Tech Consultant (Source-to-Pay)
June 30, 2026Enterprise Data Architect
July 2, 2026
Experience: 7+ Years
Budget: 1L-1.5L
JD:
Job Summary
We are seeking an experienced and passionate HubSpot CRM Implementation Specialist to join our expanding team. In this pivotal role, you will be responsible for guiding clients through the entire lifecycle of HubSpot onboarding and optimization. Acting as a trusted expert, you will configure HubSpot tools, execute data migrations, conduct comprehensive training sessions, and ensure our clients achieve tangible business value from their CRM and marketing automation investments. If you possess a strong desire to empower organizations to unlock the full potential of their HubSpot platform, we encourage you to apply.
Key Responsibilities
1. CRM Implementation & Configuration
•Set up and meticulously configure HubSpot (Marketing, Sales, and Service Hubs) to precisely align with client-specific needs and business objectives.
•Seamlessly integrate HubSpot with various third-party tools and existing systems to optimize and streamline business processes.
•Perform accurate data migrations and establish automated workflows designed to significantly enhance operational efficiency.
2. Client Discovery & Strategy
•Lead engaging virtual discovery sessions to thoroughly understand client goals, identify challenges, and analyze current operational processes.
•Develop and map out optimal solutions, providing expert recommendations and best practices to maximize HubSpot’s extensive capabilities.
•Collaborate closely with clients to strategically design and implement effective sales, marketing, and service workflows.
3. Training & Enablement
•Host regular, interactive training sessions via Google Meet, empowering clients with practical, hands-on HubSpot knowledge and proficiency.
•Develop and provide comprehensive documentation, user-friendly how-to guides, and continuous support resources for all end-users.
•Offer valuable insights, tips, and best practices for sales enablement, inbound marketing principles, and customer success strategies.
4. Project Management & Client Success
•Manage a portfolio of 10–12 concurrent client implementations, meticulously overseeing timelines, key milestones, and critical deliverables.
•Ensure projects remain on track by effectively coordinating timelines, deliverables, and achieving established milestones.
•Cultivate and maintain strong relationships with clients to foster high product adoption and ensure sustained satisfaction post-onboarding.
5. Ongoing Optimization & Growth
•Analyze client data and CRM usage patterns to proactively identify areas for continuous improvement and enhancement.
•Propose and implement advanced strategies, including lead nurturing, pipeline optimization, and robust customer feedback loops.
•Share valuable insights and feedback with the internal team to continually refine and scale our client onboarding and optimization processes.
Qualifications
Required Experience & Skills
•7-8 years of hands-on experience with HubSpot or comparable CRM platforms (specifically Marketing, Sales, and Service modules).
•Demonstrated strong track record of successful CRM implementations, encompassing data migrations, system integrations, and automation setup.
•Proven project management skills, with the ability to effectively balance multiple concurrent implementations while maintaining strong client engagement and clear communication.
•Exceptional communication and presentation abilities, with comfort and expertise in leading virtual training sessions and client strategy discussions.
•Solid familiarity with marketing automation, core inbound marketing principles, and sales process optimization.
•A diligent and highly organized approach to managing project timelines, tasks, and client expectations.
Preferred/Bonus Qualifications
•Possession of HubSpot Certifications (e.g., Service Hub Software, Sales Software, Marketing Software).
•Previous experience working in an agency or consulting environment.
•Bilingual proficiency (French/English) is considered a strong asset.
•Strong data management and analytical skills.
•Experience with additional CRM platforms (e.g., Salesforce, Pipedrive) or marketing tools (e.g., Marketo, ActiveCampaign).