HubSpot Sales Hub Consultant for B2B Sales Process Implementation

Description We are a small healthcare software company selling enterprise B2B solutions into hospitals, labs, and partners. We are onboarding new sales executives and need a HubSpot expert to configure Sales Hub as a strict system of record. This project is about process enforcement, not basic setup. You will configure HubSpot so sales behavior is guided and enforced by the system. Adoption matters more than customization. Scope Sales Architecture Configure HubSpot Sales Hub Professional or Enterprise. Set up three deal pipelines. Pipeline A. VA PAlert enterprise deals. Pipeline B. PGene pilots, enterprise, and partnerships. Pipeline C. Other RFQs and task orders. Each pipeline must have its own stages, probabilities, and required fields. Deal Stages and Exit Criteria Define clear stages for each pipeline with required exit criteria. Block stage progression unless required data is present. Stages include targeting, discovery, demo or deep dive, procurement path, proposal, verbal alignment, and close. Accounts and Contacts Accounts required before deal creation. Partners tracked as accounts with a partner type property. Contacts must be tagged with buying roles. Required roles after discovery include economic buyer, champion, contracting, and technical. Deals must not advance if required roles are missing. Activity Logging Enforcement Configure mandatory logging for all deal-related activity. Emails logged through the Gmail extension. Calls logged with duration and notes. Meetings logged with a required meeting type and notes. Set alerts for deals with no activity in fourteen days. Meeting Types Create standardized meeting types. Intro. Clinical discovery. Technical discovery. Demo. Procurement. Executive. In-person. Notes Structure Configure structured note fields for meetings and calls. Customer problem. Why now. Decision process. Decision owner. Next step with date. Forecasting Configure weekly forecast reporting. Forecast categories include commit, upside, and pipeline. Only deals past procurement stage appear in forecasts. Commit only allowed at verbal alignment stage. Dashboards and Reporting Create dashboards for sales reps and leadership review. Required reports include pipeline by stage, stage aging, activity by rep, next thirty day closes, and forecast versus actual. Automation and Enforcement Set up workflows to enforce required fields. Block stage changes without data completion. Flag stalled deals. Support commission enforcement by ensuring closed won deals are complete. Training and Handoff Deliver live training for sales users. Provide one recorded walkthrough. Deliver a thirty day adoption review with issues and recommendations. Success Criteria Sales reps follow the process without manual policing. Eighty percent or more of active deals contain full required data after thirty days. Zero closed won deals missing required fields. Required Experience Deep HubSpot Sales Hub experience with B2B enterprise sales. Strong understanding of outbound sales workflows. Experience enforcing process through HubSpot automation. Clear communication and documentation skills. Engagement Details Fixed scope project. Immediate start. Direct collaboration with sales team Apply tot his job