REVENUE OPTICS
HubSpot Integration Expert
India (Remote) • Full-Time • Reporting to Senior Manager Ai Products & Solutions
ROLE AT A GLANCE
Function: AI & Automation
Level: Mid-Senior (3 to 6 yrs)
Overlap Required: 5 hrs US EST
ABOUT REVENUE OPTICS
Revenue Optics is a commercial transformation firm built for PE-backed B2B distributors and industrials companies. We operate across three business lines: Sales Transformation Consulting, Sales Recruiting, and AI Solutions. Our clients are private equity-backed companies where inside sales is either nonexistent or underperforming, and our mandate is to build it into a growth engine.
We are sub-one-year old, scaling fast, and building the operating infrastructure to support 10x growth. HubSpot is a core layer of that infrastructure, both for our own business development and as the standard CRM platform we deploy inside client engagements.
WHY THIS ROLE EXISTS
Revenue Optics recently became a HubSpot Solutions Partner. We have committed to Sales Hub and Marketing Hub Professional as our internal stack, and we are building a proprietary HubSpot deployment template for inside sales teams at B2B distributors.
We need someone who can own the technical build and ongoing administration of HubSpot across two tracks:
- Internal: Configure and manage Revenue Optics own HubSpot instance for pipeline management, marketing automation, and partner program operations
- Client-facing: Deploy and customize the Revenue Optics distribution CRM template inside client HubSpot instances as part of consulting engagements
This is not a support role. It is a build role. The person in this seat will be creating infrastructure that gets used across every engagement Revenue Optics runs.
WHAT YOU WILL OWN
Internal HubSpot Administration
- Configure and maintain Sales Hub and Marketing Hub Professional for Revenue Optics
- Build and optimize pipeline stages, contact and company properties, and deal workflows
- Create and manage email sequences for outbound prospecting and partner communications
- Build and maintain manager-level dashboards and reporting views
- Manage contact database hygiene, list segmentation, and lead scoring
- Connect HubSpot to third-party tools including LinkedIn, Zapier, and Apollo or equivalent
- Own the HubSpot partner program tracking: deal registrations, commission reporting, and tier progress
Client Deployment and Configuration
- Deploy the Revenue Optics distribution CRM template inside client HubSpot instances
- Customize pipeline stages, contact properties, and sequence templates to match each client's product categories, territory structure, and account tiers
- Build client-specific ISR activity dashboards and manager reporting views
- Train client-side admins and inside sales reps on HubSpot workflows during onboarding
- Document each client deployment for handoff and long-term support
AI and Automation Build
- Build HubSpot workflows that automate account re-engagement triggers, task creation, and rep notifications
- Integrate AI tools (ChatGPT, Claude, or equivalent) into HubSpot workflows for sequence personalization and contact enrichment
- Connect HubSpot to ERP data sources (P21, Eclipse, or equivalent) via middleware for account intelligence sync
- Identify and eliminate manual steps in Revenue Optics delivery workflows through automation
WHAT WE NEED FROM YOU
Non-Negotiable Requirements
- 3 to 6 years of hands-on HubSpot configuration experience, not just usage
- HubSpot Sales Hub Professional certification (current, not expired)
- Demonstrated experience building custom properties, pipeline architectures, and sequence libraries in HubSpot
- Experience connecting HubSpot to third-party systems via native integrations or middleware (Zapier, Make, or equivalent)
- Strong written English at a professional standard. You will interface with PE-caliber clients and US-based leadership
- Ability to work at least 5 hours of overlap with US Eastern Time
- High accountability orientation. You own your deliverables end to end and do not wait to be chased
Strong Differentiators
- Experience in a consulting, agency, or managed services environment where you configured HubSpot for multiple clients
- HubSpot Marketing Hub or Operations Hub certifications
- Experience building AI-assisted workflows or prompt-based automations inside CRM platforms
- Background supporting B2B sales teams, not B2C or e-commerce
- Familiarity with ERP systems used in industrial distribution (P21, Eclipse, Epicor)
- Prior experience building reporting dashboards for sales managers, not just CRM admins
WHAT YOU ARE SIGNING UP FOR
Revenue Optics is not a large company with defined processes and a playbook handed to you on day one. You will be building infrastructure that does not exist yet, for a firm that is scaling fast.
The people you work with are operator-credentialed and move quickly. They expect the same from you. If you are looking for a stable execution role inside an established system, this is not the right fit. If you want to own something real, build something that gets used at scale, and grow fast inside a firm that is on a trajectory to $25M+, this is exactly the right seat.
