Sales Executive Support (HubSpot Reporting & Pipeline Management)

Reports to: Head of Strategic Growth / GTM Lead

Role Summary

Own the sales engine end-to-end. You’ll be the HubSpot super-user who keeps the pipeline clean, reporting airtight, and executives prepped to close. This role blends hands-on sales support with rigorous data analysis so leadership has real-time visibility—and confidence—in forecasts, conversion rates, and deal flow.

• HubSpot CRM & Pipeline Management (Primary)
• Own HubSpot for the sales team: data hygiene, lifecycle stages, properties, workflows, and integrations across marketing and client service.
• Design, document, and continuously refine pipeline stages, deal fields, SLAs, and automation (lead routing, task queues, sequences).
• Manage lead scoring and qualification logic; ensure consistent MQL → SQL → Opportunity handoffs.
• Build and maintain executive dashboards (weekly/monthly) showing pipeline health, lead sources, stage conversions, win rates, and revenue forecasts.
• Proactively identify bottlenecks (stalled stages, aging deals, duplicate records) and implement fixes that increase velocity and accuracy.
• Sales Support & Coordination
• Prepare tailored decks, one-pagers, proposals, and follow-ups for high-value prospects; ensure materials reflect latest offers and compliance language.
• Orchestrate prospect meetings and follow-ups (calendar, agendas, notes, and next steps) to keep momentum high.
• Own sales admin: documentation, file organization, and smooth client onboarding handoffs to client experience.
• Data Analysis & Reporting
• Analyze funnel and campaign performance; surface insights on CPL, CAC, stage duration, and forecast accuracy.
• Deliver concise reports and recommendations that enable data-driven decisions (what to double down on, what to stop, where to experiment).
• Create simple “source of truth” scorecards for leadership and a weekly GTM snapshot for the team.

• Run initial prospect outreach and follow-ups via HubSpot sequences, email, and LinkedIn; keep activity logged and measurable.
• Coordinate investor/client touchpoints and nurture streams that move opportunities forward.
• Partner with marketing on segmented email campaigns; monitor deliverability, open/reply rates, and pipeline impact.
• Collaboration & Cross-Functional Support
• Partner with consulting, investments, and client experience for clean handoffs and consistent messaging.
• Feed marketing with front-line insights from HubSpot (ICP signals, content gaps, high-converting hooks).
• Contribute ideas to streamline the end-to-end client acquisition journey.

• Bachelor’s in Business, Marketing, Analytics, or related field.
• 1–3 years in sales support, CRM management, or data-driven sales/marketing (consulting or financial services a plus).
• Strong HubSpot proficiency (pipeline management, reporting, lists, workflows/automation).
• Sharp analytical skills; able to turn raw data into clear insights and next steps.
• Excellent communication, organization, and stakeholder management.
• Comfortable in a fast-paced, entrepreneurial environment; proactive and detail-obsessed.
• Availability to work from the Cebu office and/or from home with reliable high-speed internet and cellular access.

• Experience with LinkedIn Sales Navigator, Office 365 Suite, Zoom, Calendly, Fireflies (or similar), and basic familiarity with Wealthbox or other CRMs.
• Light spreadsheet/BI chops (e.g., pivot tables, calculated fields, basic SQL a plus).

Tools You’ll Use

• Google Sheets/Slides/Docs
• LinkedIn & Sales Navigator
• Zoom/Calendly
• Fireflies (or similar)
• Basic BI/export to spreadsheets

• Pipeline Hygiene: % of deals with required fields, notes, next steps (target ≥ 95%).
• SLA Compliance: Speed-to-lead and follow-up cadences met (target ≥ 90%).
• Forecast Accuracy: Within agreed variance by stage and close date.
• Stage Velocity: Median days in stage; reduction of stalled/aging deals.
• Conversion Rates: MQL→SQL, SQL→Opportunity, Opportunity→Won.
• Reporting Cadence: On-time delivery of weekly and monthly dashboards.

1. Day Success Plan

• Days 0–30: Audit HubSpot (properties, stages, workflows, data quality); publish baseline dashboards and a remediation plan.
• Days 31–60: Implement scoring, fix hygiene issues, standardize sequences/templates, and document SLAs & playbooks.
• Days 61–90: Optimize dashboards for exec use, tighten forecasts, remove bottlenecks, and present a quarterly improvement report with measurable wins.

Why This Role Matters

Your work powers scale. By combining executive sales support with advanced HubSpot reporting and pipeline management, you free leaders to focus on relationships and closing—while you provide the structure, insight, and operational excellence that keep Wealthrive and Freedom Family Office’s growth engine running smoothly.