Maintain a strong understanding of each client’s business model, HubSpot maturity, and tech stack
Act as the technical voice of the client, ensuring delivery teams have the context needed to execute effectively
Identify opportunities to expand impact (RevOps gaps, automation opportunities, underutilized HubSpot capabilities)
Partner with Consultants and Customer Delivery Managers (CDMs) to support solution scoping and technical sales
Proactively identify and escalate technical risks, scope gaps, and misalignment with clear recommendations
Lead discovery sessions with executives and stakeholders to define goals, pain points, and success metrics
Develop Business Solution Designs (high-level architecture), including HubSpot configuration strategy and Integration architecture
Build and sequence Epic Plans (sprints, dependencies, delivery roadmap)
Lead solution design reviews and drive client alignment and sign-off
Conduct technical research (feasibility, integrations, proofs-of-concept) for complex requirements
Ensure seamless handoff to delivery teams with clear documentation and shared understanding
Design and document end-to-end business processes (lead lifecycle, pipeline management, quote-to-cash)

Led end-to-end HubSpot solution design, not just configuration or execution
Think in systems and architecture, connecting business processes to technical implementation
Comfortable leading conversations with senior stakeholders and driving alignment
Deep expertise in HubSpot CRM (Sales, Marketing, Service, Ops Hub)
Understand how data models, automation, and integrations work together at scale
Produce clear, detailed technical documentation (specific properties, workflows, system logic)
Manage multiple concurrent client engagements without losing quality or context
Translate complex technical concepts into clear, actionable guidance
Hold a high bar for quality and don’t let “good enough” ship when it shouldn’t

Senior HubSpot Solutions Architect, Client-Facing

Key skills