HubSpot Solutions Consultant

About the role

• The Solutions Consultant is a technically deep delivery role responsible for scoping integrations between HubSpot and
• the third-party systems clients operate, including ERPs, ticketing platforms, e-commerce, field service, and industry-
• specific software. This role establishes technical feasibility, integration approach, and effort before an engagement is
• sold.
• The core competency is integration scoping: assessing an unfamiliar platform, determining whether and how it can be
• connected to HubSpot, identifying the failure points, and producing a defensible estimate within the timeframe of an
• active sales cycle. Speed to a sound answer matters more than prior experience with any single platform.
• The role operates primarily alongside Sales — leading technical discovery, mapping data flows, sizing effort, authoring
• the technical content of the Statement of Work, and presenting the estimate to client technical stakeholders. It
• partners closely with the Solutions Architecture team: CRM Strategists own multi-hub design, while this role owns the
• connection between HubSpot

What you'll do

• Integration scoping and solution design
• Lead technical discovery with client stakeholders to establish what a project actually requires
• Assess feasibility from an unfamiliar platform's own API documentation — what it exposes, what it doesn't, rate limits, webhooks versus polling, and whether an existing connector is any good
• Choose the integration approach — native connector, iPaaS, custom build, or a phased combination — and explain the trade-off in cost, maintainability and risk
• Identify failure modes before they happen: source of truth by record, conflict handling, sync failure detection and reconciliation, and the gap between the data quality a client describes and the data quality they have
• Build the scoping artifacts: systems diagrams, data maps, integration approach, and a phased plan where the work warrants one
• Estimation and scope integrity
• Size the effort using our estimating model, with assumptions and dependencies documented alongside every numbe
• Write or review the technical sections of the Statement of Work before it goes to the client
• Present and defend the estimate in the room, including with a buyer's CTO or technical lead
• Flag when a deal should be reshaped, phased, or declined — early, and with the reasoning
• Identify genuine expansion the client needs, without growing the number to grow the deal
• Technical validation and proof
• Support proof-of-concept builds and integration demos that show viability against the client's own systems
• Validate API access and behaviour in sandbox before build hours are committed
• Review data relationships, automation triggers and sync rules across systems to confirm data integrity
• Act as subject matter expert on integration frameworks, HubSpot APIs and middleware architecture
• Sales partnership and enablement
• Serve as the technical point of contact on new and expansion opportunities, from first discovery call through signature
• Turn a verbal conversation into a written scope inside the agreed turnaround, so opportunities don't stall waiting on us
• Educate the sales team on technical positioning, so deal confidence and scope accuracy improve between engagements rather than deal by deal
• Maintain the reference material sales needs: what we integrate with, what we have built before, and what we will not take on
• Delivery continuity and practice contribution
• Hand off with documented requirements, assumptions and open questions — nothing relearned after signature
• Stay engaged through kickoff as the person who holds the client's original context
• Apply the design standards the Solutions Architects own, and route anything above the sign-off threshold through architect review before the SOW is issued
• Pull a Platform Architect into discovery when a deal turns on how the Hubs themselves are designed, rather than on what sits outside them
• Feed estimate variance and broken assumptions back into the model, and share integration patterns with the wider team

Required Qualifications

• Integration scoping — the core of the role
• Demonstrated ability to assess an unfamiliar platform's API and determine what can and cannot be connected, and at what cost
• Demonstrated ability to choose between integration approaches and defend the choice on cost, maintainability and risk
• Demonstrated ability to anticipate failure modes — identity, conflict handling, sync failure, data quality
• Demonstrated ability to convert all of the above into hours a delivery team can build against
• Technical experience
• 4+ years of professional experience in technology, revenue operations, or professional services
• 3+ years scoping or delivering system integrations and data migrations in a consulting or agency environment
• Hands-on experience with REST APIs and webhooks, including authentication patterns, pagination and rate limiting
• Experience with middleware and iPaaS platforms such as Workato, Celigo, Tray, Boomi or Zapier
• SQL and data warehousing experience — able to reason about data structures outside the CR
• Strong data modelling skills: object structures, field mapping, transformation logic, and the integrity risks in each
• Experience planning data migrations, including deduplication, historical data and cutover approach
• Working knowledge of HubSpot as one side of the integration: objects, associations, properties, and the limits of the platform
• Client-facing and commercial
• Experience leading technical discovery with client stakeholders, including engineers and technical leads
• Experience producing systems diagrams, data maps and developer-ready technical documentation
• Experience scoping and estimating work that other people then deliver against
• Exceptional ability to translate technical constraint into business consequence for a non-technical buyer
• Ability to manage multiple opportunities and priorities in a fast-paced environment

Preferred Qualifications

• Direct experience with the systems that come up most in our work: NetSuite, Salesforce and Salesforce Marketing Cloud, Microsoft Dynamics or Great Plains, Zendesk, Keap, Creatio, Procore, Snowflake, and industry-specific or point-of-sale platforms
• Integration experience in another CRM ecosystem such as Salesforce, Dynamics or NetSuite — the scoping judgement transfers
• Proficiency in JavaScript or Node.js and Python, sufficient to prototype and to scope custom work accurately
• Deeper HubSpot breadth across multiple Hubs — useful, though our Platform Architects own multi-hub design
• Experience in regulated environments — healthcare, financial services, or similar — where compliance shapes the data model
• Background in software development, with enough depth to scope tasks a developer can pick up without further clarification
• Experience with GraphQL or SOAP in addition to REST
• Familiarity with diagramming tools such as Lucidchart, Visio, or Miro
• Relevant certifications — HubSpot Solutions Partner, Salesforce Architect, or equivalent — or a degree in a technical field