Solutions Architect
Role details
Job location
Tech stack
Job description
- Host Discovery Sessions following a proven methodology and consult with clients to understand client needs and processes through research and workshops with the client.
- Define, strategise and implement data models and data flows to and from the HubSpot CRM to meet customers processes and automation needs.
- Ensure the right solutions are being proposed for the client's needs, goals, business requirements and processes across the sales, marketing and service tech stack.
- Be able to communicate clearly your proposed solution internally to Developers.
- Communicate the benefits of your recommendations to clients.
- Produce requirements documentation, ERD documents, business processes ("as is" and "to be"), functional specifications, data transformation documents.
- Run workshops and training sessions.
- Produce off-boarding documentation.
- Perform UAT to ensure the brief has been correctly executed.
- Project Planning | Monitor Pre-Sales
- Assist in project scoping when it comes to tech setup / implementation / optimisation / integration where needed.
- Obtain requirements from executive, sales, and account managers.
- Define the project deliverables and outcomes.
- Write comprehensive user stories and acceptance criteria.
- Document the project requirements for clients.
- Conduct demos where needed.
- Configuring Technology Solutions | Technology Integrations
- Being the lead on complex technology configuration projects and mentoring and coaching junior
- team members on what to implement/configure
- Rolling out proposed solutions within HubSpot
- Setup/Optimisation of HubSpot CRM and integrated systems for clients
- Assist in developing best practices in the space
- Lead integration projects you are involved in from a systems specialist point of view and work
- closely with developers and the marketing, sales and service hub consultants on complex HubSpot rollouts
- Work closely with the client, our back-end developers and CTO to:
- Uncover and define goals and objectives from all parties
- Deep dives with the client and client meetings
- Mapping and logic defining
- Defining scenarios and testing integrations
- Assist in developing integration best practices
- Assist in creating/adapting "templates" and processes to follow in an integration project
- Understand the platforms that integrate with HubSpot out of the box (i.e. Gmail, Vidyard, Salesforce and other connect partners
- Perform Technology Audits
- Analyse and provide recommendations on how clients can follow their technology best practice.
- Feed into the technology audit template and process and help define and improve it as tech releases new features.
- Ensure junior team members understand how to use the template and are helping to identify
- opportunities with existing clients as well as opportunities with new and past clients.
- Reporting and Analytics
- Help define how success is measured on each tech solution across the marketing, sales and service hubs.
- Ensuring integrated reporting across the tech solutions to enable closed-loop reporting and ensure integrations meet these criteria.
- Monitor Requirements of Technology Features and Connect Partners
- Keep up to date and present back to the agency on technology features and Connect Partners.
- Keep up to date with any new technology products, features and changes to existing features.
- Have knowledge of the connect partner channel.
- Communicate relevant changes internally and to clients and ensure these are adopted within the
- agency and within client accounts.
- Conduct Data Migration
- Review and analyse data structures, entities, objects and review the relationships with an Entity Relationship Diagram.
- Interrogation of sample data provided by clients and review data for quality and provide a template for how the data should be cleaned, deduped and how it should be provided for migration.
- Define data mapping and logic (fields, flow, cadence, etc.) and input into the proposed ERD
- For data migrations that are done via CSV, the HubSpot Solutions Architect will be responsible for doing the migration.
- Conducting Quality Assurance and UAT on the data migrations.
- Drive Team Certifications | Drive Technology Training
- Looking across technology accounts and ensuring usage is high on technology tools.
- Training on the solutions to internal staff and clients.
- Ensure we are certified in key technology partners.
- Onboarding of new staff into technology where needed with other members of the CRM and Operations team.
- Enable more people in the agency to get certified and understand technology better.
- Provide internal training on technology.
- Mentoring and coaching other team members, especially junior members on the team.
Requirements
We are looking for someone who is driven, takes initiative and always looks for new and better ways to do things. The person needs to be very solution oriented with experience in business and systems analysis, research driven and a critical thinker. They should be a highly motivated individual who thrives in a fast-paced and agency-style team environment and can easily adapt to changing market and organizational requirements. They need to be passionate about their work to the point where it inspires others. As the HubSpot Solutions Architect your role is to architect solutions with the HubSpot CRM in the front and center, and may include data migrations and systems integrations, taking into account clients existing technology and business processes. For candidates joining Huble into this role, experience in CRM systems is
beneficial, it is not a requirement. What matters most is your ability to design effective architectures, develop data strategies, leverage APIs, and create seamless system integrations that address complex business challenges., * 2+ years of experience in designing effective architectures, developing data strategies, leveraging APIs, and creating seamless integrations to address complex business challenges.
- Direct experience with CRM systems is beneficial but not mandatory. A strong background in system architecture and integration is essential.
- We seek individuals eager to immerse themselves in the HubSpot platform. Upon joining, you will receive guidance on obtaining specific certifications to enhance your proficiency and support your role effectively.
- Maintaining a designated set of HubSpot certifications is essential to ensure up-to-date knowledge and expertise in the platform.
- Extensive ability to read and understand and compile technical documentation (API documentation, ERD, functional specifications etc).
- Demonstration of understanding of networks, databases, and technology.
- Experience with big data.
- Experience with integrating systems, leveraging APIs, or custom-built.
- Excellent command of English, with exceptional writing and communication skills.
- Strong business acumen.
- Ability to present your work and articulate succinctly. Adept at high-level client presentations.
- Have an understanding of agile methodologies and ability to grasp and adjust to changing processes.
- A solid understanding of CRM and Customer Experience., * Innovative and Entrepreneurially minded.
- Must be able to demonstrate strong problem analysis and problem-solving skills and is proactive and action oriented.
- Enjoy evaluating and analysing data and business processes.
- Always questioning.
- Superb interpersonal skills coupled with the ability to work independently as well as part of a team.
- Hard working and eager to learn attitude.
- Mature: High emotional Intelligence.
- Dynamic: Full of energy and has a sense of purpose.
- Show enthusiasm and passion for your work.
- Impeccable eye for detail, meticulous and focused on delivering quality results at all times.
- Extreme attention to detail with great accuracy and thoroughness.
- Skilled at handling fast-paced, short lead-time requests and multiple projects at a time.
- Ability to be flexible and adaptable in an ever-changing environment.
- Commercial Awareness.
- Must be self-motivated, resourceful and driven.
- Ability to prioritise and work autonomously.
- Able to work in a deadline driven environment.
- Excellent time and self management skills.
- Have a high tolerance for working under pressure.
- Willing to put in hard work.
- Ability to clearly convey information and ideas through a variety of ways to individuals or groups in a manner that engages the audience and helps them to understand and retain the message.
- Excellent communication, influential and interpersonal skills with people at all levels, internally and externally.
- Good team player but also strong individual performer.
- Must be dedicated to continued learning and research to keep abreast of trends and changes within the HubSpot environment.
- Data and performance driven.