Salesforce Consultant

• Strategic Consulting & Advisory o Conduct full HubSpot audits and deliver actionable optimization roadmaps.
• Advise executive leadership on CRM, automation, and revenue strategy.
• Translate business goals into scalable HubSpot solutions.
• Lead discovery sessions with stakeholders to identify operational gaps.
• Develop 30-60-90 day transformation plans.
• Provide change management guidance during system transitions.
• CRM Architecture & Governance o Design scalable CRM architecture (custom objects, properties, pipelines).
• Implement governance frameworks and documentation standards.
• Oversee data migrations, restructures, and clean-up initiatives.
• Establish lifecycle stage definitions and alignment across teams.
• Maintain data integrity and compliance best practices.
• Revenue Operations (RevOps) Leadership o Align Marketing, Sales, and Customer Success processes within HubSpot.
• Optimize MQL ? SQL ? Closed-Won workflows.
• Improve pipeline velocity and forecasting accuracy.
• Design compensation tracking and performance dashboards.
• Reduce friction in cross-department handoffs.
• Advanced Marketing Automation o Architect complex, multi-branch automation workflows.
• Build advanced lead scoring models (behavioral, engagement, firmographic).
• Optimize email marketing, segmentation, and personalization.
• Implement multi-touch attribution models.
• Improve conversion rates across the funnel.
• Sales & Service Enablement o Optimize deal pipelines and automation triggers.
• Implement automated task creation and SLA monitoring.
• Build service ticket workflows and customer onboarding journeys.
• Develop playbooks and enablement documentation.
• Integrations & Technical Implementation o Lead complex integrations (Salesforce, NetSuite, Shopify, Stripe, custom APIs).
• Manage middleware platforms (Zapier, Make, webhooks).
• Oversee CMS Hub customization and reporting infrastructure.
• Troubleshoot automation conflicts and performance issues.
• Reporting & Executive Analytics o Build executive-level dashboards focused on revenue KPIs.
• Analyze CAC, LTV, pipeline velocity, and ROI.
• Deliver monthly and quarterly business performance reports.
• Present strategic insights and recommendations to leadership.
• Training & Mentorship o Train internal teams on HubSpot best practices.
• Develop internal SOPs and process documentation.
• Mentor junior HubSpot administrators or marketing ops team members.
• Serve as primary point of contact for external agencies or partners., * Increased revenue through optimized pipeline performance
• Improved conversion rates across lifecycle stages
• Clean, scalable CRM architecture
• Reduced manual processes via automation
• Accurate forecasting and reporting
• High stakeholder adoption and satisfaction

JOB SUMMARY We are seeking a highly strategic and technically advanced Senior HubSpot Expert / Senior HubSpot Consultant to lead the design, optimization, and long-term scalability of our HubSpot ecosystem. This role functions as both a systems architect and strategic advisor, partnering with executive leadership to drive revenue growth, operational efficiency, and cross-functional alignment across Marketing, Sales, and Customer Success. The ideal candidate brings deep hands-on HubSpot expertise, strong RevOps experience, and a consulting mindset-able to assess business needs, architect solutions, and deliver measurable ROI., * 5+ years of advanced HubSpot experience (multi-hub preferred).

• 7+ years in CRM, marketing automation, or Revenue Operations.
• Proven experience leading large-scale HubSpot implementations or optimizations.
• Strong experience in consulting, stakeholder management, or client-facing roles.
• Deep knowledge of automation logic, reporting, and data modeling.
• Experience with APIs and system integrations.
• Strong executive communication skills.

PREFERRED CERTIFICATIONS :

• HubSpot Marketing, Sales & Service Hub Certifications
• HubSpot Revenue Operations Certification
• HubSpot CMS Developer Certification
• HubSpot Solutions Partner experience (strong plus)

CORE COMPETENCIES :

• Strategic CRM Consulting
• Revenue Operations (RevOps)
• CRM Architecture & Data Governance
• Marketing Automation Strategy
• Executive-Level Communication
• Cross-Functional Leadership
• Technical Systems Integration
• Performance Analytics