Implementation Specialist

Job Description

• A Canadian SaaS practice management platform for allied health practitioners — massage therapists, physiotherapists, chiropractors, and osteopaths. ~25-person team based in Canada. Business model: 14-day free trial → monthly or annual subscription (~$30–70/mo). We run on HubSpot Marketing Hub Professional + Sales Hub Enterprise. • We've moved our growth and lifecycle operations in-house and are building the marketing automation that turns trial signups into paying customers. The strategy, architecture, and specs are ready — we need a builder to bring them to life in HubSpot. • What we need • A hands-on HubSpot implementation specialist to build our lifecycle and automation infrastructure from detailed specifications — starting with a 14-day trial drip campaign, then extending into the broader lifecycle and CS automation that supports trial-to-paid conversion. • This is a build role, not a strategy role. The architecture, logic, and copy direction are defined and documented. We need someone who can take a clear spec and execute it cleanly in HubSpot — workflows, email templates, branching logic, lists, and testing — with an eye for detail and deliverability. • Scope (in priority order) • Trial drip campaign build — Build a multi-track, behaviour-based 14-day trial drip in HubSpot from a complete specification: ~10 workflows, ~26 marketing email templates, branch logic, enrollment triggers, list-based conditional sends, and suppression rules. This is the first and primary deliverable. • Email template production — Build marketing email templates from approved designs (Figma), adding personalization tokens, variants (e.g. country-based), and dynamic content. Ensure rendering and links are correct across clients. • Workflow & sequence automation — Build and wire up contact-based workflows and Sales Hub sequences, including behaviour-based routing, delays, re-checks, and merge points. Integrate with existing lists synced from our analytics platform. • Testing & QA — Test every path end to end before launch: enrollment, branching, suppression, sender routing, and exit conditions. Build one complete path, validate, then replicate. • Launch support — Coordinate the cutover from our existing onboarding workflow to the new drip without double-sending, and monitor the first sends. • Documentation & knowledge transfer — Document what's built (workflow logic, naming conventions, dependencies) so our team can maintain and extend it after the engagement. • Ideal profile • ● Strong hands-on HubSpot Marketing Hub skills — workflows, marketing email, templates, lists, and personalization. This is the core of the role. • ● Sales Hub sequences — comfortable building and editing sequences. • ● Builder mindset — takes a detailed spec and executes precisely; flags ambiguity rather than guessing. • ● Detail-oriented — careful with branch logic, tokens, suppression, and deliverability. • ● SaaS experience with trial-driven, demo-to-paid funnels preferred. • ● Email deliverability awareness — understands sending domains, authentication, and reputation basics. • ● Independent contractor — no agencies. • ● Clear communicator — can document work and hand it off.