Sales Advisor — HubSpot (Part-Time Contractor, Remote) id-7054

Viva Benefits is seeking a Sales Advisor – HubSpot who will work closely with our Partnerships (Sales) team and senior leaders to provide strategic technical guidance and support on HubSpot (e.g., automations, sequences, etc.) and to assist in the creation, planning, and execution of Viva’s HubSpot roadmap.

Description

Viva Benefits is a network of affordable housing that offers families a set of benefits, including health, education, and financial wellness. We are creating equity for all through housing. Together with our partners, we provide a 'continuum of care.'

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The Sales Advisor — HubSpot to audit the processes and performance of our sales approach and Customer Relationship Management (CRM) platform, HubSpot. This is an opportunity to serve as a subject-matter expert, implement best practices, including supporting AI agents and automation where appropriate, and collaborate with cross-functional teams to enhance an existing (and growing) company functional area.

During the interview process you will propose items to include in a paid 2-week sprint which will constitute the final hiring “experience” – where you can both deliver immediate value and outcomes (eg: by the end of your first day) as well as assess the ongoing needs of the CRM and propose a broader plan of action and improvement – a 30/60/90 day plan you will present after you conclude the 2-week sprint.

This is a role where you will bring your expertise to develop and execute testing strategies, identify and resolve issues, and optimize workflow (i.e., the majority of your time will be spent executing and a minimal amount of time learning). If you thrive in a fast-paced environment, take ownership of your work, and are passionate about process optimization, please apply!

Status

• (1) Opening
• Can start immediately
• Start date is negotiable
• Reports To: Director of Partnerships (José)

Flexible Schedule

• Flexible, with the expectation of joining meetings as needed during business hours (M–F, 8 AM–5 PM CT)
• You will have clear goals, but will have flexibility in collaboration with the Viva Partnerships Team and partners to determine days/times that you accomplish the work

Compensation

• Pay range is commensurate with experience: $35 - $55/hour
• Will revisit and renegotiate as appropriate, no later than 180 days after start

Optional: Ongoing Support After Project Completion

• Continue or expand role, if mutually desired
• Transition to a support role with a commitment of less than 10 hours per month

Roles and Responsibilities

Audit Partnerships (Sales) Process

• Conduct comprehensive audits of our existing processes through an early-stage company
• Identify areas for improvement and provide actionable recommendations

Ensure HubSpot Quality & Reliability

• Develop and execute a comprehensive roadmap to maximize HubSpot
• Identify, document, and track issues, ensuring timely resolutions

Improve Sales Process Efficiency

• Continuously optimize processes based on industry best practices

Foster Collaboration Across Teams

• Work across Viva’s teams to align sales goals with the business
• Ensure clear communication and alignment across teams to maintain excellence of outputs and outcomes

Integration of Third-Party Tools

• Evaluate the suitability and potential integration of third-party tools such as Calendly
• Develop strategies for seamless integration of these tools into our existing systems

Support and Guidance

• Provide ongoing support and technical advice, transitioning to a more supportive role after the initial 60 days
• Ensure the team remains aligned with industry best practices and emerging technologies

Must-Have Qualifications

• Proven sales experience and a successful track record with HubSpot projects
• Strong understanding of HubSpot and CRMs
• Expertise in auditing and optimizing sales processes and HubSpot
• Experience with integrating third-party tools and services with HubSpot

Preferred Qualifications

• An intellectually curious generalist or ‘T-shaped’ professional
• Experience in a startup environment with fast-paced development cycles
• Broader multifamily or property technology (proptech) space
• 2+ years in a traditional high-volume sales role
• Motivated to help people: e.g., Viva is focused on creating equity for all through housing

Hiring Team

• Michael Barnes (Viva Benefits, CEO)
• Karina Gutierrez (Viva Benefits, Director of Product)
• Jon Woo (Viva Benefits, Chief Technology Officer)

José Moreno (Viva Benefits, Director of Partnerships)