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About the Role

We are seeking a Senior CRM Consultant with deep HubSpot expertise to help organizations transform their customer engagement strategies. You will partner with clients to design scalable CRM solutions, lead implementations across HubSpot and Creatio environments, and serve as a trusted advisor throughout the entire project lifecycle.

Responsibilities

Propose solutions linked to client business needs and manage project timeline expectations.
Develop solutions based on client requirements and technical knowledge.
Collect and analyze data, conduct client interviews, and prepare reports as a subject matter expert.
Communicate project status, deliverables, and issues to the Project Manager.
Organize and monitor project work plans to ensure completion within budget and timeline.
Manage out-of-scope requests and ensure proper change management communication.
Train, mentor, and coach junior consultants to ensure staff development.
Participate in business development activities as a subject matter expert.
Lead research and development efforts to deliver innovative market solutions.

Requirements

Bachelor’s Degree or equivalent combination of education and experience.
5+ years of experience in a professional services firm or private industry with 1+ years in professional services.
5+ years of hands-on experience implementing and configuring HubSpot solutions.
5+ years of experience leading CRM implementation activities including discovery, design, configuration, and testing.
Experience supporting end-to-end HubSpot and/or Creatio implementations.
Experience configuring HubSpot hubs, objects, properties, workflows, pipelines, permissions, reporting, and integrations.
Commitment to obtaining additional advanced certifications.

Skills

HubSpot configuration
Creatio implementation
CRM solution design
Data migration
Project management
Business analysis
Client relationship management
Mentorship and coaching

Location

Remote

Work Type

Full-time

Experience Level

5+ years of experience

Education Level

Bachelor’s Degree

Salary/Compensations

$88,000 - $118,000 base pay range
Eligible for annual discretionary bonus

Benefits

8 health plan options (HMO & PPO)
Dental and vision coverage
HSA with potential firm contribution
Employee Assistance Program
Firm-sponsored basic life, short-term, and long-term disability coverage
401(k) savings plan with profit share and firm matching
Well-being incentive
Education and certification assistance
Flexible time off
Family care and parental leave
Family formation benefits
Cell phone reimbursement
Travel rewards
Voluntary benefits including critical illness, accident, hospital indemnity, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D

About the Company

Wipfli is a professional services firm providing tax and business consulting services.
The firm operates under an alternative practice structure including Wipfli LLP and Wipfli Advisory LLC.

Equal Opportunity

Wipfli is an equal opportunity/affirmative action employer.
Candidates are considered without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other protected characteristics.
Reasonable accommodations are provided for people with disabilities during the application and interview process.