Senior CRM Consultant - HubSpot & Creatio

Wipfli Advisory LLC•,

1d•$88,000 - $118,000•Remote

About The Position

Wipfli is seeking a Senior CRM Consultant with deep HubSpot expertise to help organizations improve how they attract, engage, and serve customers. The consultant partners directly with clients to understand business goals, design scalable CRM solutions, and lead implementations across HubSpot and Creatio environments. The role guides clients through the CRM lifecycle, from discovery and solution design through configuration, testing, training, and go-live. It includes serving as a trusted advisor, collaborating with cross-functional teams, driving adoption, solving business challenges, and helping clients realize value from technology investments and achieve measurable business outcomes.

Requirements

Bachelor’s degree or an equivalent combination of education and experience.
At least 5 years of experience in a professional services firm, or at least 5 years of private-industry experience focused on the appropriate technical area, including at least 1 year in professional services.
At least 5 years of hands-on experience implementing and configuring HubSpot solutions for clients or internal business teams.
At least 5 years of experience leading or supporting CRM implementation activities, such as discovery, requirements gathering, solution design, configuration, data migration, testing, training, and go-live support.
Experience supporting end-to-end HubSpot and/or Creatio implementations, including discovery, solution design, configuration, data migration, testing, deployment, training, and post-launch support.
Experience configuring HubSpot hubs, objects, properties, workflows, pipelines, permissions, reporting, and integrations to support client business processes.
Work toward obtaining additional appropriate advanced certifications.

Responsibilities

Propose solutions or alternatives linked to client business needs, and proactively notify the team leader about project timeline pressures while suggesting solutions.
Develop solutions based on client requirements and in-depth knowledge of standard applications.
Collect and analyze relevant data, conduct client interviews, prepare workpapers and reports, and serve as a lead subject matter expert.
Communicate with clients about functional deliverables, work-plan status, and issues on client and internal projects to the Project Manager.
Organize, establish, and monitor project work plans to ensure projects are completed on time and within budget.
Monitor out-of-scope requests and ensure appropriate change management is communicated.
Train, mentor, or serve as a performance coach to Consultant I and Consultant II staff; delegate and leverage work to support staff development.
Participate with opportunity leaders or regional teams in business development activities as a subject matter expert.
Lead and participate in research and development and foundational efforts to support team learning and development and deliver innovative solutions to the market.