CRM Systems Specialist

Cornerstone Practice Management LLC; Annapolis (MD); Remote; USD 70,000 - 80,000; Full time

Benefits offered by this job

Fully remote

Job summary

Cornerstone Practice Management LLC is seeking a CRM Systems Specialist to build and maintain HubSpot instances across multiple client portals, each with its own pipelines and intake definitions. This hands-on role emphasizes configuration, process mapping, and proactive data governance to support clients’ sales and intake workflows.

You will design workflows, reports, and integrations (Clio, RingCentral, CallRail) while aligning portal setups with each firm’s unique processes.

Qualifications

• 2+ years working inside HubSpot.
• Complex workflow logic: branching, re-enrollment, date-based triggers, cross-object dependencies.
• Experience owning integrations between HubSpot and external systems.
• Ability to map and document a process before and after building it.
• Ability to manage multiple client portals without mixing up context.
• Strong attention to process detail and clear written communication.

Responsibilities

• Build & Configure: Create and maintain HubSpot workflows across multiple client portals (Sales, Marketing, Operations Hub).
• Design lead routing, lifecycle and deal stages, and pipelines for non-standard sales and intake processes.
• Build custom reports and dashboards for pipeline tracking and performance.
• Configure and maintain integrations between client portals and tools like Clio, RingCentral, and CallRail.
• Data & Governance: Keep data clean through field standardization, custom objects/properties, and validation rules.
• Audit workflows and data to catch logic gaps, redundant steps, and broken triggers.
• Document & Enable: Map client processes, create enablement materials, run training, and communicate status.

Skills

HubSpot

Workflow logic

Integrations

Process mapping

Multi-portal mgmt

Documentation

Education

HubSpot certifications

Tools

Zapier

Make

n8n

Looker Studio

Clio

RingCentral

Job description

The Role

We're hiring a CRM Systems Specialist to build and maintain our clients' HubSpot instances. This is a hands‑on systems role working across multiple client portals at once - each one a different company with its own pipelines, intake process, and definition of a qualified lead.

Professional services clients rarely run clean, standardized environments. You'll need to keep each account straight, map a process before you change it, and catch a broken enrollment trigger before the client does. The work is primarily configuration, but you'll also talk directly with each firm's team to learn how they sell and handle intake, then build a setup that matches how they actually work.

What You'll Own

Build & Configure

• Create and maintain HubSpot workflows across multiple client portals (Sales, Marketing, and Operations Hub)
• Design lead routing, lifecycle and deal stages, and pipelines for non-standard sales and intake processes
• Build custom reports and dashboards for pipeline tracking and performance
• Configure and maintain integrations between client portals and tools like Clio, RingCentral, and call‑tracking platforms

Data & Governance

• Keep each firm's data clean through field standardization, custom objects/properties, and validation rules
• Audit workflows and data regularly to catch logic gaps, redundant steps, and broken triggers
• Manage users, roles, and data-access permissions in each account

Document & Enable

• Map and document each client's processes before and after building them out
• Create and maintain enablement materials — playbooks, onboarding, knowledge base articles, training videos
• Run training sessions and provide one‑on‑one support for client teams
• Communicate portal status, changes, and blockers on a regular cadence

What You Bring

Required

• 2+ years working inside HubSpot
• Comfort with complex workflow logic: branching, re‑enrollment, date‑based triggers, cross‑object dependencies
• Experience owning integrations between HubSpot and external systems
• Ability to map and document a process before and after building it
• Ability to manage multiple client portals without mixing up context
• Strong attention to process detail and clear written communication

Preferred

• Agency, MSP, or consulting background managing HubSpot for multiple clients
• HubSpot certifications
• Experience building reporting or BI on top of CRM data
• Familiarity with legal tech (Clio or similar)
• Comfort moving between CRM platforms; Salesforce experience is a plus

Tech Stack

• CRM: HubSpot
• Automation: Zapier, Make, n8n
• Reporting & BI: HubSpot reporting, Looker Studio
• Client Systems: Clio, RingCentral, Jotform, CallRail
• Productivity & Ops: Notion, Google Workspace. Lucid Chart

What We Offer & Where It Goes

• $70,000–$80,000, fully remote, small team with minimal process overhead
• You own your work with a short feedback loop to results
• Clear path up: this Associate seat leads to a Senior CRM/RevOps role - scoping the work and owning the execution, designing how HubSpot, Clio, and the data platform connect at the API level, and owning client accounts end‑to‑end