Overview
We are seeking an experienced RevOps Systems Consultant with expertise in HubSpot for a hands-on, three-month contract focused on a significant CRM and finance systems transformation project within a growing SaaS business. The consultant will take ownership of the technical delivery, working closely with Finance and Sales teams to consolidate and improve the accuracy of customer data while enhancing the integration between HubSpot and financial systems such as Xero.
Responsibilities
- Review the existing HubSpot environment and recommend an implementation plan.
- Consolidate and migrate customer, contract, and historical data from legacy CRM systems into HubSpot.
- Configure HubSpot, including custom objects, workflows, pipelines, automation, and reporting.
- Implement and optimise the integration between HubSpot and Xero, ensuring accurate reconciliation of customer, invoice, and payment data.
- Support the implementation of HubSpot Revenue Hub, including invoicing, subscriptions, and contract management.
- Work with Finance and Sales teams to improve data quality, reporting, and operational efficiency.
- Document configurations, integrations, and processes to enable a smooth handover.
Requirements
- Strong hands-on experience implementing, configuring, and integrating HubSpot CRM.
- Experience delivering CRM migrations, data cleansing, mapping, and consolidation.
- Proven experience integrating CRM platforms with accounting or finance systems, ideally Xero.
- Strong understanding of Revenue Operations processes, particularly contracts, billing, and recurring revenue.
- Experience with HubSpot Sales Hub, workflows, custom objects, and automation.
- Familiarity with APIs or integration platforms such as Zapier, Make, or Workato.
- Ability to independently manage technical implementation activities and deliver against agreed milestones.