HubSpot CRM Workflow Specialist

About OpenTrain

OpenTrain is the #1 platform for finding and building careers in AI training and data labeling. It helps people discover projects, build a professional profile, and apply in minutes to work that contributes to the development of modern AI systems.

As an OpenTrain contractor, you will apply your professional CRM experience to structured AI training work. Creating an OpenTrain account is free, and your completed projects can help you build a durable portfolio in this fast-growing field.

• Remote contractor opportunity
• Part-time schedule of 20+ hours per week
• Advertised pay range of $28 to $92 USD per hour
• English-language project

About AI Training Work

AI training is the human side of building artificial intelligence. People with practical expertise complete realistic tasks, prepare examples, write instructions, and evaluate outputs so AI systems can learn how tools and workflows should work.

This role combines hands-on HubSpot operations with structured documentation and evaluation. Your CRM knowledge will help create clear, high-quality interaction data for AI system development.

• Work directly with realistic business workflows
• Turn professional expertise into structured training examples
• Help improve how AI systems understand CRM processes and actions

The Role

OpenTrain is recruiting an intermediate HubSpot CRM Workflow Specialist for a remote contractor project. You will independently complete assigned workflows in HubSpot, document the tools and actions used, and create prompts, rubrics, and workflow explanations for quality review.

The work covers common sales and customer management processes involving contacts, companies, deals, pipelines, tasks, reporting, and automation. You will also review completed outputs for accuracy and alignment with project guidelines.

• Role level: Intermediate
• Work type: Contractor and part-time
• Time requirement: 20+ hours per week
• Pay: $28 to $92 USD per hour
• Required language: English

What You'll Do

You will use your current HubSpot access and professional CRM experience to complete workflows independently and demonstrate each process clearly. Screen recordings and written documentation should make every action understandable and usable for quality review.

• Complete workflows involving contacts, companies, deals, pipelines, tasks, reporting, and automation
• Create, update, and manage CRM records through common sales and customer management processes
• Perform lead management, deal tracking, pipeline management, and CRM automation workflows
• Record your screen while completing workflows and clearly demonstrate each step
• Create realistic prompts and detailed rubrics based on completed workflows
• Document HubSpot features, actions, and process steps in a clear format
• Review completed outputs for accuracy and project guideline alignment

Requirements

This project requires strong hands-on HubSpot CRM experience in a professional environment. You should be comfortable working independently, explaining CRM processes clearly, and following detailed project instructions and quality standards.

• Demonstrated professional experience using HubSpot CRM independently
• Experience with contacts, companies, deals, pipelines, tasks, reporting, and workflow automation
• Practical experience in lead management, deal tracking, CRM records, or automation workflows
• Current access to HubSpot
• Ability to create realistic prompts, detailed rubrics, and clear workflow documentation
• Comfort recording and sharing your screen while demonstrating CRM actions
• Strong attention to detail

Helpful Background

Experience with HubSpot reporting, segmentation, and CRM data management is useful. Previous human data work can also support success in this project, especially experience preparing or evaluating structured examples for AI systems.

• HubSpot reporting experience
• Segmentation experience
• CRM data management experience
• Prior annotation or labeling work
• RLHF, AI response evaluation, or model evaluation experience

How the Project Works

You will independently complete assigned workflows while following project instructions and quality standards. The project combines practical HubSpot operations with screen-recorded demonstrations, structured documentation, prompt creation, rubric development, and evaluation of workflow outputs.

Eligible applicants can apply through OpenTrain. OpenTrain brings AI training opportunities together in one place, making it easier to showcase relevant experience, discover matching projects, and grow a long-term portfolio.

• Review the project requirements and confirm your HubSpot experience
• Apply through OpenTrain
• Complete assigned workflows and document your actions
• Submit recordings, prompts, rubrics, and reviewed outputs according to project guidelines