Senior CRM Consultant - HubSpot & Creatio
总结 在 Wipfli,人们是重要的。在 Wipfli 我们的人员是我们所做的一切的核心催化剂创造出非凡影响和非凡结果的能力背后。我们相信灵活性。我们专注于关系。我们鼓励每个个人走自己的道路。人们真正有意义，他们感觉到这一点。对于那些想要改变生活并找到职业家庭的人来说，Wipfli 提供了决定职业机会。要求号：2026-8480工作摘要：我们正在寻找一个拥有深入 HubSpot 专业知识的高级 CRM 顾问，帮助组织转型吸引，参与和服务客户的方式。在这个角色中，你将直接与客户合作了解他们的业务目标，设计可扩展的 CRM 解决方案，并在 HubSpot 和 Creatio 环境中领导成功实现。从发现和解决方案设计到配置，测试，培训以及实践，你将担任一个值得信赖的顾问，指导客户在 CRM 旅程的每个阶段。你将与跨功能团队合作，推动采用，解决复杂的业务挑战，帮助组织释放其技术投资的全部价值，同时提供可衡量的业务结果。责任 基本责任：· 提出与客户业务需求相关的解决方案或替代方案，并积极通知团队领导者项目时间表压力，并建议解决方案。·基于客户要求和深入了解标准应用程序的解决方案。•收集和分析有关数据，进行客户采访，准备工作文件和报告，担任主题专家。· 与客户沟通功能交付内容以及客户及内部项目的工作计划状况和问题。·组织，建立和监测项目工作计划进展以确保项目按时完成并在预算内完成。·监督范围之外的请求，以确保适当的变革管理进行沟通。· 培训，指导和/或担任咨询人员 I 和顾问 II 的绩效教练。代表并利用工作来确保员工发展。· 与机会领导者或区域团队积极参与业务开发活动作为专家。· 负责研究与开发以及基础努力，使团队能够学习，开发和提供创新解决方案。
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Overview
At Wipfli, people count.
At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Requisition Number: 2026-8480
Job Summary:
We're looking for a Senior CRM Consultant with deep HubSpot expertise to help organizations transform the way they attract, engage, and serve their customers. In this role, you'll partner directly with clients to understand their business goals, design scalable CRM solutions, and lead successful implementations across HubSpot and Creatio environments.
From discovery and solution design through configuration, testing, training, and go-live, you'll serve as a trusted advisor guiding clients through every stage of their CRM journey. You'll collaborate with cross-functional teams, drive adoption, solve complex business challenges, and help organizations unlock the full value of their technology investments while delivering measurable business outcomes.
Responsibilities
Essential Responsibilities:
- Proposes solutions or alternatives that are linked to client business needs and proactively notifies the team leader of project timeline pressures and suggests solutions.
- Develops solutions based on client requirements and in-depth knowledge of standard applications.
- Collects and analyzes relevant data, conducts client interviews, prepare workpapers and reports, and serve as lead subject matter expert.
- Communicates with clients on functional deliverables and work plan status and issues for both client and internal projects to Project Manager.
- Organizes, establishes, and monitors progress on project work plans to ensure projects are completed on time and within budget.
- Monitors out-of-scope requests to ensure proper change management is communicated.
- Trains, mentors and/or serves as performance coach to Consultant I’s and Consultant II’s. Delegates and leverages work to ensure staff development.
- Actively participates with opportunity leaders or regional teams in business development activities as subject matter experts.
- Leads and participates in research and development and foundational efforts to position the team to learn, develop and deliver innovative solutions to the market.
Knowledge, Skills and Abilities
Required Qualifications:
- Bachelor’s Degree or an equivalent combination of education and experience.
- 5+ years’ experience in a professional services firm or 5+ years of private industry experience focused on appropriate technical area with 1+ years in professional services.
- 5+ years of hands-on experience implementing and configuring HubSpot solutions for clients or internal business teams.
- 5+ years of experience leading or supporting CRM implementation activities such as discovery, requirements gathering, solution design, configuration, data migration, testing, training, and go-live support.
- Experience supporting end-to-end HubSpot and/or Creatio implementations, including discovery, solution design, configuration, data migration, testing, deployment, training, and post-launch support.
- Experience configuring HubSpot hubs, objects, properties, workflows, pipelines, permissions, reporting, and integrations to support client business processes.
- Works towards obtaining additional appropriate advanced certifications.
Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at .
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000-$118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Originally posted on Himalayas