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HubSpot / Dynamics 365 Administrator

May 12, 2026

This role is part of our ongoing bench program for upcoming client engagements. We are proactively identifying experienced consultants who can be deployed quickly as new projects are confirmed. While this position is not tied to an immediate start, it represents a strong opportunity to be considered for upcoming work aligned with your expertise and availability.Please note that prior consulting experience is required, as this role will involve stepping into client environments with minimal ramp-up, working independently, and delivering high-quality outcomes. Qualified candidates will be contacted as relevant projects become available.<h2>About the Role</h2>We are building a network of experienced CRM professionals for upcoming consulting engagements supporting sales, marketing, and customer experience transformation initiatives. This role is ideal for consultants who can quickly step into client environments, optimize CRM functionality, improve workflow automation, and support cross-functional business teams through effective platform administration.We are seeking a HubSpot / Dynamics 365 Administrator to support the configuration, optimization, reporting, automation, and ongoing administration of HubSpot and/or Microsoft Dynamics 365 environments. This role will work closely with sales, marketing, customer service, and operations teams to ensure CRM platforms effectively support business processes, improve visibility, and drive operational efficiency.<h2>Key Responsibilities</h2><ul><li>Configure and maintain HubSpot (Marketing Hub, Sales Hub, Service Hub, CMS Hub) and/or Dynamics 365 (Sales, Customer Service, Marketing) environments</li><li>Build and manage CRM workflows, automation sequences, lead routing, and pipeline configurations</li><li>Create and maintain custom properties, fields, forms, records, and segmentation structures</li><li>Develop CRM reports, dashboards, and analytics for business leaders and operational teams</li><li>Manage user setup, permissions, teams, roles, and access controls</li><li>Maintain CRM data quality through deduplication, list management, segmentation, and data governance processes</li><li>Support CRM integrations with ERP systems, marketing platforms, telephony systems, analytics tools, and other business applications</li><li>Configure marketing automation campaigns, lead scoring models, email workflows, and customer lifecycle automations</li><li>Execute platform updates, data migration activities, and import/export operations</li><li>Partner with stakeholders to gather business requirements and translate them into scalable CRM solutions</li><li>Troubleshoot system issues and provide end-user support across sales, marketing, and customer service teams</li><li>Maintain documentation including process flows, user guides, data dictionaries, and configuration records</li></ul><h2>Required Qualifications</h2><ul><li>3–5+ years of CRM administration experience with HubSpot and/or Microsoft Dynamics 365</li><li>HubSpot certifications (Marketing Software, Sales Software, CMS, etc.) and/or Microsoft Dynamics 365 certifications preferred</li><li>Experience supporting CRM implementation, optimization, or migration projects</li><li>Strong experience with CRM automation tools including HubSpot Workflows and/or Power Automate</li><li>Proficiency in CRM reporting, dashboard development, and analytics</li><li>Experience supporting CRM integrations and data migration activities</li><li>Understanding of sales, marketing, and customer service business processes</li><li>Strong analytical, troubleshooting, and communication skills</li><li>Bachelor’s degree in IT, Business, Marketing, or related field (or equivalent experience)</li></ul>Note: This role supports upcoming client engagements. Candidates should have prior consulting experience and be comfortable operating in fast-paced client environments with minimal ramp-up.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...