Solutions Consultant

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

📋 Description

• Lead the technical discovery process with client stakeholders to define project requirements.

• Evaluate unfamiliar platforms through API documentation, focusing on exposed capabilities, rate limits, webhooks versus polling, and connector quality.

• Choose and articulate integration strategies, including native connectors, iPaaS solutions, custom builds, or phased combinations.

• Identify potential failure modes related to source of truth, conflict resolution, sync failure detection and reconciliation, and data quality.

• Develop systems diagrams, data maps, integration strategies, and phased implementation plans.

• Estimate effort using the company's estimation model while documenting assumptions and dependencies.

• Write or review the technical sections of Statements of Work.

• Present and justify estimates to client technical stakeholders, including CTOs and technical leads.

• Highlight opportunities that may require reshaping, phasing, or declining.

• Recognize genuine client expansion needs without inflating deal sizes.

• Assist in proof-of-concept builds and integration demonstrations.

• Validate API access and behavior in sandboxes prior to committing build hours.

• Review data relationships, automation triggers, and synchronization rules across various systems.

• Serve as a subject matter expert on integration frameworks, HubSpot APIs, and middleware architecture.

• Act as the technical point of contact on new and expansion opportunities from discovery through to signature.

• Transform verbal discussions into written scopes within agreed-upon turnaround times.

• Educate the Sales team on technical positioning and maintain integration reference materials.

• Transfer documented requirements, assumptions, and open questions once the signature is obtained.

• Remain engaged through kickoff as the custodian of the client's original context.

• Apply Solutions Architect design standards and escalate work above the sign-off threshold for architect review.

• Involve a Platform Architect when multi-Hub design impacts the deal.

• Provide feedback on estimate variance and broken assumptions back into the estimating model.

• Share integration patterns with the broader team.

⛳️ Requirements

• Proven ability to evaluate an unfamiliar platform's API and identify what can and cannot be integrated, along with associated costs.

• Proven capability to select between various integration strategies and justify the decisions based on cost, maintainability, and risk.

• Proven ability to foresee failure modes — including identity issues, conflict management, sync failures, and data quality concerns.

• Proven ability to translate integration assessments into actionable hours for a delivery team.

• 4+ years of professional experience in technology, revenue operations, or professional services.

• 3+ years of experience in scoping or delivering system integrations and data migrations in a consulting or agency context.

• Practical experience with REST APIs and webhooks, covering authentication patterns, pagination, and rate limiting.

• Experience with middleware and iPaaS platforms such as Workato, Celigo, Tray, Boomi, or Zapier.

• Knowledge of SQL and data warehousing.

• Strong data modeling skills, including object structures, field mapping, transformation logic, and integrity risks.

• Experience in planning data migrations, focusing on deduplication, historical data, and cutover approaches.

• Familiarity with HubSpot objects, associations, properties, and platform limitations.

• Experience leading technical discovery sessions with client stakeholders, including engineers and technical leads.

• Experience creating systems diagrams, data maps, and developer-ready technical documentation.

• Experience in scoping and estimating work for others to deliver against.

• Exceptional ability to translate technical constraints into business implications for non-technical stakeholders.

• Ability to juggle multiple opportunities and priorities in a fast-paced environment.

• Preferred: direct experience with NetSuite, Salesforce, Salesforce Marketing Cloud, Microsoft Dynamics or Great Plains, Zendesk, Keap, Creatio, Procore, Snowflake, industry-specific or point-of-sale platforms.

• Preferred: integration experience in other CRM ecosystems such as Salesforce, Dynamics, or NetSuite.

• Preferred: proficiency in JavaScript or Node.js and Python.

• Preferred: extensive HubSpot knowledge across multiple Hubs.

• Preferred: experience in regulated sectors such as healthcare or financial services.

• Preferred: background in software development.

• Preferred: experience with GraphQL or SOAP in addition to REST.

• Preferred: familiarity with Lucidchart, Visio, or Miro.

• Preferred: relevant certifications such as HubSpot Solutions Partner or Salesforce Architect, or a degree in a technical discipline.

🏝️ Benefits

• Fully remote work opportunity.

• Remote by design with no necessity for a corner office or campus cafeteria.