HubSpot CRM & Automation Specialist (NDIS / Healthcare Focus)

About The Role

We’re looking for a high-level HubSpot expert to design, build, and optimise a fully structured CRM ecosystem across multiple business units.

This is not a basic admin role.

You’ll be responsible for architecting how leads flow, how data is structured, and how revenue is tracked end-to-end.

Think

• Clean pipelines
• Bulletproof attribution
• Automation that actually works
• Reporting leadership can trust

What You’ll Be Responsible For CRM Architecture & Lifecycle

• Design and implement lifecycle stages: Lead → MQL → SQL
• Build logic for movement between stages based on qualification rules
• Ensure alignment between marketing, intake, and sales teams

Lead Management & Scoring

• Implement a 0–10 lead scoring model based on:
• NDIS funding status
• Accommodation intent
• Referral type
• Automate scoring updates and lifecycle progression
• Ensure clean separation of recruitment vs participant leads

Deals Pipeline & Revenue Tracking

• Build and optimise opportunity-based pipelines
• Ensure deals are created at SQL stage
• Map full journey from enquiry → placement

Lead Source & Attribution

• Implement structured source tracking across:
• Google Ads
• Meta Ads
• LinkedIn
• Organic / SEO
• Referrals
• Configure UTMs, hidden fields, and drill-down source tracking
• Solve attribution gaps (especially phone calls + offline conversions)

Automation & Workflows

• Build workflows for:
• Lead routing
• Lifecycle updates
• Data validation
• Notifications (SQL alerts, intake handoffs)
• Eliminate manual processes wherever possible

Forms & Data Capture

• Standardise form structure across:
• Website forms
• Meta lead forms
• Google lead extensions
• Ensure key fields are always captured:
• NDIS funding
• Location
• Service type
• Implement hidden fields for brand + campaign tracking

Reporting & Dashboards

• Build dashboards for:
• Leads, MQLs, SQLs
• Conversion rates
• Lead quality breakdown
• Performance by location / property
• Ensure reporting is aligned with real business outcomes (not vanity metrics)

What Success Looks Like

• Clean, reliable reporting across all brands
• Clear visibility from first enquiry → placement
• Accurate attribution of leads and revenue
• Minimal manual intervention from the team
• Scalable CRM structure that supports growth

What We’re Looking For

• Proven experience designing end-to-end HubSpot CRM systems
• Strong understanding of:
• Lifecycle stages
• Lead scoring
• Attribution
• Automation logic
• Experience with multi-brand or multi-service businesses
• Ability to think strategically, not just execute tasks
• Bonus: Experience in NDIS, healthcare, or service-based industries

🟢 Please consider applying even if you don't meet 100% of what’s outlined 🟢

Key Responsibilities

• 🏗️ Designing CRM architecture
• 🔢 Managing lead scoring
• 📈 Building reporting dashboards

Key Strengths

• 💻 HubSpot CRM expertise
• 📊 Data analysis
• 🤖 Automation skills
• 🌐 Multi-brand management
• 🏥 Healthcare industry knowledge
• 🧠 Strategic thinking

Why CARED is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that’s right for them. So when you apply you have the chance to show more than just your resume.

A Final Note: This is a role with CARED not with Hatch.