HubSpot Solutions Consultant

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!

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. 

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.