — not just "click-around" configuration

Bonus / preferred

-HubSpot Marketing Software Certification or higher
-HubSpot Sales Hub experience (relevant if we extend to the optional scope)
-B2B SaaS, e-commerce, or event / conference industry background
-Prior experience using Claude AI assistant in HubSpot implementation work
-What Conference Badge provides
-HubSpot Marketing Hub access at the required permission level
-Domain hosting platform access (or a pre-verified domain)
-Initial campaign goal direction and stakeholder availability from the CEO
-Social account admin access where needed for campaign asset deployment
-Clear sales-owner assignment before workflow deployment
-Claude account access on a monitored Conference Badge plan
-Available on PST time zones

How to apply

Please send:

A short note (? 200 words) describing a HubSpot Marketing Hub engagement you ran end-to-end, including the campaign goal, what you deployed, and what the client could operate on their own at handoff.

A description of how you've used AI tools (Claude, ChatGPT, or similar) in client implementation work, and any examples of prompts or workflows you've developed.

Two professional references — ideally one client and one collaborator.
Availability and rate range.