Interim HubSpot CRM and Revenue Operations Lead (12 month contract)

Position: Contract (12 months), Full Time

Location: Remote in the UK

Salary: £45,000 - £50,000 per year, pro rata

About Us

Helios is a leading provider of neurodevelopmental assessment and treatment services. Through our Helios brand, we work in partnership with the NHS to deliver high-quality clinical services, helping to improve access to assessment , mental health support and care. Our private brand, Melios, supports employers, employees and direct-to-consumer customers, providing neurodevelopmental assessment, treatment and ongoing support.

As both brands continue to grow, we’re investing in our CRM capability to create a more connected, data-driven customer experience. This is a unique opportunity to shape how CRM supports two distinct audiences while creating a scalable platform for future growth.

The Role

We're looking for a HubSpot specialist to lead the design, implementation and optimisation of our CRM capability across both Healios and Melios.

This is not a traditional CRM campaign management role. We're looking for someone who has successfully implemented and optimised HubSpot for growing organisations, ideally within a HubSpot Solutions Partner, Revenue Operations (RevOps) consultancy or high-growth commercial environment.

You will own the technical configuration of HubSpot, redesign our CRM architecture and establish scalable sales, marketing and reporting processes that support future growth.

Working across Commercial, Marketing, Sales and Digital, you'll create a robust CRM ecosystem that enables lifecycle marketing, sales automation, attribution reporting and data-driven decision making.

The successful candidate will play a key role in shaping the CRM capability of two growing brands, creating a connected, insight-led customer experience that delivers measurable impact across sales, marketing and patient engagement.

Key Responsibilities

• Lead the end-to-end design, implementation and optimisation of the HubSpot CRM architecture across Marketing Hub, Sales Hub and CRM.
• Redesign and implement the CRM data model, object relationships, lifecycle stages, lead statuses and sales pipeline architecture.
• Establish robust CRM governance, including data validation, deduplication, data quality processes and ongoing CRM hygiene.
• Configure custom properties, objects, associations and business logic to support multiple business units and customer journeys.
• Develop scalable lead management processes, including MQL, SQL and opportunity definitions, lead routing, ownership and lead scoring.
• Configure Sales Hub to support the commercial team, including pipelines, deal stages, sequences, playbooks, templates and task automation.
• Build sophisticated lifecycle marketing programmes using workflows, automation, nurture journeys, dynamic segmentation and personalised communications.
• Design and implement marketing automations, email templates, marketing assets and campaign workflows that support customer acquisition, engagement and retention.
• Develop scalable customer segmentation frameworks that enable persona-based targeting and personalised customer experiences.
• Lead the integration of HubSpot with websites, Panacea and other third-party business systems, ensuring robust data architecture and synchronisation across platforms.
• Work with internal and external technical teams to support API integrations and future system enhancements where required.
• Design executive dashboards and end-to-end reporting that tracks performance from enquiry through to revenue, including attribution reporting and customer lifecycle performance.
• Develop reporting and measurement frameworks that provide actionable commercial insight and enable continuous optimisation.
• Document CRM architecture, governance and best practice processes to ensure long-term scalability.
• Provide training and support to Sales, Marketing and Commercial teams to maximise CRM adoption and ensure consistent use of HubSpot.
• Partner closely with Sales, Marketing, Digital and Content teams to translate commercial objectives into scalable CRM solutions.
• Develop a roadmap for future CRM capability, ensuring HubSpot supports business growth, future AI-driven personalisation and evolving commercial requirements.

About You

We're looking for someone who has implemented HubSpot as a specialist rather than someone who has simply used HubSpot as part of a wider marketing role. You'll ideally come from a HubSpot Solutions Partner, Revenue Operations (RevOps), CRM consultancy, Marketing Operations, Sales Operations or HubSpot onboarding and implementation environment. You will have extensive hands-on experience configuring, implementing and optimising HubSpot and be comfortable working at both strategic and technical levels.

• Minimum five years' hands-on HubSpot implementation experience.
• Proven experience designing and implementing HubSpot CRM from the ground up.
• Extensive expertise across HubSpot Sales Hub, Marketing Hub and CRM.
• Experience designing CRM architecture for complex customer journeys and multiple business functions.
• Strong understanding of Revenue Operations (RevOps) principles and commercial processes.
• Experience implementing lifecycle stages, lead scoring, pipeline management, attribution reporting and customer segmentation.
• Extensive experience building workflows, automation and lifecycle marketing programmes.
• Experience integrating HubSpot with third-party platforms and business systems.
• Strong understanding of CRM data architecture, governance and reporting.
• Experience developing dashboards and commercial reporting for Sales and Marketing teams.
• Experience driving CRM adoption and embedding best practice across commercial teams.

Highly desirable

• Current HubSpot certifications across Sales Hub and Marketing Hub.
• Experience working for a HubSpot Solutions Partner or CRM consultancy.
• Experience leading HubSpot onboarding or implementation projects.
• Experience with Operations Hub.
• Experience in healthcare, SaaS or another complex regulated environment.
• Experience supporting API integrations or middleware platforms.
• Understanding of GDPR and CRM data governance.

Technical skills

• HubSpot CRM
• HubSpot Sales Hub
• HubSpot Marketing Hub
• HubSpot Operations Hub (desirable)
• Revenue Operations (RevOps)
• CRM architecture
• Data modelling
• Lifecycle marketing
• Marketing automation
• Lead scoring
• Pipeline design
• Customer journey mapping
• Workflow automation
• Dashboard development
• Revenue reporting
• Attribution modelling
• CRM integrations
• Data governance

This role requires extensive hands-on HubSpot implementation experience. We are specifically looking for candidates who have led HubSpot deployments, CRM architecture or Revenue Operations projects, rather than generalist marketers whose CRM experience has formed part of a broader marketing role.

What’s in it for you

• 33 days holiday (including Bank Holidays)
• Paid Christmas closure (between Christmas and New Year)
• Birthday Leave - paid day off on your birthday
• "Life Leave" - 2 days of extra leave to take when things you can't plan for happen
• Enhanced family friendly policies including a phased return to work and receive full pay
• Paid company sick pay scheme
• Contributory Pension Scheme (6% matched)
• Employee Discount to access a private assessment (for ADHD, Autism or a combined assessment) through our Melios service for your child
• Fully personalised flexible benefits package including; Health Cash Plan, Life Assurance, EAP Service, Will Writing, Critical Illness Cover, employee discount and savings portal, Cycle to Work Scheme, Tech Scheme and Wine Club!
• Work from anywhere policy
• Access to NHS and Perks at Work discounts, including the Blue Light Card
• Free access to co-working spaces
• CPD/Growth day per year, plus personal development allowance to invest in your growth
• Bespoke Healios Training and on demand learning including schedule of monthly CPD for clinicians

ACCOMMODATIONS

We’re glad to accommodate candidates who need adjustments throughout the hiring process and we're always learning about different accessibility needs to ensure our hiring process is accessible for all candidates. We encourage you to be open about the adjustments you need so we can adapt our interview process. You can read more about Healios being an Inclusive Employer on our Notion page

Healios is a Disability Confident Committed Employer and we are committed to inclusivity and equality for people with different needs in the workplace.

DIVERSITY AND INCLUSION

“Do the right thing” is one of our core Healios values. And building a diverse and inclusive workplace where everyone feels supported is absolutely the right thing to do. Whether we’re developing a new service line or enhancing one of our products, we need people with different skills, backgrounds, identities and perspectives to ensure our innovations will work for the children and young people we are here to serve. By embracing diversity, we can deliver better care experiences and outcomes, while tackling the inequalities in healthcare provision that exist today.

SAFER RECRUITMENT & PRE- EMPLOYMENT CHECKS

Healios ensures that supporting people to be safe is at the heart of our work and a key priority across all areas of the organisation, We will do our absolute best to keep the people that we support, safe from harm. This starts with our recruitment processes.

As part of our pre-employment checks, all employees of Healios will be asked to have a Disclosure and Barring Service (DBS) check. Dependent on your role within the business, this will either be an Enhanced or Basic. A Protecting Vulnerable Groups (PVG) check will be required. You will also be asked to provide two professional references as a minimum.