HubSpot SA Support Contractor — Paid Test Project

About Unlimited Tech Solutions Unlimited Tech Solutions is a 3x accredited, elite HubSpot Solutions Partner, ranking in the top Our specialties span the full RevOps spectrum: CRM strategy and implementation, data migration, custom integrations, AI-powered automation, HubSpot CMS websites, sales enablement, and complex multi-tool solutions. We serve growth-oriented companies in AEC, manufacturing, professional services, and more. Our technology ecosystem extends beyond HubSpot. We partner with best-in-class tools, including: Aircall — cloud telephony and call intelligenceSalesMsg — SMS and messaging automationBadger Maps — territory mapping and routingKarana — our proprietary iPaaS integration platform for enterprise-grade data orchestration We operate by a clear set of principles: Win Without Pitching, help first, sell second, solve for the customer, and solve for the team. If you thrive at the intersection of technology, consulting, and complex problem-solving, this is your place. Before joining active engagements, we ask candidates to complete a short paid test project that reflects the actual work of this role. This test project pays USD $75.00. Candidates who are moved to the next round will receive an upload link with full instructions to complete it. If we like what we see, this has the potential to turn into a longer-term hourly contract arrangement with our team — with ongoing work across active client engagements as SA capacity requires. Overview You have been brought in to support a Solution Architect on an active HubSpot Sales Hub implementation. The SA completed a permissions and user setup working session with the client and has provided you with a summary of the decisions made during that call. Your job is to produce two work packages from that summary, ready for an Implementation Specialist to pick up and action in Jira. The SA will review your output before it is actioned on the project. Context The client is a mid-market B2B company implementing HubSpot Sales Hub for the first time. They have three sales teams with different access requirements. HubSpot will be their system of record for contacts, companies, and deals. The implementation is in the solution design phase. Permissions decisions have been locked — your job is to turn them into actionable work packages. Call Summary — Permissions Working Session Attendees: SA, Client Sales Operations Manager, Client IT Lead Teams Three teams will be set up in HubSpot before users are provisioned: Enterprise Team — 6 reps, 1 managerMid-Market Team — 8 reps, 1 managerSMB Team — 5 reps, 1 manager Teams must be created before users are provisioned — team assignment drives visibility rules. User Roles — Three custom permission sets agreed Sales Rep Contacts: View all, Edit own, Delete noneCompanies: View all, Edit own, Delete noneDeals: View team, Edit own, Delete noneReports: View onlySequences: Use onlyWorkflows: No access Team Manager Contacts: View all, Edit all within team, Delete noneCompanies: View all, Edit all within team, Delete noneDeals: View all within team, Edit all within team, Delete noneReports: View and create within team scopeSequences: Use and createWorkflows: View only Sales Operations Admin Full access to all objects across all teamsOnly role with delete permissions on Contacts, Companies, and DealsManages user provisioning and permission sets Data Visibility Default: users see records they own or that are owned by a teammateEnterprise exception: Enterprise reps and managers can view (read only) all SMB and Mid-Market deals — they cannot edit outside their teamActivity feed: reps see their own activity only; managers see all activity within their team; Sales Ops sees all Open Item The client IT Lead asked whether HubSpot supports IP-based login restrictions. SA confirmed this is available at certain subscription tiers and will follow up before build begins. Not blocking — but must be captured. Your Deliverables Deliverable 1 — Process map Using the team structure and data visibility rules from the call summary, produce a Mermaid diagram that maps how data visibility flows across the three sales teams. The diagram should make it visually clear: What each role can see and editThe Enterprise team's cross-visibility exception for SMB and Mid-Market dealsThe activity feed visibility rules by role This will be used by the SA during solution design and referenced during build. Deliverable 2 — Work package Write one Jira-ready work package for the following task: Configure User Permission Sets — build the three custom permission sets (Sales Rep, Team Manager, Sales Ops Admin) in HubSpot The work package should include: TitleDescriptionTasks (step-level, actionable)Acceptance criteriaAny open items or dependencies the IS needs to be aware of before starting Evaluation Criteria Accuracy — do the work packages accurately reflect the decisions in the call summary?Completeness — are all decisions, dependencies, and open items captured?Clarity — are the tasks and acceptance criteria specific enough for an IS to action without additional clarification?Clarifying questions — if anything was unclear, did you raise specific, well-formed questions rather than making assumptions? Locations: Tarpon Springs, FL