Senior HubSpot Consultant for Audit, Remediation & Ongoing CRM Development (Healthcare)

We are a healthcare company using HubSpot as our system of record for CRM, subscriptions, invoicing, and internal operations. HubSpot is integrated with Stripe for payments and Healthie as our EHR. A previous contractor completed an initial HubSpot setup, including manual Stripe data migration, product and subscription configuration, and early automation. Before continuing to build, we are seeking a senior HubSpot consultant to independently audit the existing setup, correct issues, and then lead further build-out and optimization. We are looking for someone who can validate the foundation and then take ownership of the system going forward. Phase 1: Independent HubSpot & Billing Audit (Required) You will first perform a comprehensive audit to confirm accuracy and identify risk. Audit Scope Includes: - CRM & Data Integrity - Review contacts, custom properties, lifecycle stages, and associations - Validate member vs payer relationships and historical data accuracy - Identify duplicates, structural issues, or scalability concerns - Billing, Subscriptions & Payments - Reconcile HubSpot data with Stripe source-of-truth records - Validate product library, pricing, discounts, and subscription logic - Identify missing, duplicate, or inconsistent charges and payments - Confirm invoice accuracy and reporting reliability Integrations & Workflows - Review HubSpot ↔ Stripe integration and data flow - Validate existing workflows (renewals, reminders, tasks, automations) Audit Deliverables: - Written audit summary - Prioritized issue list (critical / medium / low) - Clear remediation recommendations - Go-forward assessment on whether the system is safe to build on Phase 2: Remediation & Stabilization Following the audit, you will: - Fix identified data, billing, and configuration issues - Resolve known discrepancies (missing payments, duplicate charges, inconsistent pricing) - Complete the transition to HubSpot-managed subscriptions - Ensure HubSpot is the system of record and Stripe remains the payment processor Phase 3: Ongoing Build-Out & Optimization Once the system is validated, ongoing responsibilities may include: - CRM & Data Model Expansion - Finalize lifecycle stages, lead statuses, and key reporting fields - Define how to track discharges, step-down transitions, and family contacts Reporting & Dashboards - Monthly operational and financial dashboards - Membership lifecycle, churn, revenue, and outcomes reporting Workflow Automation - Intake and onboarding automation - Renewal reminders and care coordination workflows Required Experience - Please apply only if you have: - 5+ years of hands-on HubSpot experience - Proven experience with HubSpot + Stripe billing and subscriptions - Experience auditing and fixing existing CRM implementations - Strong data reconciliation and systems design skills - Comfort challenging prior work and recommending rebuilds if needed Nice to have: - Healthcare or regulated-industry experience - HubSpot Admin / Operations certifications Apply tot his job Apply To this Job