Gateway Service Group is a private equity-backed exterior property services platform (street sweeping, day porter, power washing, construction sweeping) with seven branches across the US. We are looking for an experienced RevOps consultant to optimize our existing HubSpot instance and design and build a scalable, systems-based process for creating, approving, tracking, and managing customer contracts and proposals.
HubSpot is already configured and in use across our sales teams, but it has not been tuned for a standardized contract workflow. Our proposal and contract process still relies too heavily on individual effort and email. We need a repeatable process that runs on our existing systems, is easy for branch sales teams to follow, is fully documented in SOPs, and gives leadership visibility into pipeline, renewals, pricing, and contract status.
What you will deliver:
An audit of our current HubSpot setup with specific recommendations on pipelines, deal stages, properties, workflows, permissions, and data hygiene
A documented end-to-end process for proposal creation, pricing approval, contract execution, handoff to operations, renewals, and change orders
HubSpot optimization to support that process - cleaned up pipelines and stages, required properties, quote and proposal templates, approval workflows, and leadership dashboards
A defined integration approach between HubSpot and NetSuite so that won deals, customer records, contract terms, and billing setup flow without manual re-entry
Automation via Zapier, Make, HubSpot workflows, or direct API connectivity where native integration falls short
Standard proposal and contract templates with controlled pricing fields and approval gates
Written SOPs and system documentation covering every step of the process, who owns it, and how it runs in HubSpot and NetSuite
A recorded walkthrough and short training session for our sales and operations leaders
Required experience:
-5+ years in RevOps, sales operations, or CRM systems consulting
-Deep hands-on HubSpot experience - Sales Hub Professional or Enterprise, quotes, workflows, custom objects, and reporting, including optimizing instances that are already live
-NetSuite experience, specifically the customer, sales order, and billing side, and how it connects to a CRM
-Proven automation work using Zapier or similar tools and direct API integrations
-Strong documentation skills - you have written SOPs and process documentation that non-technical teams actually use
-A portfolio of similar process builds you can walk us through
Preferred experience:
-Field services management (FSM) platforms or service-based businesses with recurring and project work
-Commercial property management or property services industries
-Multi-location or multi-branch sales organizations
-Private equity-backed or roll-up environments where standardization across acquired companies matters
Timeline and engagement
We would like this completed within 14 days of kickoff. Expect a discovery call and HubSpot audit in the first two days, a process design and system map for sign-off by day five, build and testing through day eleven, and SOPs, documentation, and training in the final three days. We are open to fixed price or hourly. You will work directly with the CEO and our finance and sales leaders, and we will provide HubSpot and NetSuite access on day one.
To apply
Please include two or three examples of HubSpot optimization or process builds you have delivered, a sample SOP or process document you have written, your proposed approach to the HubSpot to NetSuite connection, your availability over the next two weeks, and whether you prefer fixed price or hourly for this scope.
