Solutions Architect

Job Description

If this is the job for you, you'll have the opportunity to oversee a wide variety of HubSpot and RevOps clients while also shaping the technical solutions that win and grow them. This role is a blend of account strategist and solutions architect: you'll be the point person and act as the liaison between the client's goals and needs, and you'll also design the technical approach that brings those goals to life, all while being mindful of internal resources to deliver services on time, within budget, and, our hope is to meet and exceed expectations in that process. You would be working hand-in-hand with a great team of Account Strategists, HubSpot specialists, web developers, a business development team, and more.

Someone who is successful in this position must have deep knowledge and expertise of the HubSpot platform and will split time across account management, strategy development, solutions architecture, and execution of said strategy. On the strategist side, you'll own client relationships, set clear expectations, and lead through empathy. On the solutions architect side, you'll act as the technical expert on sales calls, architect and scope the right solution for each prospect, partner with the business development team, and craft compelling proposals and marketing content that communicate that value. This person will need strong communication and interpersonal skills to be able to read the room and, at times, strike a balance between the client's needs and the company's resources.

Your main goals as a Solutions Architect:

• Build and grow client relationships
• Stay at the forefront of HubSpot product updates and strategies
• Maintain client satisfaction and retention
• Architect and scope the right technical solutions to win and expand accounts
• Partner with business development to turn prospect goals into compelling proposals

What you’re responsible for:

• Client Relationships

  • Function as the liaison and main point of contact for assigned accounts
  • Respond in a timely, professional, and kind manner to day-to-day communications
  • Understand client goals and objectives
  • Build a strategy to accomplish the client’s goals
  • Plan for and lead client meetings and presentations
  • Communicate client expectations and responsibilities
  • Understand the scope of work, evaluate potential out-of-scope opportunities, and consult internally for additional project plans and budgets

• Project Execution and Facilitation

  • Execute project tasks such as auditing HubSpot portals, building automations, developing HubSpot implementation plans, etc.
  • Own the strategic direction for a portfolio of digital advertising, marketing, and HubSpot retainer accounts
  • Create and maintain timelines for project deliverables
  • Ensure projects are executed within their budgets and create a clear plan with options for remediation if/when that is not the case
  • Manage a number of simultaneous projects and set priorities
  • Review deliverables, send to the client, consolidate feedback, and communicate to the team
  • Organize and document project deliverables, templates, etc.
  • Assign tasks and projects
  • Collaborate with internal teams to accomplish tasks
  • Run meetings and check-in sessions
  • Document and follow up on action items from meetings (both internal and external), create tasks within our project management system to execute these items, and ensure those tasks have clear instructions and deadlines
  • Facilitate deliverables with contractors and maintain strong relationships with these individuals
  • Participate actively in team meetings and opportunities
  • Provide other administrative support as needed

• Sales Engineering

  • Act as the technical solutions architect and sales engineer on sales calls, translating a prospect's business goals into a clear technical approach
  • Partner with the business development team to qualify opportunities and shape the right solution for each prospect
  • Architect technical solutions across HubSpot and RevOps that map a client's immediate needs to their larger business objectives
  • Scope projects accurately, defining deliverables, timelines, and budgets that set both the client and internal team up to succeed
  • Craft compelling proposals and marketing content that clearly communicate the value and mechanics of the proposed solution
  • Serve as the subject-matter expert who builds prospect trust and confidence during the sales process

For this person to succeed, they will need:

• 5+ years of experience in a client facing role(s)

• Deep knowledge and understanding of the HubSpot platform

  • Strongly preferred: HubSpot certifications and/or experience across all Hubs. Marketing and Sales Hub experience is required.

• Experience working with remote teams and tech (ClickUp, Slack, Google, Zoom)

• Ability to hold high-level business conversations with executives and CEOs

• Experience scoping and pricing technical projects

• Strong written communication for proposals and marketing content

• Alignment and embodiment of our core values

• Desire to continuously grow and improve

• An ownership and stewardship mindset

Compensation/OTE: $100,000 - $130,000