Consultant
About the role
The Consultant reports to the Manager, Consulting. Your mission is to own a set of client engagements, providing consultative value on strategies to implement HubSpot and our other technologies to solve problems related to front office teams—marketing, sales service, and operations among others.
Responsibilities
Business Strategy: Architect solutions to support client business initiatives, strategically understand business models and outcomes desired, and think ahead for continued success by translating their success through the solutions and technologies provided.
Account Management: Delight clients with clarity, proactive, and consistent communication—ensuring the highest standards of quality, and identify retention and expansion opportunities for further growth.
Project Management: Detail and consistently manage projects and resource plans to ensure the team achieves utilization targets, and excel in executing on budget and on time delivery for client projects.
Account Management
Host planning meetings for technology implementations (i.e. HubSpot) with our internal and client teams—setting frameworks and standards, while managing quality through to project completion and maintain client satisfaction.
Maintain knowledge of client objectives, key stakeholders, and challenges—communicating on a consistent basis (at least weekly) over the phone, and providing follow-up emails alongside those calls in partnership with our delivery team.
Identify upsell opportunities with existing clients, and exercise skills in value positioning to create scopes of work and proposals to demonstrate additional value.
Ensure strategic and technical road maps meet client objectives and within Mole Street’s scope—influencing new initiatives for continued engagement and value-add.
Ensure performance standards are met or exceeded for clients, while maintaining consistent lines of communication that are forward looking and additive in terms of value.
Project Management
Create and manage detailed project plans for all client work in project management software (i.e. Kantata).
Plan your team’s time, using Kantata, to ensure effective execution on utilization and revenue targets based on your client list.
Delegate and follow up (internally and externally) as needed to guarantee successful client delivery and satisfaction.
Remove roadblocks to tasks and support your team in creating more efficiency towards their work.
Raise instances of scope creep with relevant internal stakeholders and clients quickly and effectively—addressing root causes, following up to reset expectations as appropriate, and following up with next steps to continue progress on in-scope items.
Monitor and control project delivery through reporting and insights on data and work completed of results—raising awareness of budget and time allotted to ensure on time delivery.
Business Strategy
Leverage subject matter expertise and business process optimization mindset to deliver tangible results for Mole Street’s clients—in the form of consultative guidance, value-add, and deliverables (i.e. process maps, business assessments, reporting scorecards, technology stack audits, etc.) among other forms of outputs from client engagements.
Conduct and organize client projects as the Project Lead, ensuring the client and Mole Street team is aligned on the long-term business goal, metrics, and consulting initiatives.
Maintain administrative excellence for project delivery for Mole Street engagements—managing the project plan in Kantata and collaborating internally to guarantee effective task management and prevent scope creep.
Execute on Mole Street’s solution lines—migrations, integrations, technical consulting, website design and development—utilizing the HubSpot platform and other technologies we work with.
Aid in identifying and developing consulting proposals and scopes of work when requested by leadership and/or pre-sales.
Own solution design, discovery, presenting of deliverables, and project delivery, billing your time in Kantata and delegating to the right teams appropriately, to support these efforts.
Travel onsite as needed, within the scope of work, to deliver on consulting engagements as needed.
Admin
Daily huddle attendance—9:32-9:47 daily
Weekly account meeting attendance—10:30am-11:00am Mondays
Weekly Consulting Department meeting attendance
Availability on email, Slack, Zoom, and phone during working hours for connects with team and client as needed
Work on special projects including Mole Street marketing and other ops related admin projects as assigned
Experience and Attributes
Strong understanding of the inner workings of go-to-market teams—including marketing, sales, customer success/service, and operations among others—and refining processes for those teams to succeed collaboratively.
Experience in relationship management—maintaining connections within a client organization during an engagement, understanding interpersonal dynamics, and handling objections from out-of-scope activities and identifying risk.
Solid foundation in project management fundamentals—organizing planning, execution, scope management, and maintaining control of client delivery activities to achieve outcomes specified in the scope of work.
Ability to understand business processes, and translate business vision and goals into iterative steps and a project plan by offering recommendations on improvements and consultative value.
Proficiency in Mole Street’s Technologies—HubSpot among others—evidenced through certifications and technical aptitude for data flows.
Analytical thinking—inclusive of data and problems presented in a quantitative, qualitative, and/or conceptual manner.
Proficiency in HubSpot CRM, Google Suite, and Professional Services Automation software (i.e. Mavenlink).
Preferred Attributes
Proficiency in Mole Street’s Technologies—AirCall, Snowflake— and other systems.
Experience working in Kantata.
Specialization in a particular industry—financial services, SaaS, and healthcare among others— and/or field.
Experience handling the following between HubSpot and other systems: custom integrations, data migrations, implementation projects, and website design/development.
Knowledge of distinct technology ecosystems, channel revenue programs, and its nuances.
History of assisting on pre-sales initiatives combined with high standards of project delivery.
Our Employee Benefits Program Includes
Generous compensation package with performance incentives
Full Health and Dental Insurance Coverage
Paid maternity and paternity leave
Flexible PTO policy
The flexibility of working remotely