Lead Technical Consultant - HubSpot - Remote

Overview

Responsibilities

• Lead HubSpot CRM implementations across marketing, sales, and service
• Review existing systems and define CRM architecture approaches
• Design and manage data structures and system integrations
• Plan and oversee data migrations
• Advise clients on HubSpot configuration and automation
• Work alongside delivery and technical teams
• Support junior consultants where required

Experience Required

• 3+ years' hands‑on HubSpot implementation experience
• Experience with data migration and integrations
• Understanding of CRM data architecture
• Ability to manage multiple client projects
• Confident client‑facing communication

Desirable

• HubSpot certifications
• Experience using APIs or integration tools
• Exposure to data modelling or reporting
• Experience delivering training or workshops

What's Offered

• Ownership of HubSpot implementation projects
• Flexible remote or hybrid working
• Progression within a specialist CRM consultancy

Salesforce Solution Architect

• Engage directly with business stakeholders to understand requirements and operational needs.
• Translate stakeholder input into clear solution designs, data models, and platform workflows.
• Take hands-on ownership of Salesforce development, administration, customisation, and integrations.
• Design and deliver scalable solutions that balance immediate business needs with long-term platform health.
• Own solutions end-to-end, from requirement gathering through design, build, and rollout.
• Ensure solutions follow best practices around governance, security, and data quality.
• Collaborate with cross-functional teams to deliver practical, production-ready outcomes.

• Strong hands-on experience with Salesforce, including configuration, custom development, and integrations.
• Proven ability to gather requirements and translate them into delivered solutions.
• Background in consulting or delivery-focused roles (Senior Consultant / Manager level preferred).
• Ability to design and implement solutions independently.
• Solid understanding of platform governance, security, and data modelling.
• Excellent communication skills to simplify complex topics for different audiences.
• Salesforce certifications are highly advantageous.

Salesforce Administrator

Role Overview

Key Responsibilities

User & Security Management

• Administer user accounts, permissions, roles, access settings, SSO, and licensing.
• Apply industry‑aligned security principles, including least‑privilege access and structured governance.

Configuration & Automation

• Build and maintain declarative solutions using Flow, validation rules, approval processes, layouts, Lightning configuration, and foundational Experience Cloud setup.
• Favor low‑code and no‑code solutions to support scalable system design.

Data Quality & Maintenance

• Ensure high‑quality, accurate data across all Salesforce objects.
• Execute data imports/exports, cleanup efforts, and deduplication.
• Prepare data sets using Excel functions (e.g., VLOOKUP/XLOOKUP) and load them via Data Loader or similar tools.

Business Support & Analysis

• Review and clarify incoming requests and serve as the initial point of troubleshooting for functional issues.
• Reproduce and categorize potential defects, escalate as needed, and keep stakeholders informed.
• Write simple user stories and acceptance criteria, manage ticket queues, support UAT, and maintain clear documentation.

Release & Change Enablement

• Bundle and validate admin updates, assist in testing cycles, and run smoke checks.
• Produce succinct release notes.
• Experience with deployment tools like Copado, Git, or Azure DevOps is advantageous.

Training, Reporting & Adoption

• Create brief user guides and in‑app prompts that support system adoption.
• Build core dashboards and reports, and help drive consistent KPI usage across teams.

Required Qualifications

• 5+ years of Salesforce administration experience (Sales Cloud, Service Cloud, Experience Cloud) in an active, mid‑size production environment.
• Strong expertise in Flow and the Salesforce security model, including Experience Cloud management.
• Skilled in data loading, cleanup, and transformation, with solid Excel proficiency.
• Strong communication abilities and comfort working with both business and technical partners.
• Ability to manage competing priorities and maintain organized documentation.
• Salesforce Administrator (ADM‑201) certification.

Preferred Qualifications

• Advanced certifications such as Advanced Administrator (ADM‑211), Platform App Builder, or relevant Consultant certifications.
• Agile team experience, including participation in sprint ceremonies and work tracking (Azure DevOps preferred).
• Exposure to CI/CD practices, automated testing, and tools like Copado or Git.
• Familiarity with additional Salesforce technologies such as Data Cloud, Marketing Cloud, B2B Commerce, or telephony/CTI integrations.
• Basic understanding of SOQL and high‑level Apex troubleshooting concepts.

Education

• Bachelor's degree in Information Systems, Computer Science, Business, or equivalent professional experience.