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About the Role
Shape how growing organizations leverage CRM technology to drive meaningful business transformation. Serve as a trusted advisor to executives and business leaders, helping clients reimagine sales, marketing, customer engagement, and operational processes through innovative HubSpot and Creatio solutions. Lead complex implementation and transformation initiatives from strategy through execution, combining technical expertise, business consulting, and client leadership to deliver measurable results. Mentor team members, influence solution strategy, support business development, and help drive the future of our CRM consulting practice.
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.
- Serve as a trusted advisor by identifying process and technology gaps, resolving complex delivery challenges, and communicating 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 that 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.
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.
- 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.
Skills
- HubSpot
- Creatio
- CRM implementation
- Business process assessment
- Solution architecture
- Client advisory
- Project management
- Mentoring
- Business development
- Solution strategy
Location
- Remote
Work Type
- Remote
- Full-time
Experience Level
- 7+ years of relevant professional services experience
- 10+ years of related industry experience with at least 1+ years in professional services
Education Level
- Bachelor’ of Science Degree in Business, Technology, or Computer Science or an equivalent combination of education and experience.
Salary/Compensations
- $117,000-$158,000
Benefits
- 8 health plan options (both HMO & PPO plans)
- Dental and vision coverage
- HSA with potential Firm contribution
- Employee Assistance Program
- Firm-sponsored basic life and short and long-term disability coverage
- 401(k) savings plan & profit share with Firm matching contribution
- Well-being incentive
- Education & certification assistance
- Flexible time off
- Family care leave
- Parental leave
- Family formation benefits
- Cell phone reimbursement
- Travel rewards
- Critical illness & accident insurance
- Hospital indemnity insurance
- Legal
- Long-term care
- Pet insurance
- ID theft protection
- Supplemental life/AD&D
About the Company
- At Wipfli, people count. Wipfli is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Equal Opportunity
- Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
- Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.