Senior HubSpot Solutions Architect

This is a fully remote position, open to applicants in Texas.

📋 Description

• Take ownership of the entire client engagement lifecycle, from initial discovery to solution design, planning, and delivery management.

• Maintain a comprehensive understanding of each client’s business model, HubSpot maturity, and technology stack.

• Serve as the technical representative for the client, providing the delivery teams with essential context.

• Identify gaps in RevOps, opportunities for automation, and underutilized HubSpot functionalities.

• Collaborate with Consultants and Customer Delivery Managers to assist in solution scoping and technical sales.

• Recognize and escalate technical risks, scope discrepancies, and misalignments with recommendations.

• Facilitate discovery sessions with executives and stakeholders to establish goals, pain points, and success metrics.

• Create Business Solution Designs that encompass HubSpot configuration, integration architecture, process gaps, and dependencies.

• Develop and organize Epic Plans, including sprints, dependencies, and delivery roadmaps.

• Lead solution design reviews, ensuring client alignment and obtaining necessary approvals.

• Conduct technical research, feasibility assessments, integration investigations, and proofs-of-concept.

• Ensure a smooth transition to delivery teams through precise documentation and shared comprehension.

• Remain engaged during the build and stabilization phases to guarantee that solutions are implemented as intended.

• Design and document comprehensive business processes, such as lead lifecycle, pipeline management, and quote-to-cash.

• Convert processes into HubSpot architecture, including pipelines, objects, properties, associations, workflows, logic, integrations, and data flows.

• Document decision-making logic, edge cases, and system interactions thoroughly.

• Construct complex or sensitive components when necessary, such as custom-coded actions, advanced workflows, and integrations.

• Test solutions against real-world operations and validate final builds against the intended design.

• Take responsibility for resolving issues when final builds do not align with design intent.

⛳️ Requirements

• Experience leading end-to-end HubSpot solution design, rather than just configuration or execution.

• Proficient in systems and architecture thinking, linking business processes to technical implementations.

• Comfortable facilitating discussions with senior stakeholders and fostering alignment.

• Extensive expertise in HubSpot CRM (Sales, Marketing, Service, Ops Hub).

• Understanding of how data models, automation, and integrations collaborate at scale.

• Capability to produce clear and detailed technical documentation, covering properties, workflows, and system logic.

• Ability to manage multiple concurrent client engagements without compromising quality or context.

• Skilled at translating complex technical concepts into clear, actionable guidance.

• Experience in HubSpot CRM architecture, implementation, and optimization.

• Background in workflow automation, data modeling, and reporting.

• Integration experience with tools like Zapier, Workato, and Syncari.

• Familiarity with ERP/financial systems such as NetSuite, QuickBooks, and Sage Intacct.

• Experience in designing lead lifecycle, pipeline management, and quote-to-cash processes.

• Agile project delivery experience involving sprints, epics, Asana, or Jira.

• HubSpot certification across one or more Hubs.

🏝️ Benefits

• Quarterly bonus program.

• Customer expansion bonus program.

• Net new customer sales bonus program.

• Fully remote work with flexible hours.

• 20 days of PTO plus 13 standard US holidays.

• 2 company mental wellness days.

• Health, dental, and vision insurance.

• Health & wellness stipend.

• 401(k) with matching contributions (eligible after 6 months).

• Parental leave and short-term disability benefits.

• Home office equipment provided.

• Professional development budget.