CRM Force

Role Description HubSpot partner agencies run on Implementation Specialists. While Solutions Architects design the blueprint and CRM Strategists own the complex technical builds, Implementation Specialists are the hands-on operators who configure HubSpot portals, onboard clients, execute against delivery plans, and ensure that what was designed actually gets built correctly. You will typically manage 15–20 client onboardings and implementation projects simultaneously, working closely with senior consultants and project leads. This is a high-volume, client-facing role that rewards people who are organized, technically solid on HubSpot, and thrive in a fast-moving agency environment. It is also one of the clearest paths to growing into a CRM Strategist or RevOps Consultant role within a partner firm. What You'll Do - Execute HubSpot portal setup and configuration for new clients — including CRM structure, pipeline stages, deal properties, contact and company object setup, user permissions, and team configuration. - Implement marketing automation workflows, email sequences, lead scoring rules, and lifecycle stage logic based on specifications provided by senior consultants or the client discovery process. - Configure Sales Hub tools including sequences, meeting links, templates, deal pipelines, and forecast categories for client sales teams. - Set up and test third-party app integrations from HubSpot's native marketplace — Gmail, Outlook, LinkedIn, Zoom, Slack, and other standard connectors. - Conduct data imports into HubSpot — mapping fields, cleaning records, and validating data integrity post-import. - Serve as the primary point of contact for assigned client onboardings — running regular check-in calls, managing client questions, and keeping projects on track against a 60–90 day onboarding plan. - Advise clients on HubSpot best practices in plain, non-technical language — helping non-technical users understand how to use the platform effectively after go-live. - Identify and flag scope creep, technical complexity, or client situations that require escalation to a senior consultant or solutions architect. - Conduct QA on your own configurations before handoff — testing workflows, validating data, and ensuring everything works as designed. - Contribute to internal documentation and knowledge sharing within the delivery team. Qualifications - 2–4 years of hands-on HubSpot experience, including direct portal configuration and client-facing implementation work. - Solid working knowledge of HubSpot CRM, Marketing Hub, and Sales Hub — must have configured all three in real client environments, not just as an end user. - Prior experience working at a HubSpot Solutions Partner agency or in a client-facing consulting role — in-house HubSpot administration experience alone is not sufficient. - Comfortable managing multiple client projects simultaneously — strong organizational and time management skills are essential. - Strong communication skills — able to run client calls confidently, explain HubSpot concepts clearly, and manage client expectations professionally. - Experience performing data imports into HubSpot including field mapping and basic data cleanup. - Ability to work independently and take ownership of your client relationships without constant supervision. - HubSpot certifications in CRM, Marketing Hub, and Sales Hub preferred — or willingness to complete certifications quickly upon placement. Nice to Have - Exposure to HubSpot Service Hub or Operations Hub configuration. - Experience with common HubSpot marketplace integrations beyond the standard suite — Salesforce native sync, ZoomInfo, Databox, or similar. - Familiarity with basic data migration concepts — CSV imports, field normalization, deduplication. - Experience writing client-facing documentation, training guides, or HubSpot portal handoff notes. - Background in B2B marketing, sales operations, or customer success in a SaaS or technology environment. - Familiarity with project management tools such as ClickUp, Asana, or Monday.com used in agency delivery contexts.

Role Description This is the core delivery role inside a HubSpot partner agency. You will be the primary technical lead responsible for architecting and implementing HubSpot solutions across the full customer lifecycle — spanning Marketing Hub, Sales Hub, Service Hub, and Operations Hub. You will work directly with client stakeholders, translate complex business requirements into scalable CRM systems, and own the quality of what gets built. This is not an admin or end-user role — it requires deep hands-on HubSpot expertise combined with the ability to think strategically about revenue operations, data architecture, and systems design. What You'll Do - Lead end-to-end HubSpot CRM implementations and re-architecture projects for B2B clients across multiple industries - Design scalable data models, custom objects, property schemas, and lifecycle stage frameworks aligned to client revenue operations strategy - Build advanced automation including complex workflows, lead scoring models, pipeline management logic, and lifecycle routing - Own native integration strategy and configuration between HubSpot and third-party systems including Salesforce, Microsoft Dynamics, NetSuite, ZoomInfo, and others — including sync rules, field mapping, and conflict resolution - Conduct technical discovery sessions to map current-state vs. future-state processes and identify revenue funnel bottlenecks - Build RevOps reporting dashboards and attribution frameworks that demonstrate measurable business impact to client leadership - Implement and enforce data governance standards including deduplication logic, hygiene frameworks, and CRM single-source-of-truth principles - Serve as a trusted strategic advisor to senior client stakeholders — translating technical concepts into clear business outcomes - Manage project scope, sprint cadence, and delivery timelines across multiple concurrent client engagements - QA your own deliverables and collaborate with other team members to ensure solution quality Qualifications - 4–6+ years of hands-on HubSpot experience, ideally at the Professional or Enterprise tier - Demonstrated depth across a minimum of 2 HubSpot Hubs — Marketing Hub, Sales Hub, Service Hub, or Operations Hub - Proven experience in a client-facing consulting or agency environment — managing external clients, not just internal HubSpot administration - Strong RevOps foundation: lead-to-cash process design, pipeline architecture, funnel reporting, and marketing-sales alignment - Experience configuring and managing native integrations between HubSpot and external platforms; must understand sync logic, field mapping, and data conflict resolution - Solid understanding of CRM data modeling: custom objects, calculated properties, associations, and data schema design - Ability to run client-facing discovery sessions, write technical documentation, and deliver training to non-technical stakeholders - Comfortable managing multiple client projects simultaneously in a fast-paced agency environment - HubSpot certifications across relevant Hubs strongly preferred Nice to Have - Experience specifically with Salesforce-to-HubSpot CRM migrations - Hands-on experience with Operations Hub custom-coded actions or programmable automation - Familiarity with data enrichment tools such as ZoomInfo, Clay, or Apollo.io and their HubSpot integrations - Experience with BI or reporting tools such as Looker, Databox, or Google Data Studio alongside HubSpot reporting - Background in B2B SaaS, technology, or professional services industries - HubSpot Solutions Architecture certification or Advanced CMS accreditation - Experience using project management tools such as Asana, ClickUp, or Notion in a client delivery context

Role Description This role sits at the intersection of CRM architecture and technical delivery, specifically focused on migrating clients from Salesforce and other enterprise CRMs into HubSpot. Partner agencies are winning more Salesforce-to-HubSpot migration deals than ever — driven by a significant cost gap between platforms — and the bottleneck is always the same: finding someone who actually knows how to execute the technical migration cleanly. You will own the end-to-end integration and migration delivery process, set the methodology, and serve as the senior technical resource other team members learn from. This is a senior, high-impact role inside a growing HubSpot partner practice. What You'll Do - Own the architecture and end-to-end delivery of CRM migration projects, primarily Salesforce-to-HubSpot, including data mapping, object schema translation, field normalization, and process re-engineering. - Design and configure native integrations between HubSpot and third-party systems including Salesforce, Microsoft Dynamics, NetSuite, ERP platforms, and custom-built tools. - Define and enforce data migration methodology — staging environments, validation logic, parallel-run periods, and go-live cutover protocols. - Map Salesforce objects, custom fields, workflows, and automation logic to HubSpot equivalents — identifying gaps and recommending scalable alternatives where direct translation is not possible. - Manage sync rules, field mapping, conflict resolution, and data deduplication across bidirectional integrations. - Conduct data hygiene assessments prior to migration — identifying duplicate records, incomplete data, and structural issues that would carry over into HubSpot. - Serve as the senior technical escalation point for integration issues across the delivery team. - Mentor junior consultants and CRM specialists on integration patterns, data modeling, and migration best practices. - Collaborate with project managers and client stakeholders to set realistic timelines, manage scope, and communicate technical risks in plain language. - Document integration architecture, data flows, and migration decisions to ensure long-term maintainability post go-live. Qualifications - 5+ years of hands-on HubSpot experience, with a specific focus on integrations and data migrations. - Proven track record delivering Salesforce-to-HubSpot migrations — must be able to speak to specific projects, timelines, and technical decisions made. - Deep understanding of Salesforce data architecture — objects, fields, relationships, workflows, and automation — and how they map to HubSpot equivalents. - Expert-level knowledge of HubSpot native integrations including sync logic, field mapping configuration, and conflict resolution behavior. - Strong data skills: experience with data staging, field normalization, deduplication, and validation processes prior to and during migration. - Comfortable with APIs and webhooks for custom integration scenarios where native connectors are insufficient. - Experience managing integration projects with multiple stakeholders, competing priorities, and tight delivery timelines. - Ability to translate highly technical integration decisions into clear, non-technical language for client leadership. - HubSpot certifications across CRM, Sales Hub, Operations Hub strongly preferred. Nice to Have - Experience with middleware and iPaaS tools such as Make, Workato, or Boomi for complex integration scenarios. - Familiarity with Marketo-to-HubSpot or Pardot-to-HubSpot migrations in addition to Salesforce CRM. - Exposure to ERP integration patterns — NetSuite, SAP, Microsoft Dynamics — and how they connect to HubSpot. - Experience in a team lead or mentorship capacity within a consulting or agency environment. - Background in enterprise B2B environments with complex data models, multiple business units, or regulated industries. - Familiarity with data tools such as Fivetran, Hightouch, or Twilio Segment for reverse ETL and data pipeline scenarios.

Role Description HubSpot partner agencies built their practices on Marketing Hub — but as their clients' needs have grown more complex, the gap between marketing execution and technical marketing operations has widened significantly. This role sits squarely in that gap. You are not a campaign coordinator and you are not a pure CRM architect — you are the person who understands both the marketing strategy side and the technical infrastructure that makes it run. You will work directly with B2B clients to design, configure, and optimize their HubSpot Marketing Hub environments, build the automation systems that power their demand generation programs, and ensure their marketing data flows cleanly into the CRM for sales to act on. This role is distinct from a CRM Strategist — the primary lens here is marketing operations, not revenue operations architecture. What You'll Do - Lead Marketing Hub implementations and optimizations for B2B clients — including email marketing infrastructure, lead nurturing sequences, landing pages, forms, CTAs, and campaign architecture - Design and configure marketing automation workflows including lead scoring models, lifecycle stage transitions, enrollment triggers, and behavioral segmentation logic - Build and maintain list segmentation strategies based on contact properties, behavioral data, and CRM activity — ensuring the right message reaches the right audience at the right time - Configure and optimize HubSpot's campaign tools including A/B testing, smart content, and personalization tokens to improve conversion performance - Establish and enforce marketing data governance — ensuring contact records are clean, consistently structured, and aligned to the CRM architecture used by sales - Set up closed-loop reporting between marketing and sales — including source attribution, campaign influence reporting, and funnel conversion dashboards - Advise clients on inbound marketing best practices — content strategy, SEO foundations, conversion rate optimization, and lead generation best practices within HubSpot - Manage and configure integrations between Marketing Hub and adjacent tools — advertising platforms, webinar tools, social media, CMS, and sales engagement platforms - Conduct marketing audits on existing HubSpot portals — identifying structural issues, automation gaps, data quality problems, and missed optimization opportunities - Train client marketing and demand generation teams on HubSpot Marketing Hub features, campaign best practices, and self-sufficiency after go-live Qualifications - 3–5+ years of hands-on HubSpot Marketing Hub experience, ideally in a client-facing agency or consulting environment - Deep functional knowledge of HubSpot Marketing Hub at the Professional or Enterprise tier — workflows, smart lists, lead scoring, campaign tools, email, landing pages, and forms - Strong understanding of B2B demand generation and inbound marketing principles — this role requires both strategic thinking and hands-on configuration ability - Experience building marketing automation systems that connect cleanly to CRM — understanding how marketing data flows into Sales Hub and what sales teams need from marketing records - Proficiency in list segmentation, contact lifecycle management, and behavioral targeting within HubSpot - Experience setting up multi-touch attribution and campaign reporting frameworks inside HubSpot - Ability to run client-facing strategy sessions, present recommendations to marketing leadership, and manage ongoing optimization engagements - Strong written and verbal communication skills — able to explain technical marketing concepts to non-technical stakeholders - HubSpot Marketing Hub and Inbound Marketing certifications required Nice to Have - Experience migrating marketing automation from Salesforce Marketing Cloud, Pardot, Marketo, or Eloqua into HubSpot Marketing Hub - Familiarity with HubSpot's AI marketing tools — Content Agent, Breeze Copilot for marketing, and AI-powered email personalization - Hands-on experience with paid advertising integrations — Google Ads, LinkedIn Ads, and Facebook Ads connected through HubSpot - Background in SEO, content marketing, or conversion rate optimization as a complement to marketing automation expertise - Experience with webinar platform integrations — GoToWebinar, Zoom, Demio — and how they sync with HubSpot contact records and campaign reporting - Familiarity with HubSpot Content Hub (formerly CMS Hub) and how it connects to Marketing Hub for personalized web experiences - Background in B2B SaaS, technology, or professional services marketing

Role Description This is the most senior technical role inside a HubSpot partner agency. As a Solutions Architect, you own the design — not just the execution. You are the person in the room during pre-sales and discovery who shapes how a client's entire HubSpot ecosystem will be built before a single workflow is created. You work across every Hub, every integration, and every business process, producing the architecture that the rest of the delivery team builds against. Partner agencies at the Elite and Diamond level are winning increasingly complex, enterprise-grade engagements and need someone who can stand in front of a CTO or VP of RevOps, earn their trust immediately, and design a solution that holds up at scale. This role is critically scarce across the HubSpot ecosystem and commands the highest compensation in the partner space. What You'll Do - Lead the architecture and solution design phase of complex HubSpot engagements — defining data models, integration patterns, Hub configurations, and system boundaries before implementation begins. - Facilitate client discovery sessions and workshops to understand current-state technology stacks, business processes, and revenue operations goals. - Produce solution architecture documentation including process maps, data flow diagrams, integration schematics, and technical Statements of Work that the delivery team executes against. - Serve as the technical pre-sales resource — joining prospect conversations to assess feasibility, scope complexity, and provide credible technical positioning. - Define and enforce architecture standards across the delivery team, ensuring solutions are scalable, maintainable, and aligned to HubSpot best practices. - Own the architectural design across all relevant HubSpot Hubs — Marketing Hub, Sales Hub, Service Hub, Operations Hub, and Content Hub — for each engagement. - Translate complex business requirements into clear, actionable technical blueprints that non-technical stakeholders can understand and sign off on. - Identify integration requirements and design patterns for connecting HubSpot to the client's broader tech stack — ERPs, data warehouses, marketing tools, and custom systems. - Serve as the senior escalation point for the delivery team on architectural decisions, technical blockers, and scope changes mid-engagement. - Contribute to practice development — documenting repeatable frameworks, methodology improvements, and architectural playbooks that improve delivery quality across the firm. Qualifications - 7+ years of hands-on HubSpot experience across multiple client environments — agency or consultancy background required; in-house only experience is not a fit for this role. - Demonstrated depth across the full HubSpot platform — must have real delivery experience in at least 3 of the 5 Hubs (Marketing, Sales, Service, Operations, Content). - Proven ability to design and document complex CRM architectures — custom objects, data schema, lifecycle frameworks, integration patterns, and automation logic — before implementation begins. - Experience leading client-facing discovery workshops and architecture reviews with senior technical and business stakeholders. - Strong understanding of RevOps principles: full-funnel pipeline design, lifecycle stage management, attribution modeling, and revenue reporting architecture. - Experience designing integrations between HubSpot and enterprise systems — must understand API logic, sync behavior, data modeling, and conflict resolution. - Proficiency with architecture diagramming tools such as Lucidchart, Miro, or equivalent — solution documentation is a core deliverable of this role. - Ability to operate independently across multiple concurrent engagements with minimal oversight. - HubSpot Solutions Architecture certification or equivalent depth strongly preferred. Nice to Have - Experience in a pre-sales or solutions engineering capacity — comfortable joining prospect calls and scoping engagements before a contract is signed. - Background in Salesforce architecture or implementation — specifically valuable for firms running Salesforce-to-HubSpot migration practices. - Familiarity with enterprise data infrastructure — data warehouses, reverse ETL tools such as Hightouch or Census, and CDP platforms. - Experience building or contributing to delivery methodology, playbooks, or architectural standards within a consulting firm. - Exposure to HubSpot's AI product suite — Breeze Copilot, Customer Agent, Prospecting Agent — and the implementation requirements they create. - Industry depth in SaaS, financial services, healthcare, or private equity portfolio company environments.