HubSpot Solutions Architect (Senior, Client-Facing)

Company Description

Process Pro Consulting is a Diamond HubSpot Partner Agency specializing in:
HubSpot CRM Implementation
CRM Optimization & Automation
Revenue Operations (RevOps) Strategy
Tech Stack + Data Integration support
We support B2B SaaS, professional services, manufacturing, and financial services companies in building scalable, high-performing revenue systems.

Job Description

The Role
The Solutions Architect (SA) is the technical and strategic lead across client engagements, owning the full lifecycle from discovery through solution design, planning, and delivery oversight. This is a senior individual contributor role with significant client-facing responsibility. You will lead complex discovery processes, design scalable HubSpot solutions, and ensure alignment between business requirements, CRM architecture, and delivery execution.

You’ll work across multiple engagements simultaneously, partnering with Consultants, automation engineers, and developers in an agile delivery environment (sprints, epics)—setting the standard for solution quality, technical design, and system integrity. When needed, you’ll go hands-on to ensure the build reflects the intended design.

Qualifications

What You’ll Do
Account Level: Technical Ownership & Strategic Support
Maintain a strong understanding of each client’s business model, HubSpot maturity, and tech stack
Act as the technical voice of the client, ensuring delivery teams have the context needed to execute effectively
Identify opportunities to expand impact (RevOps gaps, automation opportunities, underutilized HubSpot capabilities)
Partner with Consultants and Customer Delivery Managers (CDMs) to support solution scoping and technical sales
Proactively identify and escalate technical risks, scope gaps, and misalignment with clear recommendations
Initiative Level: End-to-End Solution Design
Lead discovery sessions with executives and stakeholders to define goals, pain points, and success metrics
Develop Business Solution Designs (high-level architecture), including:HubSpot configuration strategy
Integration architecture (ERP, middleware, third-party tools)
Process gaps and system dependencies

Build and sequence Epic Plans (sprints, dependencies, delivery roadmap)
Lead solution design reviews and drive client alignment and sign-off
Conduct technical research (feasibility, integrations, proofs-of-concept) for complex requirements
Ensure seamless handoff to delivery teams with clear documentation and shared understanding
Stay engaged through build and stabilization to ensure solutions are delivered as designed
Process Level: Deep System & Workflow Design
Design and document end-to-end business processes (lead lifecycle, pipeline management, quote-to-cash)
Translate processes into HubSpot architecture, including:Pipelines, objects, properties, and associations
Workflow automation and logic
Integration points and data flow

Document decision logic, edge cases, and system interactions to eliminate ambiguity during build
Build complex or sensitive components when needed (custom-coded actions, advanced workflows, integrations)
Pressure-test solutions against real-world operations to avoid over-engineering or misalignment
Validate that final builds match design intent—and own resolution when they don’t

Additional Information

This Role Is a Fit If You
Have led end-to-end HubSpot solution design, not just configuration or execution
Think in systems and architecture, connecting business processes to technical implementation
Are comfortable leading conversations with senior stakeholders and driving alignment
Have deep expertise in HubSpot CRM (Sales, Marketing, Service, Ops Hub)
Understand how data models, automation, and integrations work together at scale
Produce clear, detailed technical documentation (specific properties, workflows, system logic)
Can manage multiple concurrent client engagements without losing quality or context
Translate complex technical concepts into clear, actionable guidance
Hold a high bar for quality and don’t let “good enough” ship when it shouldn’t
Technical Experience
HubSpot CRM architecture, implementation, and optimization
Workflow automation, data modeling, and reporting
Integrations using tools like Zapier, Workato, Syncari
Experience with ERP/financial systems (NetSuite, QuickBooks, Sage Intacct)
Designing processes like lead lifecycle, pipeline management, and quote-to-cash
Agile project delivery (sprints, epics, tools like Asana, Jira)
HubSpot certifications across one or more Hubs
Bonus Points
Experience with Salesforce, Dynamics 365, or multi-CRM environments
HubSpot Salesforce integration experience
Exposure to data warehouses / BI tools (Snowflake, BigQuery, Power BI)
Familiarity with JavaScript or HubL (custom-coded actions, CMS)
Experience with PLG environments and product usage data in CRM workflows
Compensation & Benefits
Salary: $95,000 - $120,000 (dependent on skillset and experience) 
Quarterly bonus program
Customer expansion bonus program
Net new customer sales bonus program
Fully remote + flexible hours
20 days PTO + 13 standard US holidays
2 company mental wellness days
Health, dental, and vision insurance
Health & wellness stipend
401(k) with match (eligible after 6 months)
Parental leave + short-term disability
Home office equipment provided
Professional development budget
Apply If
You’ve been the person defining and owning the CRM solution—not just building it—and can confidently connect business problems to scalable HubSpot architecture across systems and teams.