HubSpot CRM Consultant / Implementation Expert for eCommerce Order Management
Merch Monk is looking for an experienced HubSpot CRM consultant or implementation partner to help us design and configure an operations-focused HubSpot environment for managing our eCommerce order lifecycle.
Our core integrations are already built and data is successfully flowing into HubSpot. This is not a software engineering or API development project. We are looking for someone who can take ownership of the HubSpot side of the implementation and turn the data we already have into a clean, intuitive, and scalable operational system.
At a high level, the project will include configuring the appropriate HubSpot data model, objects, properties, associations, record layouts, operational views, workflows/automations, dashboards, and reporting. The system needs to allow our operations team to easily manage the relationships between customer orders, individual products, supplier purchase orders, fulfillment, shipping, invoices/payments, and operational issues.
We are looking for someone who can recommend the right HubSpot architecture rather than simply execute a predefined configuration. The ideal candidate has significant experience building operational workflows inside HubSpot involving custom objects, complex associations, automation, reporting, and CRM architecture.
You will work closely with our technical founder, who manages the existing integrations and can support any necessary data mapping or integration-side adjustments.
The project will also include testing, documentation, training, and handoff so our internal team can maintain the system after implementation.
When applying, please include:
- Examples of comparable HubSpot implementations you have personally built or led
- Your experience with custom objects, associations, and operational CRM workflows
- A brief overview of how you would approach the project
- Estimated timeline
- Proposed fixed project fee
- Who would actually be performing the implementation if you are applying as an agency
Please review the attached RFP before submitting your proposal, as it contains the complete scope, desired outcomes, and deliverables.