Crm consultant

Key Responsibilities

• Lead discovery workshops with clients to document business requirements and develop a structured CRM solution blueprint
• Define and configure scalable HubSpot CRM architectures, including custom properties, pipelines, lifecycle stages, associations, user permissions, and automation workflows
• Collaborate with Solution Architects on integration and migration planning, including data transformation and field mapping processes
• Develop SIT/UAT test plans and execute thorough testing phases to validate solution accuracy before go-live
• Participate in weekly status calls, manage stakeholder expectations, and handle scope changes proactively and professionally
• Collaborate with Onboarding Project Managers to keep delivery on track, within budget, and on scope

Qualifications

• 2 to 4 years of hands-on experience configuring or implementing HubSpot in a consulting, agency, or client-facing capacity, with meaningful exposure across multiple hubs
• HubSpot certifications required across CRM, Sales Hub, and Marketing Hub at minimum; certifications in Service Hub, Content Hub, and Operations Hub strongly preferred
• Demonstrated ability to configure HubSpot across multiple hubs, including objects, properties, pipelines, workflows, automation, and user roles
• Experience leading client-facing discovery sessions, requirements gathering, and CRM training
• Familiarity with data migration processes, including field mapping, import validation, and quality assurance
• Excellent written and verbal communication skills, with the ability to translate technical concepts for non-technical stakeholders
• Strong problem-solving skills and attention to detail, with the ability to manage multiple onboarding projects simultaneously
• A proactive, collaborative approach to teamwork, with comfort giving and receiving direct feedback in a high-trust environment
• Working proficiency with Microsoft Office Suite, including Word and Excel