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About the Role

Elemental Impact is seeking proposals from qualified consultants to support a multi-phase engagement focused on redesigning and optimizing our HubSpot platform. The selected consultant will serve as a strategic advisor to assess and improve CRM architecture, workflows, governance, and integrations to strengthen operational efficiency, cross-functional coordination, and long-term scalability. This engagement is structured in two phases: an initial discovery and recommendations phase, followed by an optional implementation and enablement phase.

Responsibilities

Review HubSpot architecture, objects, properties, pipelines, permissions, ownership structures, reporting, and key integrations
Assess current data hygiene, data governance, duplication issues, and operational workflows
Identify workflow inefficiencies, manual processes, and opportunities for simplification and automation
Evaluate the current HubSpot and Splash integration, including event workflows, field mapping, segmentation, attendance tracking, and post-event follow-up
Implement approved HubSpot architecture, workflow, automation, property, and governance changes
Build custom objects
Update teams, permissions, ownership structures, and access settings
Support event systems and Splash integration improvements
Develop SOPs, governance documentation, and training materials
Support data cleanup and governance initiatives
Configure automations and reporting improvements

Requirements

Submit a proposal including organizational background & relevant experience, approach & methodology, qualifications, project management & timeline, and pricing.
Proposals should address experience and capabilities in CRM architecture & systems strategy, workflow optimization, data governance & quality, integration management, cross-functional collaboration, and implementation support.
Include information on key personnel, relevant HubSpot expertise and certifications, CRM systems strategy and administration experience, experience with nonprofit or mission-driven organizations, experience with Splash integrations, event systems, or marketing and event operations workflows, familiarity with AI-enabled CRM workflows, automation tools, and operational AI use cases, and experience supporting distributed CRM ownership models and cross-functional operational teams.
Provide fixed-fee pricing for Phase I discovery, audit, and recommendations.
Provide proposed hourly rates and pricing structure for Phase II implementation support.
Submit proposal by July 10th.

Skills

HubSpot consulting
CRM audits
Workflow assessments
Systems optimization
HubSpot architecture
Workflow optimization
Data governance
Data quality
Integration management
Splash integration
Event systems
Marketing and event operations
AI-enabled CRM workflows
Automation tools
Operational AI
Cross-functional collaboration
Project management
Communication
Facilitation

Location

Remote

Work Type

Contract
Full-time

Experience Level

Consultant

Education Level

HubSpot certifications
CRM/system administration certifications

About the Company

Elemental Impact is a nonprofit investor with 17 years of experience advancing innovative technologies with deep environmental and local impact.
Elemental is supported by 40 funders and its portfolio includes 160 companies that have catalyzed $11.8B in additional funding and created more than 18,100 jobs.
Elemental works to address market failures for first-of-a-kind and early commercial projects by providing catalytic capital and specialized expertise—from policy engagement to workforce development.