• Design and build HubSpot workflow automations across Sales Hub and Marketing Hub • Integrate HubSpot with Xero, Vbout, Hubexo (formerly BCI Central), and other platforms via API • Data cleanup and CRM hygiene — dedupe, enrich legacy ACT! data, fix orphaned records • Translate manual spreadsheet-based processes into scalable, automated workflows • Build sales pipeline reporting and dashboards • Manage meetings, task-setting, and service workflows within HubSpot Service Hub • Embed AI tools (including Claude/Anthropic) into workflows where they add value • Train and support the internal team; serve as the internal HubSpot authority

• Partner with Sales and Client Success teams to lead discovery and confirmation sessions with prospective customers, identifying core needs, existing processes, and critical success criteria • Map complex workflows and design tailored data solutions that align perfectly with the prospect's technical requirements and overarching business objectives • Design and execute testing and evaluation plans for Infutor Data solutions in close collaboration with prospective customers and internal sales teams • Conduct robust data analyses, translating complex analytical results into compelling, easy-to-understand presentations and ROI stories for prospective customers • Deliver high-impact presentations and data evaluations (both virtually and in-person) to executive-level stakeholders at large corporations • Serve as the primary technical subject matter expert for Infutor Data solutions, providing guidance and credibility to both internal teams and external prospects • Develop implementation plans that detail project scope, success criteria, onboarding milestones, and deliverables • Facilitate seamless hand-offs to post-sale teams, partnering closely with Implementation Engineers to ensure the proposed solution is delivered as designed • Gather and synthesize market feedback from prospect interactions to proactively inform cross-functional efforts across Product, Marketing, and Customer Success • Identify and champion opportunities for process efficiency, innovation, and cross-functional growth within the business • Mentor peers and actively contribute to the continuous development, culture, and success of the Solutions Consulting team • Perform other duties as requested to support the dynamic needs of the business

• Lead the technical arm of our commercial organization • Own the pre-sales security and compliance reviews and integration conversation • Work with IT stakeholders for technical discovery • Scope integrations and migrations • Own RFP and security questionnaire responses • Design and own the pre-to-post-sales handoff • Build enablement content and standards • Define structure and hiring plan for the Solution Engineering function • Collaborate with internal teams for coordinated delivery

• Work directly with solid waste management clients to understand their service operations and technical needs • Design and configure Routeware’s platform solutions, including route optimization, GPS tracking, data analytics, and reporting systems • Demonstrate product features and benefits through technical presentations and live deployments • Provide technical guidance and support during pre-sales consultations, onboarding, and ongoing system operations • Customize integrations with existing client systems, including ERP, billing, and fleet management software • Collaborate with Routeware’s product team to communicate client feedback and help shape future product enhancements • Develop training materials, user guides, and documentation to ensure successful client adoption • Stay informed about industry trends, regulatory requirements, and emerging innovations in solid waste management technology