About the role
Wisedocs is on a mission to make it easy and accessible for companies in the insurance, legal, and medical sectors to quickly understand medical documents using AI. Every week, we process hundreds of thousands of pages, saving our customers countless hours of manual effort and helping them streamline medical claim processing.
*This a 3 month contract 10-15hr/weekly (with possibility of extension). Freelancers and boutique agency welcome to apply
Role Summary: Wisedocs is seeking a HubSpot Administrator to optimize, and expand our HubSpot ecosystem across Sales, Marketing, and Customer Success. You will handle the day-to-day technical operations of our HubSpot platform for Sales, Marketing, and Customer Success. Your main responsibilities will include implementing and maintaining HubSpot workflows, managing data integrity, troubleshooting issues, and providing reporting to help our teams achieve their goals. You'll be a key hands-on resource, ensuring our HubSpot system runs smoothly within our B2B SaaS company
Key Responsibilities:
- HubSpot Ownership & Optimization: Administer and optimize the HubSpot CRM (Sales, Marketing, Service Hubs), including user setup, design, and configuration.
- Data Integrity & Reporting: Ensure data cleanliness, create custom dashboards, and provide data-driven insights on performance.
- User Support & Training: Provide technical guidance, support, and training to internal users, boosting adoption and confidence.
- System Integration: Identify and implement integration opportunities to ensure HubSpot evolves with business needs.
- Process Automation & Workflows: Design, implement, and maintain HubSpot workflows, and automation rules to support go-to-market operations and customer nurturing.
- Other duties and projects as assigned and agreed upon
Requirements
-
2-3 years of experience managing and administering HubSpot in a high-growth B2B SaaS environment, with deep hands-on use of Sales Hub.
-
HubSpot Certification is a great asset.
-
Proven experience working as part of a Revenue Operations or Sales Operations team, translating go-to-market needs into scalable HubSpot workflows and automations.
-
Strong understanding of CRM configuration, including pipelines, scoring models, segmentation, and cross-functional process alignment.
-
Proficiency in building advanced automations and delivering data-driven insights.
-
Excellent communication and documentation skills.
-
Skilled at finding creative ways to improve the end-user experience through automation, page design, and dashboards.
Wisedocs AI is an equal opportunity employer and committed to providing accommodation. If you require accommodation, please notify us, and we will work with you to meet your needs.
About Wisedocs AI
Wisedocs is an AI powered automation platform that processes and understands medical documents in real time, making it easier for organisations in the insurance industry to evaluate medical claims faster and more accurately.
Through Wisedocs, organisations can automatically sort, index, summarise and review messy unstructured medical documents. Our clients today are beneftting from an 85% time reduction and a 55% cost reduction in document reviews.
About the role
Wisedocs is on a mission to make it easy and accessible for companies in the insurance, legal, and medical sectors to quickly understand medical documents using AI. Every week, we process hundreds of thousands of pages, saving our customers countless hours of manual effort and helping them streamline medical claim processing.
*This a 3 month contract 10-15hr/weekly (with possibility of extension). Freelancers and boutique agency welcome to apply
Role Summary: Wisedocs is seeking a HubSpot Administrator to optimize, and expand our HubSpot ecosystem across Sales, Marketing, and Customer Success. You will handle the day-to-day technical operations of our HubSpot platform for Sales, Marketing, and Customer Success. Your main responsibilities will include implementing and maintaining HubSpot workflows, managing data integrity, troubleshooting issues, and providing reporting to help our teams achieve their goals. You'll be a key hands-on resource, ensuring our HubSpot system runs smoothly within our B2B SaaS company
Key Responsibilities:
- HubSpot Ownership & Optimization: Administer and optimize the HubSpot CRM (Sales, Marketing, Service Hubs), including user setup, design, and configuration.
- Data Integrity & Reporting: Ensure data cleanliness, create custom dashboards, and provide data-driven insights on performance.
- User Support & Training: Provide technical guidance, support, and training to internal users, boosting adoption and confidence.
- System Integration: Identify and implement integration opportunities to ensure HubSpot evolves with business needs.
- Process Automation & Workflows: Design, implement, and maintain HubSpot workflows, and automation rules to support go-to-market operations and customer nurturing.
- Other duties and projects as assigned and agreed upon
Requirements
-
2-3 years of experience managing and administering HubSpot in a high-growth B2B SaaS environment, with deep hands-on use of Sales Hub.
-
HubSpot Certification is a great asset.
-
Proven experience working as part of a Revenue Operations or Sales Operations team, translating go-to-market needs into scalable HubSpot workflows and automations.
-
Strong understanding of CRM configuration, including pipelines, scoring models, segmentation, and cross-functional process alignment.
-
Proficiency in building advanced automations and delivering data-driven insights.
-
Excellent communication and documentation skills.
-
Skilled at finding creative ways to improve the end-user experience through automation, page design, and dashboards.
Wisedocs AI is an equal opportunity employer and committed to providing accommodation. If you require accommodation, please notify us, and we will work with you to meet your needs.
About Wisedocs AI
Wisedocs is an AI powered automation platform that processes and understands medical documents in real time, making it easier for organisations in the insurance industry to evaluate medical claims faster and more accurately.
Through Wisedocs, organisations can automatically sort, index, summarise and review messy unstructured medical documents. Our clients today are beneftting from an 85% time reduction and a 55% cost reduction in document reviews.