Aptitude 8

• Partner with the Sales Team to co-sell deals, showcasing technical expertise and aligning solutions with client needs. • Conduct discovery sessions with prospects, engaging with VPs and C-suite stakeholders to understand business challenges and objectives. • Present technical solutions in a clear, compelling manner to technical and non-technical audiences. • Architect software solutions for prospects during the pre-sale phase, leveraging deep knowledge of HubSpot and related systems. • Build demo portals and create proofs of concept that align with prospect requirements. • Write detailed project scopes for proposals to ensure clarity and feasibility. • Review technical documentation to assess the feasibility of proposed solutions. • Collaborate with Consulting and Development Teams as needed to support complex technical components of sales opportunities. • Tailored technical solutions and architectures that address client challenges. • Demo portals and proofs of concept that effectively demonstrate the value of proposed solutions. • Well-scoped user stories and proposals that set clear expectations for implementation.

• Support automations, data models, and new processes within the HubSpot platform while contributing to custom developments and integrations for external clients. • Work on scalable, tailored solutions that address client business needs. • Identify areas of continuous improvement via optimizations and iterations to existing client portals. • Confidently and accurately solve complex problems using HubSpot-centered solutions. • Create diagrams and process maps using tools like Lucidchart to illustrate solutions clearly. • Act as a point of contact for clients; proactively identify, prioritize, and communicate client engagement needs. • Strategically identify opportunities for HubSpot solutions that align with client goals and objectives. • Participate in sprint cadences, plan work accordingly, and attend weekly sprint meetings with clients. • Present technical concepts as actionable business use cases, ensuring clarity and alignment with client goals. • Participate in user acceptance testing (UAT) with clients, ensuring deliverables meet quality expectations. • Train clients on deliverables and platform processes; train the trainer sessions. • Work closely with Delivery Leads, Senior Consultants, and technical resources to execute tasks and ensure seamless execution. • Work with other consultants and internal teams to conduct quality assurance (QA) on deliverables. • Perform backlog grooming and task prioritization for new and existing Managed Services clients. • Support 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.

• We’re looking for a HubSpot Solutions Consultant to join our Managed Services Team! • In this client-facing role, you’ll be responsible for leading client engagements and executing RevOps strategy focused on HubSpot-centered solutions. • You’ll work closely with development, engineering, and delivery teams to bring HubSpot solutions to life while building strong, long-lasting client relationships. • This role blends technical expertise with strategy and execution while ramping up new client consulting skills and subject matter expertise to deliver high-value solutions and drive business outcomes!

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! About the Role We’re looking for a HubSpot Solutions Consultant to join our Managed Services Team! In this client-facing role, you’ll be responsible for leading client engagements and executing RevOps strategy focused on HubSpot-centered solutions. You’ll work closely with development, engineering, and delivery teams to bring HubSpot solutions to life while building strong, long-lasting client relationships. This role blends technical expertise with strategy and execution while ramping up new client consulting skills and subject matter expertise to deliver high-value solutions and drive business outcomes! A Normal Day in this Role... 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. Experience & Skills - 6+ years of professional experience in at least one functional area, ideally Marketing, Sales, or Customer Service. - 3+ years experience in consulting or professional services environments managing multiple external clients or accounts simultaneously. - HubSpot Advanced User: Advanced technical grasp of 2+ HubSpot Hubs (Marketing, Sales, Service, Ops, Content/CMS). - Understanding of systems, architecture, and how to solve complex problems using data, technology, and process; should be familiar with APIs / webhooks. - Ability to navigate budget constraints and lead clients toward the right solutions within a defined monthly budget. - Strong problem-solving skills with a client-centric mindset; ability to listen to clients and translate their pain points into real solutions. - Skilled at navigating and prioritizing ambiguous client requests while quickly building rapport; must be comfortable working without a defined client scope. - Comfortable building and managing client relationships while identifying areas for continuous improvement. The compensation range for this role is $85k–$105k, depending on experience and technical level. We recognize that candidates bring a variety of backgrounds and skills, and we’re committed to offering competitive and equitable compensation aligned with each individual’s expertise. Aptitude 8 provides equal employment opportunities to all employees and applicants and prohibits discrimination or harassment of any type regardless of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

• focus on net-new client acquisitions • manage the day-to-day activities throughout the sales lifecycle including appointment setting, contract drafting, follow ups, and initial technical screenings • relationship building with multiple stakeholders and orchestrating evaluation process alongside technical experts • prospect engagement: scheduling appointments, conducting initial consultations, and managing the sales process from end-to-end • maintain a single source of truth for all pipeline activity to ensure accurate forecasting and operational clarity • drive high-quality, qualified deals by focusing on business value, alignment, and robust qualification using the BANT and MEDDPICC frameworks

We are seeking an Account Executive to focus on net-new client acquisitions. This pivotal role is designed for those passionate about consultative selling, enhancing customer experiences, and pioneering long-term client success with some of HubSpot’s largest and most complex customers. Manage the day-to-day activities throughout the sales lifecycle including appointment setting, contract drafting, follow ups, and initial technical screenings. Build relationships with multiple stakeholders and orchestrate evaluation processes alongside technical experts. Key Responsibilities Prospect Engagement: Scheduling appointments, conducting initial consultations, and managing the sales process from end-to-end. Solution Sales Expertise: Employ in-depth knowledge of HubSpot’s product suite to inform prospective stakeholder business function outcomes. Strategic Relationship Management: Establish and maintain robust partnerships with HubSpot’s sales and services teams to align strategies in client acquisition and ensure mutual success. Client Lifecycle Oversight: Manage the entire client lifecycle, from identification and engagement of prospects to the successful establishment of long-term business relationships. CRM Hygiene & Integrity: Maintain a single source of truth for all pipeline activity to ensure accurate forecasting and operational clarity. Deal Strategy: Drive high-quality, qualified deals by focusing on business value, alignment, and robust qualification using the BANT and MEDDPICC frameworks. A Normal Day in this Role Coordinate and schedule sales calls with prospects. Conduct Intro and Discovery calls to qualify new prospects. Take calls with partner software reps to qualify potential deals. Take detailed notes on Deals inside of HubSpot Sales Hub. Maintain CRM hygiene by creating/updating deals, contacts, stages, and next steps. Collaborate with solution architects to prepare detailed technical solutions for presentation to prospects. Nurture relationships with HubSpot sales and service stakeholders. Generate ROI analyses and business cases to close deals.