This is a contract position for someone with a long-term mindset, who can become a stable part of our team. There is potential to scale up to full-time based on performance and company growth.

Description

Location: remote, must be working primarily from a location in **PST time zone**

We are seeking a CRM Consultant to join our team as a long-term contractor. The ideal candidate will have experience working within the HubSpot ecosystem - either as a consultant, or with a partner agency. This role requires proven success managing B2B CRM implementations, data migrations and integrations, and supporting cross-functional teams.

This is a contract position for someone with a long-term mindset, who can become a stable part of our team. There is potential to scale up to full-time based on performance and company growth. 

Role & Responsibilities:

The CRM Consultant will collaborate closely with the Founder to manage client relationships and surface opportunities for expansion. They’ll meet regularly with clients to provide status updates, and to help them get the most out of HubSpot. Ahead of each meeting, the consultant will review open tasks (ClickUp) to prepare status updates, and keep a pulse on projects in progress to ensure we are moving the needle on desired outcomes.

Upon developing a nuanced understanding of each client’s business within the first 3 - 4 months, they’ll become a trusted advisor - recommending solutions and creating action plans for our team to deliver against. They’ll plan flawless end-to-end lifecyle tracking (lifecycle stages, lead stages, deal stages, scoring models). They also wil follow through by confidently collaborating with clients to align people and processes behind cross-functional CRM strategies. 

Driven by curiosity, the CRM Consultant should proactively analyze data in HubSpot - looking out for opportunities to celebrate CRM program success, as well as opportunities for improvement. They’ll simplify complex information into to clear, actionable insights, and share reports to facilitate proactive planning. They’ll rely on whiteboarding tools like Miro to visualize business processes and data flows, providing clear information about how everything works.

The ideal candidate will be a pro at balancing the importance of immediate impact, with the responsibility to look out for long-term success. They’ll possess a complete understanding of downstream impacts, and a strong sense of accountability over project outcomes. They’ll serve as a champion for clients’ best interests by ensuring CRM data is clean, structured, and scalable, enabling accurate reporting and effective decision-making.

Skills and Experience:

• Extensive CRM implemenation experience: includes data migrations, systems integrations, end-to-end lifecycle tracking, and supporting cross-functional teams.
• Value-driven: You’re mindful to provide value in every interaction. Using empathy and critical thinking, you’ll find the opportunity to help in every circumstance.
• Data-centric: You have a proven track record of estsablishing reliable, accurate data, and using it to drive meaningful business impacts.
• Keen understanding of of the “why”: With the mindset of an advisor, not an order taker, you’ll read between the lines to understand the desired business impacts of work requests and ensure they are aligned.
• B2B Industry Experience: Familiarity with CRM best practices for a variety of industries, including B2B SaaS, Professional Services, and Events.
• Emerging Technologies: Track record of learning about emerging technologies, and assimilating new tools to improve existing workflows.
• Ownership Mentality: You take full responsibility for your work, embracing both successes and mistakes without deflecting or blaming others. You proactively seek solutions, and ask for support when necessary - ensuring the best outcomes for clients and the team. 
• Calm and Strateic Under Pressure: You shine in high-stakes moments, maintaining focus and steadiness while navigating complex challenges. You’re trusted to guide critical projects to success, balancing immediate demands with long-term goals.

Success Metrics:

Success in this role will be measured by high client satisfaction and retention. Secondary metrics are internal impacts - setting the team up for success with clear communication, collaboration, and guidance. As a senior team member, you’ll be expected to positively influence team dynamics, and responsible for the overall business impacts of your work.