HubSpot Solutions Consultant
Aptitude 8 · Houston, TX · 1 mo ago
RemoteRemoteConsulting$85k–$105k/yrFull-time
We need to output HTML fragment with sections: About Us? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says do NOT repeat the job title as a heading. It doesn't forbid "About Us" heading? The list of examples includes "About the role". It doesn't list "About Us". However we can include if there is real content. The posting includes "About Us" paragraph. Should we include? The instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says do NOT repeat the job title as a heading. It doesn't forbid "About Us" heading? The list of examples includes "About the role". It doesn't list "About Us". However we can include if there is real content. The posting includes "About Us" paragraph. Should we include? The instruction: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests those are typical but not exclusive. It says "include a section ONLY when the posting has real, specific content for it". So we can include About Us as a section heading About Us
. However they gave examples but not exhaustive. Likely okay.
We need to remove boilerplate: EEO, etc. Also remove "EEO Employer ..." lines. Also remove any duplicated lines. Also remove application instructions (none present). Also remove cookie/navigation/legal etc.
We need to preserve all substantive information.
We need to format lists with - for any list of duties/requirements/benefits. So we need to identify lists.
Content:
- About Us paragraph: "Aptitude 8 is the leading HubSpot solutions consultancy ..."
- About the Role paragraph: "We’re looking for an experienced Solutions Consultant ..."
- Then "A Normal Day in this Role..." then subheadings: Solution Design & Implementation, Client Engagement, Collaboration & Delegation, Technical Expertise. Those are like responsibilities/duties. Should we treat them as subheadings? The instruction only mentions using
for section headings like About the role, Responsibilities, etc. We could treat each of those as subsections under a broader Responsibilities section? But we could also make each as directly. However they said "Prefer a few substantive sections over many thin ones." So maybe combine duties under a single Responsibilities section with - items.
We need to extract duties/responsibilities from the paragraphs under "A Normal Day in this Role..." and its subheadings.
Let's parse:
Solution Design & Implementation:
- Build complex automations, data models, and new processes within the HubSpot platform while managing custom developments and integrations for external clients.
- Develop scalable, tailored solutions that address client business needs, leveraging HubSpot's advanced features and third-party integrations.
- Provide actionable advice for clients while bringing strategic value regardless of relationship or technical familiarity with the existing ecosystem.
- Identify areas of continuous improvement via optimizations and iterations to existing client portals.
- Confidently and accurately build strategies to solve complex problems using HubSpot-centered solutions.
- Strategically identify additional areas for HubSpot solutions that align with client goals and objectives.
- Create diagrams and process maps using tools like Lucidchart to illustrate solutions clearly.
Client Engagement:
- Proactively identify and communicate engagement needs and prioritize scope; recommend solutions that align with client goals and objectives.
- Act a primary point of contact for clients, contributing to discovery and prioritization sessions while clearly defining solution requirements.
- Drive sprint cadence, plan work accordingly, and conduct weekly sprint meetings with clients.
- Present technical concepts as actionable business use cases, ensuring clarity and alignment with client goals.
- Manage and lead user acceptance testing (UAT) with clients, ensuring deliverables meet quality expectations.
- Train clients on deliverables and platform processes; lead train the trainer and direct training sessions.
Collaboration & Delegation:
- Work closely with delivery leads and other team consultants to execute tasks, provide guidance, and ensure seamless execution of customized solutions.
- Write detailed task specifications and delegate to other team members as needed.
- Conduct quality assurance (QA) on deliverables and provide coaching to team members where needed.
- Conduct backlog grooming and task prioritization for new and recurring Managed Services clients.
Technical Expertise:
- Manage existing HubSpot features, including API integrations and webhooks while maintaining data integrity and governance.
- Execute small-batch data migrations, property setups, and third-party app integrations to ensure seamless transitions for clients.
- Stay updated on HubSpot beta features and other technological advancements to deliver cutting-edge solutions.
Then "Experience & Skills" section: bullet list? Actually it's a paragraph with multiple sentences separated by periods. It lists:
- 5+ years of professional experience in at least one functional area, ideally Marketing, Sales, or Customer Service.
- 2+ years experience in consulting or professional services environments managing multiple external clients or accounts simultaneously.
- HubSpot Advanced User: Advanced technical grasp of 2+ HubSpot Hubs (Marketing, Sales, Service, Data/Ops, Content/CMS).
- Understanding of systems, architecture, and how to solve complex problems using data, technology, and process; should be familiar with APIs / webhooks.
- Ability to navigate budget constraints and lead clients toward the right solutions within a defined monthly budget.
- Strong problem-solving skills with a client-centric mindset; ability to listen to clients and translate their pain points into real solutions.
- Skilled at navigating and prioritizing ambiguous client requests while quickly building rapport; must be comfortable working without a defined client scope.
- Comfortable building and managing client relationships while identifying areas for continuous improvement.
Then compensation: "The compensation range for this role is $85k–$105k, depending on experience and technical level. We recognize that candidates bring a variety of backgrounds and skills, and we’re committed to offering competitive and equitable compensation aligned with each individual’s expertise."
We need to include Pay section if posting actually states them. Yes, compensation range given. So we should have a Pay section
Pay
with containing that sentence.
Benefits: The About Us mentions "remote flexibility, 401k, great benefits". That's a benefit statement. Should we create Benefits section? The posting mentions benefits in About Us: "You’ll find remote flexibility, 401k, great benefits, meaningful work, and the chance to shape the future". That's substantive. So we can include Benefits section
Benefits
with - items: remote flexibility, 401k, great benefits, meaningful work, chance to shape the future of how companies operate. However "great benefits" is vague; but it's part of the sentence. We could keep as list items.
Schedule: Not mentioned. So omit Schedule.
Qualifications vs Requirements vs Skills: The "Experience & Skills" could be considered Requirements/Qualifications/Skills. We need to decide which sections to output. The instruction: prefer few substantive sections over many thin ones. We could combine Experience & Skills into a single
Requirements
(or Qualifications). Since they ask for sections like Requirements, Qualifications, Skills. We could choose one, maybe Requirements, and include all the bullet points as - . That would avoid multiple thin sections.
But we also have About Us and About the Role sections. The instruction says do NOT repeat the job title as a heading (the page already shows it). It doesn't forbid About Us or About the Role. We'll include About Us and About the Role as
sections.
We also need to include maybe a short paragraph for metadata like Job ID? Not present.
We must remove EEO boilerplate.
Thus final HTML:
About Us
Aptitude 8 is the leading HubSpot solutions consultancy for companies with complex CRM operations, advanced tech stacks, and ambitious growth goals. We design and implement CRM, data, automation, and RevOps solutions that unlock revenue performance and operational excellence. You’ll join a rapidly scaling team of builders and operators who want to experiment, solve hard problems, and deliver outcomes that matter. At Aptitude 8, you’ll find remote flexibility, 401k, great benefits, meaningful work, and the chance to shape the future of how companies operate!
About the Role
We’re looking for an experienced Solutions Consultant to join our Managed Services Team! In this client-facing role, you’ll be responsible for leading technical implementation projects, designing solutions, and ensuring the successful execution of HubSpot-related engagements. You’ll work closely with Delivery Leads, Developers, Engineers, and other Consultants to bring projects to life. This role blends strong technical expertise with work execution and project management while ramping up new client consulting skills and subject matter expertise to deliver high-value solutions and drive business outcomes.
Responsibilities
- Build complex automations, data models, and new processes within the HubSpot platform while managing custom developments and integrations for external clients.
- Develop scalable, tailored solutions that address client business needs, leveraging HubSpot's advanced features and third-party integrations.
- Provide actionable advice for clients while bringing strategic value regardless of relationship or technical familiarity with the existing ecosystem.
- Identify areas of continuous improvement via optimizations and iterations to existing client portals.
- Confidently and accurately build strategies to solve complex problems using HubSpot-centered solutions.
- Strategically identify additional areas for HubSpot solutions that align with client goals and objectives.
- Create diagrams and process maps using tools like Lucidchart to illustrate solutions clearly.
- Proactively identify and communicate engagement needs and prioritize scope; recommend solutions that align with client goals and objectives.
- Act as a primary point of contact for clients, contributing to discovery and prioritization sessions while clearly defining solution requirements.
- Drive sprint cadence, plan work accordingly, and conduct weekly sprint meetings with clients.
- Present technical concepts as actionable business use cases, ensuring clarity and alignment with client goals.
- Manage and lead user acceptance testing (UAT) with clients, ensuring deliverables meet quality expectations.
- Train clients on deliverables and platform processes; lead train the trainer and direct training sessions.
- Work closely with delivery leads and other team consultants to execute tasks, provide guidance, and ensure seamless execution of customized solutions.
- Write detailed task specifications and delegate to other team members as needed.
- Conduct quality assurance (QA) on deliverables and provide coaching to team members where needed.
- Conduct backlog grooming and task prioritization for new and recurring Managed Services clients.
- Manage existing HubSpot features, including API integrations and webhooks while maintaining data integrity and governance.
- Execute small-batch data migrations, property setups, and third-party app integrations to ensure seamless transitions for clients.
- Stay updated on HubSpot beta features and other technological advancements to deliver cutting-edge solutions.
Requirements
- 5+ years of professional experience in at least one functional area, ideally Marketing, Sales, or Customer Service.
- 2+ years experience in consulting or professional services environments managing multiple external clients or accounts simultaneously.
- HubSpot Advanced User: Advanced technical grasp of 2+ HubSpot Hubs (Marketing, Sales, Service, Data/Ops, Content/CMS).
- Understanding of systems, architecture, and how to solve complex problems using data, technology, and process; should be familiar with APIs / webhooks.
- Ability to navigate budget constraints and lead clients toward the right solutions within a defined monthly budget.
- Strong problem-solving skills with a client-centric mindset; ability to listen to clients and translate their pain points into real solutions.
- Skilled at navigating and prioritizing ambiguous client requests while quickly building rapport; must be comfortable working without a defined client scope.
- Comfortable building and managing client relationships while identifying areas for continuous improvement.
Pay
The compensation range for this role is $85k–
About Us
. However they gave examples but not exhaustive. Likely okay. We need to remove boilerplate: EEO, etc. Also remove "EEO Employer ..." lines. Also remove any duplicated lines. Also remove application instructions (none present). Also remove cookie/navigation/legal etc. We need to preserve all substantive information. We need to format lists with- for any list of duties/requirements/benefits. So we need to identify lists.
Content:
- About Us paragraph: "Aptitude 8 is the leading HubSpot solutions consultancy ..."
- About the Role paragraph: "We’re looking for an experienced Solutions Consultant ..."
- Then "A Normal Day in this Role..." then subheadings: Solution Design & Implementation, Client Engagement, Collaboration & Delegation, Technical Expertise. Those are like responsibilities/duties. Should we treat them as subheadings? The instruction only mentions using
for section headings like About the role, Responsibilities, etc. We could treat each of those as
subsections under a broader Responsibilities section? But we could also make each as
directly. However they said "Prefer a few substantive sections over many thin ones." So maybe combine duties under a single Responsibilities section with
- items.
We need to extract duties/responsibilities from the paragraphs under "A Normal Day in this Role..." and its subheadings.
Let's parse:
Solution Design & Implementation:
- Build complex automations, data models, and new processes within the HubSpot platform while managing custom developments and integrations for external clients.
- Develop scalable, tailored solutions that address client business needs, leveraging HubSpot's advanced features and third-party integrations.
- Provide actionable advice for clients while bringing strategic value regardless of relationship or technical familiarity with the existing ecosystem.
- Identify areas of continuous improvement via optimizations and iterations to existing client portals.
- Confidently and accurately build strategies to solve complex problems using HubSpot-centered solutions.
- Strategically identify additional areas for HubSpot solutions that align with client goals and objectives.
- Create diagrams and process maps using tools like Lucidchart to illustrate solutions clearly.
Client Engagement:
- Proactively identify and communicate engagement needs and prioritize scope; recommend solutions that align with client goals and objectives.
- Act a primary point of contact for clients, contributing to discovery and prioritization sessions while clearly defining solution requirements.
- Drive sprint cadence, plan work accordingly, and conduct weekly sprint meetings with clients.
- Present technical concepts as actionable business use cases, ensuring clarity and alignment with client goals.
- Manage and lead user acceptance testing (UAT) with clients, ensuring deliverables meet quality expectations.
- Train clients on deliverables and platform processes; lead train the trainer and direct training sessions.
Collaboration & Delegation:
- Work closely with delivery leads and other team consultants to execute tasks, provide guidance, and ensure seamless execution of customized solutions.
- Write detailed task specifications and delegate to other team members as needed.
- Conduct quality assurance (QA) on deliverables and provide coaching to team members where needed.
- Conduct backlog grooming and task prioritization for new and recurring Managed Services clients.
Technical Expertise:
- Manage existing HubSpot features, including API integrations and webhooks while maintaining data integrity and governance.
- Execute small-batch data migrations, property setups, and third-party app integrations to ensure seamless transitions for clients.
- Stay updated on HubSpot beta features and other technological advancements to deliver cutting-edge solutions.
Then "Experience & Skills" section: bullet list? Actually it's a paragraph with multiple sentences separated by periods. It lists:
- 5+ years of professional experience in at least one functional area, ideally Marketing, Sales, or Customer Service.
- 2+ years experience in consulting or professional services environments managing multiple external clients or accounts simultaneously.
- HubSpot Advanced User: Advanced technical grasp of 2+ HubSpot Hubs (Marketing, Sales, Service, Data/Ops, Content/CMS).
- Understanding of systems, architecture, and how to solve complex problems using data, technology, and process; should be familiar with APIs / webhooks.
- Ability to navigate budget constraints and lead clients toward the right solutions within a defined monthly budget.
- Strong problem-solving skills with a client-centric mindset; ability to listen to clients and translate their pain points into real solutions.
- Skilled at navigating and prioritizing ambiguous client requests while quickly building rapport; must be comfortable working without a defined client scope.
- Comfortable building and managing client relationships while identifying areas for continuous improvement.
Then compensation: "The compensation range for this role is $85k–$105k, depending on experience and technical level. We recognize that candidates bring a variety of backgrounds and skills, and we’re committed to offering competitive and equitable compensation aligned with each individual’s expertise."
We need to include Pay section if posting actually states them. Yes, compensation range given. So we should have a Pay section
Pay
withcontaining that sentence. Benefits: The About Us mentions "remote flexibility, 401k, great benefits". That's a benefit statement. Should we create Benefits section? The posting mentions benefits in About Us: "You’ll find remote flexibility, 401k, great benefits, meaningful work, and the chance to shape the future". That's substantive. So we can include Benefits section
Benefits
with- items: remote flexibility, 401k, great benefits, meaningful work, chance to shape the future of how companies operate. However "great benefits" is vague; but it's part of the sentence. We could keep as list items.
Schedule: Not mentioned. So omit Schedule.
Qualifications vs Requirements vs Skills: The "Experience & Skills" could be considered Requirements/Qualifications/Skills. We need to decide which sections to output. The instruction: prefer few substantive sections over many thin ones. We could combine Experience & Skills into a single
Requirements
(or Qualifications). Since they ask for sections like Requirements, Qualifications, Skills. We could choose one, maybe Requirements, and include all the bullet points as- . That would avoid multiple thin sections.
But we also have About Us and About the Role sections. The instruction says do NOT repeat the job title as a heading (the page already shows it). It doesn't forbid About Us or About the Role. We'll include About Us and About the Role as
sections. We also need to include maybe a short paragraph for metadata like Job ID? Not present. We must remove EEO boilerplate. Thus final HTML:
About Us
Aptitude 8 is the leading HubSpot solutions consultancy for companies with complex CRM operations, advanced tech stacks, and ambitious growth goals. We design and implement CRM, data, automation, and RevOps solutions that unlock revenue performance and operational excellence. You’ll join a rapidly scaling team of builders and operators who want to experiment, solve hard problems, and deliver outcomes that matter. At Aptitude 8, you’ll find remote flexibility, 401k, great benefits, meaningful work, and the chance to shape the future of how companies operate!
About the Role
We’re looking for an experienced Solutions Consultant to join our Managed Services Team! In this client-facing role, you’ll be responsible for leading technical implementation projects, designing solutions, and ensuring the successful execution of HubSpot-related engagements. You’ll work closely with Delivery Leads, Developers, Engineers, and other Consultants to bring projects to life. This role blends strong technical expertise with work execution and project management while ramping up new client consulting skills and subject matter expertise to deliver high-value solutions and drive business outcomes.
Responsibilities
- Build complex automations, data models, and new processes within the HubSpot platform while managing custom developments and integrations for external clients.
- Develop scalable, tailored solutions that address client business needs, leveraging HubSpot's advanced features and third-party integrations.
- Provide actionable advice for clients while bringing strategic value regardless of relationship or technical familiarity with the existing ecosystem.
- Identify areas of continuous improvement via optimizations and iterations to existing client portals.
- Confidently and accurately build strategies to solve complex problems using HubSpot-centered solutions.
- Strategically identify additional areas for HubSpot solutions that align with client goals and objectives.
- Create diagrams and process maps using tools like Lucidchart to illustrate solutions clearly.
- Proactively identify and communicate engagement needs and prioritize scope; recommend solutions that align with client goals and objectives.
- Act as a primary point of contact for clients, contributing to discovery and prioritization sessions while clearly defining solution requirements.
- Drive sprint cadence, plan work accordingly, and conduct weekly sprint meetings with clients.
- Present technical concepts as actionable business use cases, ensuring clarity and alignment with client goals.
- Manage and lead user acceptance testing (UAT) with clients, ensuring deliverables meet quality expectations.
- Train clients on deliverables and platform processes; lead train the trainer and direct training sessions.
- Work closely with delivery leads and other team consultants to execute tasks, provide guidance, and ensure seamless execution of customized solutions.
- Write detailed task specifications and delegate to other team members as needed.
- Conduct quality assurance (QA) on deliverables and provide coaching to team members where needed.
- Conduct backlog grooming and task prioritization for new and recurring Managed Services clients.
- Manage existing HubSpot features, including API integrations and webhooks while maintaining data integrity and governance.
- Execute small-batch data migrations, property setups, and third-party app integrations to ensure seamless transitions for clients.
- Stay updated on HubSpot beta features and other technological advancements to deliver cutting-edge solutions.
Requirements
- 5+ years of professional experience in at least one functional area, ideally Marketing, Sales, or Customer Service.
- 2+ years experience in consulting or professional services environments managing multiple external clients or accounts simultaneously.
- HubSpot Advanced User: Advanced technical grasp of 2+ HubSpot Hubs (Marketing, Sales, Service, Data/Ops, Content/CMS).
- Understanding of systems, architecture, and how to solve complex problems using data, technology, and process; should be familiar with APIs / webhooks.
- Ability to navigate budget constraints and lead clients toward the right solutions within a defined monthly budget.
- Strong problem-solving skills with a client-centric mindset; ability to listen to clients and translate their pain points into real solutions.
- Skilled at navigating and prioritizing ambiguous client requests while quickly building rapport; must be comfortable working without a defined client scope.
- Comfortable building and managing client relationships while identifying areas for continuous improvement.
Pay
The compensation range for this role is $85k–
- . That would avoid multiple thin sections.
But we also have About Us and About the Role sections. The instruction says do NOT repeat the job title as a heading (the page already shows it). It doesn't forbid About Us or About the Role. We'll include About Us and About the Role as
- items: remote flexibility, 401k, great benefits, meaningful work, chance to shape the future of how companies operate. However "great benefits" is vague; but it's part of the sentence. We could keep as list items.
Schedule: Not mentioned. So omit Schedule.
Qualifications vs Requirements vs Skills: The "Experience & Skills" could be considered Requirements/Qualifications/Skills. We need to decide which sections to output. The instruction: prefer few substantive sections over many thin ones. We could combine Experience & Skills into a single
- items.
We need to extract duties/responsibilities from the paragraphs under "A Normal Day in this Role..." and its subheadings.
Let's parse:
Solution Design & Implementation:
- Build complex automations, data models, and new processes within the HubSpot platform while managing custom developments and integrations for external clients.
- Develop scalable, tailored solutions that address client business needs, leveraging HubSpot's advanced features and third-party integrations.
- Provide actionable advice for clients while bringing strategic value regardless of relationship or technical familiarity with the existing ecosystem.
- Identify areas of continuous improvement via optimizations and iterations to existing client portals.
- Confidently and accurately build strategies to solve complex problems using HubSpot-centered solutions.
- Strategically identify additional areas for HubSpot solutions that align with client goals and objectives.
- Create diagrams and process maps using tools like Lucidchart to illustrate solutions clearly.
Client Engagement:
- Proactively identify and communicate engagement needs and prioritize scope; recommend solutions that align with client goals and objectives.
- Act a primary point of contact for clients, contributing to discovery and prioritization sessions while clearly defining solution requirements.
- Drive sprint cadence, plan work accordingly, and conduct weekly sprint meetings with clients.
- Present technical concepts as actionable business use cases, ensuring clarity and alignment with client goals.
- Manage and lead user acceptance testing (UAT) with clients, ensuring deliverables meet quality expectations.
- Train clients on deliverables and platform processes; lead train the trainer and direct training sessions.
Collaboration & Delegation:
- Work closely with delivery leads and other team consultants to execute tasks, provide guidance, and ensure seamless execution of customized solutions.
- Write detailed task specifications and delegate to other team members as needed.
- Conduct quality assurance (QA) on deliverables and provide coaching to team members where needed.
- Conduct backlog grooming and task prioritization for new and recurring Managed Services clients.
Technical Expertise:
- Manage existing HubSpot features, including API integrations and webhooks while maintaining data integrity and governance.
- Execute small-batch data migrations, property setups, and third-party app integrations to ensure seamless transitions for clients.
- Stay updated on HubSpot beta features and other technological advancements to deliver cutting-edge solutions.
Then "Experience & Skills" section: bullet list? Actually it's a paragraph with multiple sentences separated by periods. It lists:
- 5+ years of professional experience in at least one functional area, ideally Marketing, Sales, or Customer Service.
- 2+ years experience in consulting or professional services environments managing multiple external clients or accounts simultaneously.
- HubSpot Advanced User: Advanced technical grasp of 2+ HubSpot Hubs (Marketing, Sales, Service, Data/Ops, Content/CMS).
- Understanding of systems, architecture, and how to solve complex problems using data, technology, and process; should be familiar with APIs / webhooks.
- Ability to navigate budget constraints and lead clients toward the right solutions within a defined monthly budget.
- Strong problem-solving skills with a client-centric mindset; ability to listen to clients and translate their pain points into real solutions.
- Skilled at navigating and prioritizing ambiguous client requests while quickly building rapport; must be comfortable working without a defined client scope.
- Comfortable building and managing client relationships while identifying areas for continuous improvement.
Then compensation: "The compensation range for this role is $85k–$105k, depending on experience and technical level. We recognize that candidates bring a variety of backgrounds and skills, and we’re committed to offering competitive and equitable compensation aligned with each individual’s expertise."
We need to include Pay section if posting actually states them. Yes, compensation range given. So we should have a Pay section