Client Engagement Consultant – CRM (Salesforce OR HubSpot exp. req.)

Client Engagement Consultant – CRM (Salesforce OR HubSpot exp. req.)
Location: must reside in the United States / must be able to work ET business hours
Salary: $100,000 - $120,000 +  Project-based Commission (~5-8k annually) + Benefits
Benefits: Medical, Dental, Vision, 401k w/ 4% Match, Holidays, Unlimited PTO
Job Type: Full-Time | Work from Home
Typical Hours: Monday – Friday, 8:00 AM – 5:00 PM ET
Travel: Less than 5% domestic travel for client or company events
Start Date: ASAP
Sponsorship is not available

Client Engagement Consultant – CRM (Salesforce OR HubSpot exp. req.) Description

Our client in the B2B consulting space is looking for a Client Engagement Consultant – CRM to add to their remote team in the United States. In this role, you will manage a portfolio of B2B clients, lead discovery conversations, uncover business needs, and identify ways clients can get more value from their Salesforce and/or HubSpot CRM. You will clarify unclear requests, ask thoughtful follow-up questions, and translate client goals into clear next steps for internal technical teams. Our client is looking for someone with strong B2B client-facing CRM or account management experience, business acumen, and experience gathering requirements or managing client-driven projects. Hands-on Salesforce and/or HubSpot CRM experience is required, but consultative communication and business understanding outweigh technical depth. This is a great opportunity to own client relationships, identify growth opportunities within existing accounts, and make a direct impact in a small, collaborative consulting environment.

Client Engagement Consultant – CRM (Salesforce OR HubSpot exp. req.) Responsibilities

•    Manage client relationships for assigned B2B accounts as the primary point of contact
•    Lead recurring calls, discovery conversations, and project discussions within existing accounts
•    Uncover client goals, pain points, process gaps, and new growth opportunities
•    Translate business needs into CRM recommendations and project plans
•    Partner with internal CRM and technical teams to execute client solutions
•    Support Salesforce and/or HubSpot reporting, dashboards, and workflows
•    Support user setup, fields/properties, process improvements, and adoption
•    Create project timelines, documentation, process guides, and training materials
•    Lead client training sessions and support CRM adoption efforts
•    Monitor client CRM usage and recommend improvements to drive efficiency and growth
•    Manage client priorities, deadlines, scope, and internal team capacity
•    Stay current on CRM platform updates that may benefit clients

Client Engagement Consultant – CRM (Salesforce OR HubSpot exp. req.) Qualifications

•    3+ years of Salesforce (Sales Cloud) OR HubSpot (Marketing/Sales Hub) experience required 
•    2+ years of B2B client-facing experience required 
•    Experience managing multiple client relationships/accounts simultaneously required
•    Experience gathering requirements and translating needs into solutions required
•    Comfortable asking questions to uncover needs and identify new project opportunities required
•    Strong communication, organization, and problem-solving skills required