Job Description

Process Pro is looking for a HubSpot-centric, technical Solutions Architect who is passionate about designing and overseeing the implementation of innovative technology solutions that align with the customer's strategic goals, business objectives, and current tech stack.

This customer-facing role focuses on building and implementing customized HubSpot solutions for clients, including technical configurations, integrations, and system architecture. You will be responsible for translating business needs into technical executions.

Qualifications

What to Expect:

• Discovery and Strategy: You'll engage with clients to understand their business needs, goals, and challenges related to their HubSpot usage. You'll perform technical discovery, identify opportunities for improving HubSpot implementations, and recommend solutions.
• System Architecture: You'll design and build the technical architecture needed to meet a client’s HubSpot requirements. This includes mapping out integrations, data flows, and complex system setups.
• Implementation: After crafting the system architecture, you'll oversee or execute the build, which can involve customizations, integrations with third-party tools, and optimizing HubSpot’s CRM capabilities.
• Support and Maintenance: You'll provide ongoing technical support and may manage the client's HubSpot ecosystem on a long-term basis, ensuring smooth operation and scalability.

Skillset:

• Technical Expertise: You must have a deep technical knowledge of HubSpot, including advanced CRM functionality, integration tools, and API management. Bonus: You have an understanding of coding languages like JavaScript or Hubble, HubSpot’s templating language, particularly if you've been involved in CMS work.
• Client Management: Strong communication skills to explain complex technical details in a business-friendly manner.
• Engage in discovery sessions with clients to understand business needs.
• Design and configure advanced HubSpot setups (CRM, integrations, custom solutions).
• Implement and maintain integrations with other platforms or ERPs.
• Provide technical support and maintain client systems over time.
• Quick learner, self-motivated, resourceful, and big-picture problem solver
• Able to work autonomously, but also be collaborative with teammates
• Agency experience is a plus

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Job Description

Process Pro Consulting seeks a technically minded Consultant who is excited about aligning sales, marketing, and customer success operations across end-to-end customer life cycles, enabling growth through operational efficiency, and keeping teams accountable to revenue by focusing on operations management, tooling, and analytics.

This HubSpot expert will manage and work alongside other team members, focusing on strategy, technical solutions, and proactive problem-solving. Our Consultants lead client projects ranging from HubSpot onboardings to custom HubSpot implementations, integrations, and custom development within HubSpot, extensibility, and advisory on the HubSpot platform.

This customer-facing role requires:

• An eye for detail
• Strong project and customer management experience
• Great communication skills
• A deep passion for and understanding of HubSpot
• Strong experience in setting up revenue and marketing operations for B2B Saas Customers
• An ability to break down complex technical problems and provide simplified solutions in a more digestible way to customers

If this sounds like a good match, join the Pros!

Qualifications

What to Expect:

• Configure CRM and marketing tools.
• Train clients on HubSpot’s features.
• Implement and configure workflows, pipelines, custom properties, and user access.
• Migrate data from other CRMs or systems.
• Manage and maintain HubSpot accounts for multiple clients.
• Ensure data accuracy, consistency, and security.
• Align HubSpot’s sales, marketing, and service hubs to improve client revenue operations.
• Analyze and report on sales and marketing performance using HubSpot analytics.
• Build and maintain revenue-related workflows and automations.
• Help clients optimize their processes to increase revenue and efficiency.
• Work with clients to develop inbound strategies leveraging HubSpot’s tools.
• Manage long-term client relationships, acting as the primary point of contact between clients and the internal team.
• Identify opportunities for upselling and cross-selling additional services.
• Help lead and manage HubSpot projects.
• Manage timelines, deliverables, and budgets for multiple client projects.
• Coordinate resources and ensure alignment between client needs and agency solutions.

Your Experience Should Include:

• 5+ years of HubSpot experience with a strong understanding of onboardings, customized implementations, migrations, and integrations (Professional and Enterprise).
• Strong marketing/sales/business operations or revenue operations knowledge in a high-growth SaaS environment.
• Proven ability to identify and lead growth-enabling initiatives for SMBs and/or Enterprise-level businesses and an understanding of the specific challenges they face.
• Hands-on experience architecting and deploying complex technical solutions to customers.
• Strong knowledge of the sales pipeline and sales process, forecasting, and trends analysis.
• Direct experience executing multi-channel strategies, along with a strong grasp of the sales and marketing lifecycles.
• Ability to map out and organize the process for managing Leads between Marketing and Sales departments.
• Experience architecting and managing revenue systems from the ground up - CRM, Marketing Automation, reporting, dashboarding, and workflow skills.
• Strong attention to detail with experience in using data/ analytics to drive strategic decision-making.
• Good understanding of a B2B Software pipeline management, sales cycle, and customer journey with associated metrics.

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