Technical Consultant (HubSpot)

  • Full-time

Company Description

Process Pro Consulting helps businesses run smarter. Our small, but mighty team is HubSpot-focused, tech-savvy, and process-oriented. We specialize in defining and implementing repeatable processes to make sure our customers are getting the most out of every tool.

We're looking for an individual who is passionate about solving problems, has a love for helping businesses grow smarter, and who values:

  • An always learning and growing mindset
  • Collaboration and team focus
  • Kindness
  • Resiliency
  • Motivation
  • Honesty

Job Description

Do you have an impressive track record setting up revenue/marketing operations for B2B SaaS customers? Are you obsessed with marketing automation and CRM platforms? Do you know the ins and outs of HubSpot like the back of your hand?

If that accurately describes you, this could be the perfect fit!

Process Pro Consulting is searching for a technically-minded Consultant who is excited about aligning sales, marketing, and customer success operations across end-to-end customer life cycles, enabling growth through operational efficiency, and keeping teams accountable to revenue by focusing on operations management, tooling, and analytics.

This savvy HubSpot expert will be working alongside other team members to strategize and problem solve. Our Consultants lead client projects ranging from implementation, integration, extensibility, and advisory on the HubSpot platform. This role is client-facing and requires strong technical, project management, and delegation skills to be successful.

This role requires a passion for developing, documenting, and optimizing processes; implementing and optimizing third-party software tools; a deep knowledge and passion for HubSpot (and other CRM/marketing automation software); establishing metrics and reporting for management teams, and enabling change management within our customers’ teams to ensure project success.


What to Expect in this Role:

  • Develop our customers’ HubSpot instances (with particular attention to Sales and Marketing Hubs)
  • Work to connect and drive Sales and Marketing alignment, with close collaboration with Revenue Operations and Sales Leadership 
  • Work with customers to define key marketing metrics and manage the process of building visually appealing and easy-to-understand reports and dashboards to determine overall marketing performance, improve campaign effectiveness, and drive business decisions with real-world data
  • Monitor and maintain data quality in HubSpot (or between HubSpot and Salesforce), working with customers to append data as needed to improve segmentation and targeting
  • Enhance and administer lead scoring and automation to ensure the right person gets the right interaction at the right time, and Sales/SDRs know how to use MQLs to drive ISMs/Pipe
  • Evaluate, select, deploy, and customize new technology to drive lead generation, qualification, and closed customers
  • Ensure processes are streamlined, designed, documented, understood, and followed in a way that minimizes bad or incomplete data
  • Manage marketing database, lead routing, lead enrichment, lead quality, attribution, scoring, and reporting
  • Create forecasts and build dashboards for Sales, Marketing, and Customer Success teams to easily understand the health of the business, and identify opportunities and create strategies to help them hit their goals
  • Partner closely with Marketing, Sales, and Customer Success leaders and their teams, providing insight and foresight to these customers
  • Establish high levels of quality, accuracy, and process consistency in planning, forecasting, and budgeting approaches
  • Leverage data and BI tools to develop leading indicator metrics and early warning systems to help ensure each business continually achieves revenue goals

Who You Are:

  • 4+ years of marketing/sales/business operations or revenue operations experience in a high-growth SaaS environment 
  • Proven ability to identify and lead growth-enabling initiatives for SMBs and/or Enterprise-level businesses and an understanding of the specific challenges they face
  • Expert-level HubSpot capabilities (Professional and Enterprise)
  • Hands-on experience helping to architect and deploy complex technical solutions to customers 
  • Strong knowledge of the sales pipeline and sales process, forecasting, and trends analysis
  • Direct experience executing multi-channel strategies, along with a strong grasp of the sales and marketing lifecycles
  • Ability to map out and organize the process for managing Leads between Marketing and Sales departments
  • Experience architecting and managing revenue systems from the ground up - CRM, Marketing Automation, reporting, dashboarding, and workflow skills
  • Strong attention to detail with experience in using data/ analytics to drive strategic decision-making
  • Good understanding of a B2B Software pipeline management, sales cycle, and customer journey with associated metrics

Your Skillset:

  • Passion and deep knowledge of HubSpot (Salesforce or other platform experience is a bonus!)
  • Quick learner, self-motivated, resourceful, and big-picture problem solver
  • Excellent written and verbal communication skills
  • Strong project and account management skills
  • Direct customer-facing experience as a project lead
  • Impeccable organizational skills and attention to detail
  • Excellent presentation skills
  • Ability to react calmly to curveballs, prioritize competing initiatives, make judgment calls, and pivot as needed under pressure in an evolving environment
  • Excellent time management skills with a proven ability to meet deadlines
  • Able to work autonomously, but also be collaborative with teammates
  • Agency experience is a plus
  • Ability to simultaneously manage multiple projects in a fast-paced environment, and properly delegate tasks/manage timelines and expectations appropriately
  • Align to our core values

Additional Information

Salary Range: $75,000 - $110,000 (DOE and technical skillset)

  • Health, vision + dental insurance 
  • 20 days of PTO (160 total hours, accrued)
  • 10 paid holidays
  • 2 company mental wellness days
  • Flex hours & fully remote team
  • Bonus quarterly program
  • Professional development program
  • Health and Wellness stipend
  • 401k matching (eligible after 6 months of employment)
  • Parental leave benefits
  • Short-term disability insurance benefits
  • Annual team on-site in a fun location! 
  • Office equipment provided to help you do your best work (laptop, headset, monitors, etc.)