HubSpot CRM Strategist / RevOps Strategist

CRM Force•Boston, MA

1d•Remote

About The Position

This is the core delivery role inside a HubSpot partner agency. You will be the primary technical lead responsible for architecting and implementing HubSpot solutions across the full customer lifecycle — spanning Marketing Hub, Sales Hub, Service Hub, and Operations Hub. You will work directly with client stakeholders, translate complex business requirements into scalable CRM systems, and own the quality of what gets built. This is not an admin or end-user role — it requires deep hands-on HubSpot expertise combined with the ability to think strategically about revenue operations, data architecture, and systems design.

Requirements

4–6+ years of hands-on HubSpot experience, ideally at the Professional or Enterprise tier
Demonstrated depth across a minimum of 2 HubSpot Hubs — Marketing Hub, Sales Hub, Service Hub, or Operations Hub
Proven experience in a client-facing consulting or agency environment — managing external clients, not just internal HubSpot administration
Strong RevOps foundation: lead-to-cash process design, pipeline architecture, funnel reporting, and marketing-sales alignment
Experience configuring and managing native integrations between HubSpot and external platforms; must understand sync logic, field mapping, and data conflict resolution
Solid understanding of CRM data modeling: custom objects, calculated properties, associations, and data schema design
Ability to run client-facing discovery sessions, write technical documentation, and deliver training to non-technical stakeholders
Comfortable managing multiple client projects simultaneously in a fast-paced agency environment

Nice To Haves

Experience specifically with Salesforce-to-HubSpot CRM migrations
Hands-on experience with Operations Hub custom-coded actions or programmable automation
Familiarity with data enrichment tools such as ZoomInfo, Clay, or Apollo.io and their HubSpot integrations
Experience with BI or reporting tools such as Looker, Databox, or Google Data Studio alongside HubSpot reporting
Background in B2B SaaS, technology, or professional services industries
HubSpot Solutions Architecture certification or Advanced CMS accreditation
Experience using project management tools such as Asana, ClickUp, or Notion in a client delivery context

Responsibilities

Lead end-to-end HubSpot CRM implementations and re-architecture projects for B2B clients across multiple industries
Design scalable data models, custom objects, property schemas, and lifecycle stage frameworks aligned to client revenue operations strategy
Build advanced automation including complex workflows, lead scoring models, pipeline management logic, and lifecycle routing
Own native integration strategy and configuration between HubSpot and third-party systems including Salesforce, Microsoft Dynamics, NetSuite, ZoomInfo, and others — including sync rules, field mapping, and conflict resolution
Conduct technical discovery sessions to map current-state vs. future-state processes and identify revenue funnel bottlenecks
Build RevOps reporting dashboards and attribution frameworks that demonstrate measurable business impact to client leadership
Implement and enforce data governance standards including deduplication logic, hygiene frameworks, and CRM single-source-of-truth principles
Serve as a trusted strategic advisor to senior client stakeholders — translating technical concepts into clear business outcomes
Manage project scope, sprint cadence, and delivery timelines across multiple concurrent client engagements
QA your own deliverables and collaborate with other team members to ensure solution quality