Client Engagement Consultant – CRM (Salesforce OR HubSpot exp. req.)

#twiceasnice Recruiting•Boston, MA

5d•Remote

About The Position

Our client in the B2B consulting space is looking for a Client Engagement Consultant – CRM to add to their remote team in the United States. In this role, you will manage a portfolio of B2B clients, lead discovery conversations, uncover business needs, and identify ways clients can get more value from their Salesforce and/or HubSpot CRM. You will clarify unclear requests, ask thoughtful follow-up questions, and translate client goals into clear next steps for internal technical teams. Our client is looking for someone with strong B2B client-facing CRM or account management experience, business acumen, and experience gathering requirements or managing client-driven projects. Hands-on Salesforce and/or HubSpot CRM experience is required, but consultative communication and business understanding outweigh technical depth. This is a great opportunity to own client relationships, identify growth opportunities within existing accounts, and make a direct impact in a small, collaborative consulting environment.

Requirements

3+ years of Salesforce (Sales Cloud) OR HubSpot (Marketing/Sales Hub) experience required
2+ years of B2B client-facing experience required
Experience managing multiple client relationships/accounts simultaneously required
Experience gathering requirements and translating needs into solutions required
Comfortable asking questions to uncover needs and identify new project opportunities required
Strong communication, organization, and problem-solving skills required

Responsibilities

Manage client relationships for assigned B2B accounts as the primary point of contact
Lead recurring calls, discovery conversations, and project discussions within existing accounts
Uncover client goals, pain points, process gaps, and new growth opportunities
Translate business needs into CRM recommendations and project plans
Partner with internal CRM and technical teams to execute client solutions
Support Salesforce and/or HubSpot reporting, dashboards, and workflows
Support user setup, fields/properties, process improvements, and adoption
Create project timelines, documentation, process guides, and training materials
Lead client training sessions and support CRM adoption efforts
Monitor client CRM usage and recommend improvements to drive efficiency and growth
Manage client priorities, deadlines, scope, and internal team capacity
Stay current on CRM platform updates that may benefit clients