Role Overview:

The HubSpot Strategist plays a pivotal role in aligning client business objectives with the capabilities of the HubSpot ecosystem to drive efficiency, scalability, and revenue growth. This role blends strategic consulting, RevOps expertise, technical configuration, and project leadership. You will lead discovery sessions, design multi-hub HubSpot architectures, and guide clients through transformation initiatives that accelerate their go‑to‑market (GTM) success.

You will act as the primary strategic advisor for clients, owning relationships, defining roadmaps, and ensuring that HubSpot solutions deliver measurable business impact.

Key Responsibilities:

1. Strategic Leadership & Client Advisory

Define and own the strategic direction for HubSpot transformation projects.
Translate client business goals into scalable multi-hub HubSpot solutions.
Lead discovery, audits, workshops, and stakeholder interviews.
Develop end‑to‑end GTM strategies covering the entire customer lifecycle.
Facilitate strategic planning sessions with teams from end users to the C‑suite.

2. Client Success & Relationship Management

Serve as the primary advisor and trusted partner for all strategic initiatives.
Build long-term client relationships that focus on growth and profitability.
Lead client onboarding, enablement sessions, communication cadences, and trainings.
Provide clear documentation including briefs, flowcharts, and architectural diagrams.
Identify opportunities for optimization and account expansion.

3. KPI-Driven Planning & Project Management

Develop strategic implementation plans covering CRM architecture, process optimization, automation, data governance, and reporting frameworks.
Manage full project life cycles including roadmaps, timelines, sprint plans, and resource forecasting.
Monitor project performance, proactively communicating progress and risks.
Conduct quarterly business reviews and ongoing health checks.

4. Quality Control & Delivery Excellence

Review and approve work before delivery for accuracy, quality, and strategic alignment.
Mentor delivery teams and maintain best practices across client engagements.
Contribute to internal playbooks, templates, and frameworks.

5. Platform Configuration & Technical Execution

Provide backup technical execution support when required.
Architect and configure Marketing, Sales, Service, Operations, and CMS Hubs.
Build workflows, automation rules, properties, data models, and integrations.
Develop dashboards and reporting frameworks tied to revenue and pipeline KPIs.
Maintain technical system health, data quality, and proper portal usage.

6. Business Development & Account Growth

Support scoping of new projects and estimation of required effort.
Develop annual plans and proactive service recommendations.
Identify opportunities to increase client engagement and expand revenue.

Skills & Competencies:

Communication & Relationship Building

Excellent written and verbal communication.
Ability to simplify complex technical concepts.
Skilled in engaging with senior leadership and presenting strategic insights.

Problem-Solving & Analysis

Strong analytical mindset with data-driven decision making.
Deep understanding of revenue operations, customer journeys, pipelines, and lifecycle metrics.
Ability to assess portal health and create data governance models.

Execution & Accountability

Highly organized with strong time‑management skills.
Dependable, detail-oriented, and committed to delivering 5‑star client experiences.
Strong ownership mindset and adherence to KPIs.

Adaptability & Growth Mindset

Comfortable working with emerging technologies, including AI tools.
Commitment to continuous learning and skills development.

Required Experience & Qualifications

Experience in a similar role within a HubSpot Solutions Partner agency.
Proven success managing multiple concurrent client engagements.
End-to-end ownership of RevOps/GTM transformations from discovery to execution.
Advanced proficiency across all HubSpot Hubs.
Experience designing CRM architecture, automation, integrations, and reporting.
Knowledge of data governance, quality frameworks, and API concepts.
Ability to work effectively in a fully remote environment.

Required Technical Skills

HubSpot (Advanced–Expert) across all Hubs.
ClickUp (Intermediate)
Miro or Lucidchart (Advanced–Expert)
Gmail, Google Workspace (Intermediate)
Databox, Google Analytics (Basic–Intermediate)
Familiarity with integration tools and APIs.

Key Performance Indicators (KPIs)

Strategic Leadership: Client growth & profitability; high renewal rates.
Client Success: NPS score of 50–70+.
Project Delivery: 95%+ projects delivered on time.
Quality Assurance: 97%+ deliverables error-free.
Platform Expertise: 100% of core certifications maintained.
Account Growth: Successful identification and conversion of growth opportunities.

Career Path

Year 1: Mastery in multi‑hub implementations; 3+ successful client deployments.
Year 3: Senior HubSpot Strategist—mentor junior strategists, create training content.
Year 5: Director of Revenue Operations—oversee all HubSpot portfolios.

Compensation & Benefits

Salary based on HubSpot mastery and portfolio complexity.
Annual and semi-annual performance reviews.
Professional development & HubSpot training opportunities.

About Us:

We are a HubSpot Platinum Solutions Partner with 23+ years of expertise helping B2B organizations scale their revenue engines. Our team thrives in a strategic, high-performance, remote-first culture that rewards curiosity, accountability, insight, and drive.

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