Job Description
Senior HubSpot Platform Consultant Job Overview Be the mastermind behind solving our clients' most intricate HubSpot platform challenges as a Senior HubSpot Consultant. You'll architect complex solutions, guide platform consultants, and be a trusted advisor to clients, ensuring their success and driving growth. This is an opportunity to make a significant impact in a dynamic, collaborative environment where your expertise is valued and your contributions are rewarded. This role is fully remote and reports to the Director of Client Services. Please note: This role is a contract position for 4 months starting March 1, 2026 with the potential for a full-time position at the end. We are accepting applications but will not schedule interviews until the week of January 5, 2026. Responsibilities and Duties • Lead and Mentor a Team of HubSpot Consultants: Empower and guide a team of consultants, fostering their growth and development. Delegate tasks strategically to leverage individual strengths and ensure project success. • Drive Solutions for Complex Client Challenges: Analyze client needs, design and implement tailored HubSpot solutions, and document processes clearly and comprehensively. • Champion Client Success: Build strong relationships with clients, acting as their trusted advisor. Proactively identify and resolve roadblocks to ensure they achieve their business goals. • Foster Collaboration: Communicate effectively with internal and external stakeholders, ensuring alignment on project scope, timelines, and deliverables. • Stay Ahead of the Curve: Continuously learn and stay informed about HubSpot updates and new features. Share your knowledge with the team and clients, identifying opportunities to leverage new functionalities. • Elevate the Team: Share your expertise and insights to mentor and upskill platform consultants, contributing to a culture of continuous learning. Qualifications Must-Haves: • 5+ years of hands-on experience customizing and configuring marketing automation or CRM platforms (HubSpot strongly preferred). • Proven experience in Sales Operations, Marketing Operations, or Support Operations. • Demonstrable ability to translate complex challenges into actionable processes and requirements. • Exceptional project management skills, with a track record of successful project delivery. • Outstanding written and verbal communication skills, including presentation and client-facing experience. • A collaborative spirit and passion for teamwork. • Authorization to work in the U.S. without employer sponsorship. Nice-to-Haves: • HubSpot certifications • Experience as an end-user in a marketing automation or CRM platform. Success in this role is measured by: Project Management • Ensure at least 60% of project milestones are based on your proactive recommendations, tracked through milestone origin tags in Asana. • Own and manage solution design, discovery sessions, deliverables, time tracking, and delegation for all assigned projects, ensuring 100% are completed within the agreed timelines. • Successfully manage a portfolio of up to 10 active client projects simultaneously, ensuring all on track to meet deadlines and milestones, as reflected in Asana or HubSpot. • Ensure all projects are actively monitored for scope, risks and dependencies, with documented check-ins and stakeholder updates provided weekly Business Strategy • Lead a quarterly review with each customer with defined KPIs and a documented project plan, achieving 90% completion of deliverables on time. • Develop and maintain comprehensive documentation for 100% of assigned projects Customer Retention • Identify and document new opportunities or upsell potentials within your customer portfolio, with action steps logged in the CRM. • Maintain a customer retention rate of 85% with retainer customers, tracked through quarterly reviews and proactive intervention strategies. Team Management • A cohesive and results-driven team that regularly meets or exceeds project deadlines while maintaining high-quality standards, driven by a culture of accountability and innovation. • Other consultants on your team should advance as independent contributors through your mentorship, actionable feedback, and opportunities to lead key initiatives. Benefits and Perks • Ongoing professional education opportunities • Flexibility to work from anywhere, as long as you have a stable internet connection and are in an environment conducive to meetings • Friendly, easygoing team Interview Process We value your time and have designed a streamlined interview process that allows us to get to know you and for you to experience our team culture. • Video screen: Answer a few questions to showcase your skills and experience. • Short phone/video interview: Discuss your background and aspirations with a member of our team. • One-hour interview with our Director of Client Services • Brief assignment to demonstrate your problem-solving abilities • Final interview: Present your as
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