HubSpot解决方案顾问
HubSpot Solutions Consultant
关于公司
Aptitude 8 是一家领先的 HubSpot 解决方案咨询公司，专注于拥有复杂 CRM 运营、先进技术栈和雄心勃勃增长目标的企业。我们设计并实施 CRM、数据、自动化和 RevOps 解决方案，以释放收入表现和运营卓越性。你将加入一个快速扩展的团队，与致力于实验、解决难题并交付重要成果的建造者和运营者一起工作。
在 Aptitude 8，你可以获得远程灵活性、401k、优厚福利、有意义的工作，以及塑造企业未来运作方式的机会！
职位介绍
我们正在寻找一位经验丰富的解决方案顾问加入我们的托管服务团队！在这个面向客户的职位中，你将负责领导技术实施项目、设计解决方案，并确保 HubSpot 相关项目的成功执行。你将与交付负责人、开发人员、工程师和其他顾问紧密合作，使项目落地。该职位结合了强大的技术专长与工作执行和项目管理能力，同时提升新客户咨询技能和专业知识，以交付高价值解决方案并推动业务成果。
这个职位的一天通常会是这样的……
解决方案设计与实施：
- 在 HubSpot 平台上构建复杂的自动化、数据模型和新流程，同时管理对外客户的定制开发和集成。
- 开发可扩展的定制解决方案，满足客户业务需求，利用 HubSpot 的高级功能和第三方集成。
- 无论客户关系或对现有生态系统的熟悉程度如何，都能为客户提供切实可行的建议并带来战略价值。
- 通过优化和迭代现有客户门户，识别持续改进的领域。
- 有信心且准确地制定策略，使用以 HubSpot 为中心的解决方案解决复杂问题。
- 战略性地识别与客户目标和愿景一致的其他 HubSpot 解决方案领域。
- 使用 Lucidchart 等工具创建图表和流程图，清晰展示解决方案。
客户参与：
- 主动识别并沟通参与需求，优先考虑范围；推荐与客户目标和愿景一致的解决方案。
- 作为客户的首要联系人，参与发现和优先级会议，明确解决方案需求。
- 推动冲刺节奏，计划工作进度，协调跨职能团队完成任务。
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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.
A Normal Day in this Role...
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.
Experience & Skills
- 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.
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.
EEO Employer
Aptitude 8 provides equal employment opportunities to all employees and applicants and prohibits discrimination or harassment of any type regardless of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Originally posted on Himalayas