Process Pro Consulting
Financial Services
HubSpotSolutionsArchitect(Senior,Client-Facing)
Neural analysis suggests this role is
optimal for mid candidates.
“HubSpot Solutions Architect (Senior, Client-Facing) at Process Pro Consulting. Skills: HubSpot Solutions, CRM Architecture, Client Engagements, RevOps Strategy. Own full lifecycle from discovery. Lead complex discovery processes”
Industry & Context.
Identify opportunities; Escalate technical risks; Pressure-test solutions; Troubleshooting
What They're Looking For.
Must Have
Lead end-to-end HubSpot solution design, Connect business problems to scalable HubSpot architecture, Deep expertise in HubSpot CRM, Understand data models, automation, integrations, Produce clear, detailed technical documentation, Manage multiple concurrent client engagements, Translate complex technical concepts, Hold a high bar for quality, HubSpot CRM architecture, implementation, optimization, Workflow automation, data modeling, reporting, Integrations using Zapier, Workato, Syncari, Experience with ERP/financial systems, Designing processes like lead lifecycle, pipeline management, quote-to-cash, Agile project delivery (sprints, epics), HubSpot certifications across one or more Hubs
Nice to Have
Experience with Salesforce, Dynamics 365, Multi-CRM environments, HubSpot Salesforce integration experience, Exposure to data warehouses / BI tools, Familiarity with JavaScript or HubL
What You'll Do.
Own full lifecycle from discovery
Lead complex discovery processes
Design scalable HubSpot solutions
Ensure alignment business requirements
Partner with Consultants and CDMs
Support solution scoping
Support technical sales
Identify and escalate technical risks
Lead discovery sessions with executives
Develop Business Solution Designs
Develop HubSpot configuration strategy
Develop integration architecture
Develop system dependencies
Build and sequence Epic Plans
Lead solution design reviews
Drive client alignment and sign-off
Conduct technical research
Ensure seamless handoff to delivery teams
Stay engaged through build and stabilization
Design and document end-to-end business processes
Translate processes into HubSpot architecture
Document decision logic
Document system interactions
Build complex components
Build sensitive components
Pressure-test solutions against operations
Validate final builds match design intent
Own resolution when builds don't match
How You'll Work.
Team & Collaboration
Partnering with Consultants; Partnering with automation engineers; Partnering with developers; Delivery teams; Customer Delivery Managers
Communication Scope
Client-facing; Technical sales; Client alignment; Client sign-off; Clear guidance
Process & Methodology
Agile delivery, Sprints, Epics, Delivery roadmap
Full Job Description
Process Pro Consulting is a Diamond HubSpot Partner Agency specializing in: * HubSpot CRM Implementation * CRM Optimization & Automation * Revenue Operations (RevOps) Strategy * Tech Stack + Data Integration support We support B2B SaaS, professional services, manufacturing, and financial services companies in building scalable, high-performing revenue systems. The Role The Solutions Architect (SA) is the technical and strategic lead across client engagements, owning the full lifecycle from discovery through solution design, planning, and delivery oversight. This is a senior individual contributor role with significant client-facing responsibility. You will lead complex discovery processes, design scalable HubSpot solutions, and ensure alignment between business requirements, CRM architecture, and delivery execution. You’ll work across multiple engagements simultaneously, partnering with Consultants, automation engineers, and developers in an agile delivery environment (sprints, epics)—setting the standard for solution quality, technical design, and system integrity. When needed, you’ll go hands-on to ensure the build reflects the intended design. ## Qualifications What You’ll Do Account Level: Technical Ownership & Strategic Support * 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 Initiative Level: End-to-End Solution Design * Lead discovery sessions with executives and stakeholders to define goals, pain points, and success metrics * Develop Business Solution Designs (h
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