Job Description
The role in a nutshell
You’ll do two jobs, properly:
* HubSpot CRM Consultant - design and improve the CRM so it supports how teams work day-to-day.
* Delivery Lead - run delivery on your client accounts: keep priorities clean, outcomes clear, risks visible early, and momentum steady.
You’ll thrive in this role if you:
* Take ownership of outcomes (not just tasks) and close loops without being chased
* Ask “why?” early, test assumptions, and simplify the problem
* Keep momentum without dropping the quality bar
* Are comfortable leading clients through prioritisation, trade-offs, and change
* Bring people with you - clients and teammates - without needing to be the loudest voice
This is consultancy-first: you’ll challenge assumptions, simplify complexity, and make sensible trade-offs.
There’s scope to grow into senior consulting, RevOps leadership.
What success looks like
* Clients describe delivery as calm, clear, and confidence-building.
* Adoption increases because the system is simple, believable, and fits how people work.
* Data quality improves and stays improved (definitions, governance, and habits stick).
* Reporting becomes something leaders use in decision-making - not a dashboard graveyard.
* Work ships incrementally, with usable progress early - no big-bang launches.
Responsibilities
Delivery
* Lead the delivery cadence for your client accounts (planning, weekly rhythm, review, retros).
* Keep scope honest and priorities clean; when new asks appear, you surface options and trade-offs.
* Make risk visible early, then manage it actively (context, options, recommendation).
* Maintain a high quality bar using simple, visible standards (definition of done, peer checks, acceptance criteria).
* Keep delivery tooling usable (clear owners, decisions written down, dependencies called out).
* Define clear milestones with the client early (what “done” means, what decisions are needed, and what changes for users).
* Plan and deliver against milestones: keep dependencies visible, manage scope within the milestone guardrails, and make progress easy to see.
* Use milestones to anchor stakeholder comms: what we’ve achieved, what’s next, what’s at risk, and what we need from them.
HubSpot CRM consulting
* Hands-on build and optimisation in HubSpot: you’ll configure, test, iterate, and improve the portal in line with agreed outcomes and milestones.
* Diagnose what’s really driving issues: adoption friction, unclear process, weak definitions, poor data trust.
* Design and configure HubSpot CRM in a way that supports real behaviour:
* lifecycle stages and pipelines that reflect reality
* objects/properties that are minimal, meaningful, and governable
* workflows/automation that remove admin rather than add steps
* reporting that leaders trust because definitions are consistent
* Translate goals into clear user stories and acceptance criteria that the team can ship confidently.
* Support stakeholder alignment across marketing, sales and service where needed.
* Design for adoption from the start: interactive releases, feedback loops, and “what changes for who?” made explicit.
* Run practical enablement sessions based on real scenarios (not platform tours).
* Create lightweight documentation and handover materials that prevent “super-user dependency”.
AI-first delivery (core to how we work)
* AI is a core part of how we work, but it’s a human enhancer, not the decision-maker. The consultant leads, applies judgement, and stays accountable for outcomes.
* Use AI throughout discovery and delivery to improve speed of learning, quality of thinking, and consistency of execution.
* Turn messy inputs (calls, emails, notes, data exports) into clear outputs: diagnostic summaries, options, decisions, risks, and next actions.
* Use AI to strengthen quality: peer review of requirements, automation logic checks, report definition checks, edge-case prompts, and test scenario generation.
* Use AI to improve client experience: clearer comms, tighter alignment, better documentation, fewer meetings.
* Contribute to our internal AI approach: share prompts, templates, and patterns; raise issues early (accuracy, governance, security), and help standardise what good looks like.
Skills, competencies and experience
What you bring
* Strong hands-on HubSpot CRM experience (design, configuration, troubleshooting, optimisation).
* Delivery experience: you can run a cadence, manage priorities, and keep stakeholders aligned.
* Clear communication: you can explain trade-offs in plain English, and you write things down.
* Pragmatic judgement: you can make decisions with incomplete info and validate quickly.
* Comfort with the “people side”: adoption, habits, and behaviour change.
Helpful (not essential)
* RevOps experience across marketing/sales/service alignment.
* Experience in professional services or regulated environments.
* Integration exposure (iPaaS, APIs, data mapping/validation).
Is this a role for you?
You’ll thrive in this role if you:
* Care about people and outcomes - you build trust with clients and you’re thoughtful about team dynamics, not just delivery mechanics.
* Take ownership of outcomes (not just tasks) - you pick things up, close loops, and don’t wait to be chased.
* Are naturally curious - you ask “why?” early, test assumptions, and don’t accept vague answers when the stakes are real.
* Prefer practical progress over theory - you can make sensible trade-offs, keep momentum, and still protect quality.
* Bring calm and clarity - when things get messy, you steady the room, simplify the decision, and make the next step obvious.
* Enjoy autonomy and accountability - you want trust, and you’re comfortable with the responsibility that comes with it.