AI / HubSpot Efficiency Lead

Job Description

• AI / HubSpot Efficiency Lead
• Hybrid working

• UK-based, flexible working (London presence preferred but not essential).

• 6 month contract (potential to extend)
• Outside IR35

About the Organisation

Working with a fast-growing, well-funded organisation operating at the intersection of climate, technology, and operational impact. Small and agile, we operate with the pace and ambition of a SaaS scale-up rather than a traditional NGO.

With strong financial backing, we are building the operational foundation to scale globally and are looking for a hands-on AI / HubSpot Efficiency Lead to accelerate internal systems, workflow automation, and AI adoption; helping the organisation stay agile as it grows.

Role Overview

• This is a 6 month contract to deliver immediate impact across internal systems, with a focus on:

• HubSpot CRM: finalising implementation, ensuring adoption, and integrating into business workflows.
• AI & Automation: embedding tools such as Microsoft Copilot, ChatGPT, and Gemini into daily processes to drive productivity.
• Internal Efficiency: streamlining workflows across Microsoft 365, JumpCloud, and other SaaS platforms.
• This is not an IT support role; the focus is on strategic implementation and change management, enabling staff to use systems effectively and maximising value from existing tools.

Key Responsibilities

HubSpot CRM

• Lead the rollout and optimisation of HubSpot across sales, customer success, and operations.
• Integrate HubSpot with Microsoft Teams (calls, telephony) and other systems.
• Build workflows, dashboards, and reporting that generate actionable insights.
• Ensure HubSpot becomes the central system of record for customer and operational data.

AI & Automation

• Drive adoption of AI tools across the organisation (Copilot, ChatGPT, Gemini).
• Identify opportunities to embed AI into workflows, reporting, and customer support processes.
• Support the development of an internal AI strategy in collaboration with leadership.

Internal Efficiency

• Audit existing Microsoft 365 estate; improve structure, usability, and adoption.
• Streamline device management with JumpCloud (zero-touch onboarding, Apple & Windows).
• Improve file management and SharePoint structure to ensure accessibility and efficiency.
• Reduce friction by consolidating tools and workflows across CRM, finance systems, and support tools.

Change Management

• Ensure successful adoption of new tools and processes.
• Provide training, onboarding, and documentation for staff.
• Act as the "internal champion" for system usage, efficiency, and best practice.

Candidate Profile

Must-Haves

• HubSpot expertise: multiple implementations, able to configure, integrate, and optimise.
• Microsoft 365 admin skills: including Power Automate, Power BI, Teams integrations.
• Change management experience: driving adoption, training, and process redesign.
• Hands-on mindset: able to deliver quickly and iteratively.

Nice-to-Haves

• Experience implementing AI productivity tools (Copilot, ChatGPT, Gemini).
• SaaS workflow automation and system integrations.
• JumpCloud (or similar MDM tool) experience.
• Experience in scale-ups or fast-growing technology organisations.