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 manager
• Mid-Market Team — 8 reps, 1 manager
• SMB 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 none
• Companies: View all, Edit own, Delete none
• Deals: View team, Edit own, Delete none
• Reports: View only
• Sequences: Use only
• Workflows: No access

Team Manager

• Contacts: View all, Edit all within team, Delete none
• Companies: View all, Edit all within team, Delete none
• Deals: View all within team, Edit all within team, Delete none
• Reports: View and create within team scope
• Sequences: Use and create
• Workflows: View only

Sales Operations Admin

• Full access to all objects across all teams
• Only role with delete permissions on Contacts, Companies, and Deals
• Manages user provisioning and permission sets

Data Visibility

• Default: users see records they own or that are owned by a teammate
• Enterprise exception: Enterprise reps and managers can view (read only) all SMB and Mid-Market deals — they cannot edit outside their team
• Activity 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 edit
• The Enterprise team's cross-visibility exception for SMB and Mid-Market deals
• The 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:

• Title
• Description
• Tasks (step-level, actionable)
• Acceptance criteria
• Any 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?

About Unlimited Tech Solutions

Unlimited Tech Solutions is a 3x accredited, elite HubSpot Solutions Partner, ranking in the top <1% of HubSpot partners globally. We are a RevOps consultancy that pushes HubSpot to its innovative edge, helping disjointed revenue teams build high-performance growth engines on the HubSpot platform and beyond.

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 intelligence
• SalesMsg — SMS and messaging automation
• Badger Maps — territory mapping and routing
• Karana — 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.