HubSpot Solutions Architect

As the HubSpot Solutions Architect, your role is to architect solutions with the HubSpot CRM at the forefront, including data migrations and systems integrations, considering clients' existing technology and business processes. Experience in CRM systems is beneficial but not mandatory. What matters most is your ability to design effective architectures, develop data strategies, leverage APIs, and create seamless system integrations addressing complex business challenges.

Key Responsibilities:

1) Understand Client Requirements | Client Satisfaction | Solution Architecture

• Drive technology success and process transformation in client companies.
• Host Discovery Sessions following a proven methodology and consult with clients to understand client needs and processes through research and workshops.
• Define, strategize, and implement data models and data flows to and from the HubSpot CRM to meet customer processes and automation needs.
• Ensure the right solutions are proposed for client needs, goals, business requirements, and processes across sales, marketing, and service tech stacks.
• Communicate proposed solutions internally to Developers and benefits of recommendations to clients.
• Produce requirements documentation, ERD documents, business processes (“as is” and “to be”), functional specifications, data transformation documents.
• Run workshops and training sessions.
• Perform UAT to ensure the brief has been correctly executed.

2) Project Planning | Monitor Pre-Sales

• Assist in project scoping for tech setup, implementation, optimization, and integration.
• Obtain requirements from executives, sales, and account managers.
• Define project deliverables and outcomes.
• Write comprehensive user stories and acceptance criteria.
• Conduct demos where needed.

3) Configuring Technology Solutions | Technology Integrations

• Lead complex technology configuration projects and mentor junior team members.
• Roll out proposed solutions within HubSpot.
• Setup and optimize HubSpot CRM and integrated systems for clients.
• Develop best practices in the space.
• Lead integration projects from a systems specialist point of view, working closely with developers and marketing/sales/service consultants.
• Uncover and define goals and objectives from all parties, conduct deep dives with clients, and define scenarios and test integrations.
• Develop integration best practices and create/adapt templates and processes for integration projects.
• Understand platforms that integrate with HubSpot out of the box (e.g., Gmail, Vidyard, Salesforce).

4) Perform Technology Audits

• Analyze and provide recommendations on how clients can follow technology best practices.
• Feed into the technology audit template and process, helping to define and improve it.
• Ensure junior team members understand how to use the template and identify opportunities.

5) Reporting and Analytics

• Help define how success is measured on each tech solution across marketing, sales, and service hubs.
• Ensure integrated reporting across tech solutions to enable closed-loop reporting.

6) Monitor Requirements of Technology Features and Connect Partners

• Stay updated and present back to the agency on technology features and Connect Partners.
• Communicate relevant changes internally and to clients.

7) Conduct Data Migration

• Review and analyze data structures, entities, and objects, and review relationships with an Entity Relationship Diagram.
• Interrogate sample data provided by clients and review data quality, providing a template for cleaning, deduplication, and migration.
• Define data mapping and logic, and input into the proposed ERD.
• Conduct Quality Assurance and UAT on data migrations.

8) Drive Team Certifications | Drive Technology Training

• Ensure high usage of technology tools across accounts.
• Train internal staff and clients on solutions.
• Ensure certifications in key technology partners.
• Onboard new staff into technology.
• Provide internal training on technology and mentor junior team members.