HubSpot Solutions Architect; Senior, Client-Facing

Hub Spot Solutions Architect (Senior, Client-Facing)

• Full-time

Process Pro Consulting is a Diamond Hub Spot Partner Agency specializing in:

• Hub Spot CRM Implementation
• CRM Optimization & Automation
• Revenue Operations (Rev Ops) Strategy

We support B2B SaaS, professional services, manufacturing, and financial services companies in building scalable, high-performing revenue systems.

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 Hub Spot 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.

• Maintain a strong understanding of each client’s business model, Hub Spot 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 (Rev Ops gaps, automation opportunities, underutilized Hub Spot capabilities)
• Partner with Consultants and Customer Delivery Managers (CDMs) to support solution scoping and technical sales
• Proactively identify and elevate technical risks, scope gaps, and misalignment with clear recommendations

• Lead discovery sessions with executives and stakeholders to define goals, pain points, and success metrics
• 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

• Design and document end‑to‑end business processes (lead lifecycle, pipeline management, quote‑to‑cash)
• Translate processes into Hub Spot 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

• Have led end‑to‑end Hub Spot 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 Hub Spot 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

• Hub Spot CRM architecture, implementation, and optimization
• Workflow automation, data modeling, and reporting
• Integrations using tools like Zapier, Workato, Syncari
• Experience with ERP/financial systems (Net Suite, Quick Books, Sage Intacct)
• Designing…