HubSpot Custom Report Designer, Developer, Tester, and Trainer

About the position Turn Complex HubSpot Data Into Insights That Drive Decisions Trissential is partnering with a mission‑driven, higher‑education–focused nonprofit that recently migrated to an Enterprise HubSpot instance. They are seeking a senior‑level HubSpot reporting expert who can design, build, validate, and explain advanced reports and dashboards that leadership and operational teams can rely on. This is not a basic reporting role. You’ll work with complex object relationships, datasets, custom behavioral events, and advanced visualization strategies—while also training internal staff to confidently use and interpret the reports you build. What’s in It for You? High‑Impact Work – Your reports will directly influence revenue attribution, marketing performance, and journey analytics Advanced HubSpot Ownership – Work deeply with Custom Report Builder, datasets, and cross‑object relationships Hybrid Flexibility – Balance in‑office collaboration with remote focus time Consultative Influence – Advise when HubSpot reporting is sufficient and when Power BI is the better solution Knowledge Transfer – Showcase your expertise by training and upskilling internal teams

Responsibilities

• Design, build, test, and validate advanced HubSpot reports and dashboards using Custom Report Builder
• Create reports leveraging datasets, custom properties, calculated fields, filters, and cross‑object relationships
• Build reports using connective data sources where native object associations do not exist
• Apply measures and dimensions appropriately for scalable and reusable reporting
• Implement Custom Behavioral Events to track user actions across:

Public‑facing websites Secure, role‑based portals

• Select and justify the most effective data visualizations (bar, line, table, etc.) based on business context
• Apply filters for timeframes, lifecycle stages, pipelines, and campaign attribution
• Design dashboards that support:

Cross‑dashboard user journeys Scenarios requiring multiple dashboards vs. consolidated views

• Implement consistent design and usability patterns to support self‑service reporting adoption
• Demonstrate manual, user‑selectable data refresh mechanisms between scheduled refreshes
• Advise when exporting HubSpot datasets to Microsoft Power BI Desktop is the most appropriate reporting solution
• Train organizational staff on:

Report interpretation Dashboard usage Foundational reporting best practices

Requirements

• 8+ years of hands‑on experience in HubSpot reporting, analytics, or CRM data analysis
• Proven portfolio of HubSpot reports and dashboards built with Custom Report Builder
• Strong experience working with:

HubSpot datasets Custom properties and calculated fields Cross‑object relationships and formula‑based lookups

• Deep understanding of:

Revenue attribution reporting Email marketing analytics Journey and funnel analytics

• Experience implementing and analyzing Custom Behavioral Events
• Ability to translate complex data into clear, actionable visual insights
• Strong communication skills—you can explain why a report is built a certain way, not just how
• Bachelor’s degree in Business, Data Analytics, Information Systems, or a related field (or equivalent experience)
• HubSpot certifications (Reporting, Marketing Ops, or CRM) are strongly preferred

Nice-to-haves

• Experience integrating HubSpot data with Microsoft Power BI Desktop
• Background supporting nonprofit, education, or membership‑based organizations
• Experience training non‑technical users on reporting tools
• Familiarity with enterprise CRM migrations or system transitions
• Strong data storytelling and stakeholder presentation skills

Benefits

• Comprehensive Benefits for you and your dependents – Medical, dental, vision, free tele‑health, HSA with company contribution, life and disability insurance, and 401k with matching
• Paid Time Off – Both compensation models offer paid time away from work
• Hybrid Work Model – Up to three days per week onsite in Minneapolis
• Consulting Support – Dedicated delivery partnership and clear expectations
• Extension Potential – Strong possibility of renewal based on performance and ongoing needs

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