RFP: HubSpot Implementation Specialist

RFP

OVERVIEW

Work for America is a nonpartisan nonprofit working to solve the government staffing crisis by helping state and local governments recruit, hire, and inspire the people they need to deliver for their communities. We believe that public service should be a desirable, accessible, and stable career path for Americans from all walks of life.

From launching Civic Match, a national platform connecting mission-driven talent with government jobs, to helping cities modernize hiring systems and tell a more compelling story about public sector work, Work for America is making it easier for great people to serve, and for communities to thrive. Our work has been recognized by The New York Times, Wall Street Journal, Bloomberg, and TIME for its innovative approach to rebuilding the public workforce. Read more here

Work for America operates with a small, lean team. We are adopting HubSpot as our relationship source-of-truth to reduce manual work and fragmented tools, and to improve data quality, reporting, and communications.


PURPOSE OF THIS RFP

Work for America is seeking proposals from qualified consultants to serve as our HubSpot Implementation Specialist. We are looking for a partner who has led and executed HubSpot implementation at a growing organization: someone who can design and implement a system simple enough for our team to run and maintain without ongoing technical support. We're looking for someone who can bring non-profit CRM best-practice expertise and strong experience with technical implementation to answer "how" when we supply the "what," "why," and "for whom."

The selected consultant will play a key role in ensuring HubSpot is set up as a clean, sustainable relationship management system, setting up Work for America's team to use it confidently once the engagement ends.


SCOPE OF WORK

General Operations and Implementation

Support Work for America’s CRM strategy and implementation efforts. Responsibilities will range from high-level guidance on design and roadmap to implementation of key components of the roadmap, with a focus on program operations. The selected consultant will be an expert in:

  • Operationalizing programs from recruitment through delivery within HubSpot 

  • Building data capture for in-person and virtual events across programs

  • Developing tools/workflows to assess customer and program health

  • Building key reporting functions including dashboards for non-technical audiences, using messy or incomplete data

  • Translating user requirements into clear implementation plans in partnership with product and program leads

  • Bonus: Building out fundraising operations in HubSpot

Cross-Platform Integration & Data HygieneExpertise in growth marketing, ideally at a startup or organization where the growth marketing function was still being built

Integrate HubSpot with the other platforms Work for America relies on, while maintaining strong data hygiene and security standards. This includes:

  • Integrating HubSpot with Airtable, Zoom, and custom software applications

  • Mapping data fields and structures across platforms

  • Ensuring integrations are secure and stable


DESIRED QUALIFICATIONS

Work for America is seeking applicants with the following experience and capabilities:

  • At least 4 years of Hubspot experience with a proven track record implementing HubSpot for non-profits

  • Experience architecting CRMs in full-time roles

  • Experience integrating HubSpot across platforms such as Airtable, Zoom, and custom software applications, meeting strong standards of cybersecurity and data hygiene, including familiarity with mapping data across platforms

  • Ability to translate user requirements into clear implementation plans in partnership with product and program leads, and then to execute autonomously and iteratively

  • Experience building workflows for key email communications across segments and platforms

  • Experience building out fundraising operations in HubSpot (a bonus, but not required)

This is a fractional role where someone will be expected to collaborate closely with teammates across the organization. As such, we are seeking an individual contributor for this role. Solo practitioners, individuals operating through an LLC, and firms may all apply, but proposals should identify the specific person who will perform the work.


ENGAGEMENT STRUCTURE & TIMELINE

  • Engagement type: Independent contractor

  • Anticipated term: 2-3 months

  • Anticipated hours: 5–10 hours per week, anticipating 5 hours per week with ability to scale to 10 hours per week as needed

  • Location: Remote within the United States

  • Travel: None anticipated

  • Reporting: The consultant will work closely with the Chief Operating Officer and a Relationship Coordinator

Final cadence, workload, and scheduling will be determined collaboratively based on calendars and consultant availability.


HOW TO APPLY

Interested applicants should submit a brief (2-3 pages) written proposal that includes:

  • A summary of relevant experience and qualifications

  • A description of the proposed approach to fulfilling the scope of work

  • Anticipated availability and capacity through December

  • A proposed budget or rate structure, with a brief explanation of assumptions

  • Resume(s) or bio(s) of relevant team member(s) - not included in page limit

  • Optional: One or two relevant work examples or references

Please submit proposals here by August 14th at 5pm. All questions should be sent to hiring@workforamerica.org by August 7th at 5pm.


WORK FOR AMERICA’S MISSION, VISION, AND VALUES

MISSION
Work for America helps state and local governments recruit, hire and inspire the next wave of public servants, ensuring better services and a stronger America.

VISION
Work for America aims to make public service a more desirable, accessible, and stable career path that uplifts families, communities and our country.

VALUES

Hope with realism. We lead with ambition and optimism, but we are not naive. Our on-the-ground work keeps us clear-eyed when it comes to the challenges of what’s real and what’s possible.

Care and high standards. We move quickly when it matters, and slow down when it counts. We stay focused on the work in front of us, make space to rest, and hold our work to a high bar for the people and communities that rely on it.

Teamwork with empathy. We operate as one team. No task is too small, and we meet each other with humor and respect that strengthens real partnership.

Build for today and tomorrow. We fix what’s in front of us and design for what comes next, creating solutions that last while making room for new ideas to take root.

Honor public service. We believe in the power and promise of public service, and we honor the people who carry that promise forward every day.

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