Master Consultant, HubSpot & CRM Solutions

Wipfli Advisory LLC•,

1d•$117,000 - $158,000•Remote

About The Position

At Wipfli, the Master Consultant will help growing organizations use CRM technology to transform their businesses. The role serves as a trusted advisor to executives and business leaders, helping clients reimagine sales, marketing, customer engagement, and operational processes through HubSpot and Creatio solutions. The consultant leads complex implementation and transformation initiatives from strategy through execution, combining technical expertise, business consulting, and client leadership to deliver measurable results. The role also mentors team members, influences solution strategy, supports business development, and helps advance Wipfli’s CRM consulting practice.

Requirements

Bachelor of Science degree in Business, Technology, or Computer Science, or an equivalent combination of education and experience.
7+ years of relevant professional services experience, or 10+ years of related industry experience with at least 1+ years in professional services.
Advanced experience leading complex, end-to-end CRM implementations, including discovery, solution architecture, configuration, integrations, data migration, testing, training, and deployment.
Advanced hands-on HubSpot experience, including hubs, objects, properties, workflows, pipelines, permissions, reporting, automation, and integrations.
Demonstrated ability to advise executive stakeholders, lead client workshops, make complex solution decisions, and oversee engagement quality and performance.
Experience coaching and mentoring consulting or technical professionals.
At least one advanced certification aligned with the primary product or solution area.

Nice To Haves

Advanced Creatio implementation and configuration experience.
Experience integrating CRM platforms with ERP, marketing automation, analytics, financial, or other enterprise systems.
Experience supporting presales, proposals, estimates, and statements of work.
Multiple advanced certifications in CRM, integration, data, automation, or related technologies.

Responsibilities

Lead complex HubSpot and Creatio implementations from discovery and solution design through deployment, adoption, and optimization.
Partner with client leaders to assess business processes, define requirements, and recommend solutions aligned with organizational goals.
Architect scalable CRM solutions across sales, marketing, customer service, reporting, automation, data, and integrations.
Lead solution design sessions and review configuration, integrations, data migration, testing, and deployment activities for quality and alignment.
Identify process and technology gaps, resolve complex delivery challenges, and communicate recommendations to executive stakeholders.
Partner with project managers to manage scope, financial performance, timelines, risks, resources, and change control.
Mentor consultants and technical team members through design guidance, delivery coaching, and quality reviews.
Create reusable tools, processes, and implementation standards to improve delivery consistency and client outcomes.
Support business development through discovery, demonstrations, solution scoping, estimates, proposals, and statements of work.
Help expand client relationships and develop new HubSpot and Creatio solutions and service offerings.

Benefits

Eight health plan options, including HMO and PPO plans.
Dental and vision coverage.
Opportunity to enroll in an HSA with potential Firm contribution.
Employee Assistance Program.
Firm-sponsored basic life insurance and short- and long-term disability coverage.
401(k) savings plan and profit sharing, with Firm matching contribution.
Well-being incentive.
Education and certification assistance.
Flexible time off.
Family care leave and parental leave.
Family formation benefits.
Cell phone reimbursement.
Travel rewards.
Voluntary critical illness and accident insurance, hospital indemnity insurance, legal coverage, long-term care insurance, pet insurance, ID theft protection, and supplemental life/AD&D coverage.
Potential eligibility for an annual discretionary bonus.