Remote HubSpot CRM Architect for Multiple Clients

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

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, intake processes, and definitions of a qualified lead.

The role is hands-on, primarily configuration, with direct collaboration to learn how clients sell and handle intake, then implement setups that match their actual workflows.

Qualifications

• 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.
• 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.

Responsibilities

• Build & Configure: Create and maintain HubSpot workflows across multiple client portals; design lead routing, lifecycle and deal stages; build reports and dashboards; configure integrations with Clio, RingCentral, and call-tracking platforms.

Skills

HubSpot

Workflow logic

HubSpot integrations

Process mapping

Multi-client management

Attention to detail

Written communication

Agency background

HubSpot certifications

CRM reporting

Clio familiarity

Salesforce experience

Job description

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, intake processes, and definitions of a qualified lead.

The role is hands-on, primarily configuration, with direct collaboration to learn how clients sell and handle intake, then implement setups that match their actual workflows.