HubSpot Onboarding Specialist

Pearagon is a Hub Spot Solutions Partner based in South Jordan, Utah. We help growing organizations design, launch and support Hub Spot: CRM setup, integrations, data migrations and ongoing support. We're a small team that cares about doing right by every client.

Pearagon is hiring a Hub Spot Onboarding Specialist to run our Partner Scale Onboarding (PSO) program. Here's how it works: when a company buys Hub Spot, Hub Spot can assign its onboarding to a partner like Pearagon. You'll guide each of those new customers from a blank portal to a working system over a 60 to 90 day engagement.

This is an entry point into Hub Spot consulting, with a lot of on the job training. We care more about how you learn, organize and work with people than about what you already know. Your time is split between live working sessions with clients and keeping many projects on track behind the scenes. You'll report to our project manager and learn the program side by side with the people who run it today.

• Run onboarding engagements across Sales Hub Pro, Service Hub Pro, Marketing Hub Pro and Marketing Hub Enterprise, often several for one client.
• Lead recurring working sessions on portal setup, properties, pipelines, imports, forms, sequences, marketing email, workflows, users and permissions, and integrations.
• Translate each client's business process into a Hub Spot setup, and explain the tradeoffs so they can make the call themselves.
• Troubleshoot live: import errors, integration problems, data that won't map and settings nobody expected.
• Send clear recap emails after every meeting, drafted with AI and checked by you.
• Keep project records current in Hub Spot: progress notes, due dates, end dates and extension requests.
• Track hours, deadlines and client activation so no account drifts or runs past due.
• Help improve the onboarding program itself, including documentation, reporting and automation.

• Some Hub Spot familiarity. You've used Hub Spot or a similar CRM enough to know where to start. We'll teach you the rest.
• A real understanding of how AI works. You use AI assistants like Claude every day, give them good context, know where they go wrong and check their output before it reaches a client.
• Project management. You can run many client projects at once, each at a different stage, and keep every deadline and follow up current without reminders.
• Comfort with data. Spreadsheets don't scare you, and you're ready to learn imports, field mapping and cleanup.
• Clear communication. You explain technical things in plain language, and your written recaps are short, accurate and useful to someone who wasn't there.

You're curious and quick to learn, coachable, honest enough to say "let me check" and then follow through, calm when something breaks mid call, patient with clients, detail oriented, and you finish what you start without being chased.

• Hands on Hub Spot configuration or admin experience
• Experience in customer success, onboarding or at a Hub Spot partner agency
• Exposure to integrations such as Zoom, Gmail or Outlook, calendar tools and website forms
• Basic HTML or comfort reading technical documentation

• Prefer doing the work for clients rather than teaching them
• Avoid AI tools, or trust their output without checking it
• Want to focus on one project at a time

• $55,000 base salary, with the opportunity to earn up to $75,000 with bonuses
• Full-time, Monday to Thursday
• Remote, open to candidates anywhere in the United States (we aren't able to hire outside the US)
• Reports to our project manager