Lead strategic discovery sessions with clients to understand their business goals, marketing challenges, sales process, customer journey, and revenue objectives.
Design HubSpot strategy across Marketing Hub and Sales Hub, including lifecycle stages, segmentation, lead scoring, campaign structure, and marketing-to-sales handoff.
Develop complex campaign architecture for acquisition, nurture, conversion, retention, and expansion programs.
Define attribution models, reporting frameworks, dashboards, and performance measurement strategies to connect marketing activities with pipeline and revenue.
Apply revenue operations thinking to improve funnel visibility, campaign performance, sales alignment, forecasting inputs, and overall revenue efficiency.
Audit existing HubSpot portals and identify strategic gaps, process inefficiencies, missed automation opportunities, and reporting limitations.
Translate business requirements into clear strategic documentation, campaign briefs, process maps, and implementation-ready recommendations.
Advise clients on inbound marketing, demand generation, CRM strategy, marketing automation, lead management, and customer journey optimization.
Collaborate with implementation specialists, developers, designers, and client success teams to ensure the strategy is executed correctly.
Present strategic recommendations to clients and senior stakeholders in a clear, confident, and business-oriented way.
Help clients prioritize initiatives based on business impact, complexity, and revenue potential.
Act as a trusted advisor, helping clients make better decisions about how to use HubSpot to support growth.
Manage a portfolio of approximately 10–12 client accounts, with 5–6 typically active at any given time depending on project stage, priorities, and client needs.
## Responsibilities
* Lead strategic discovery sessions with clients to understand their business goals, marketing challenges, sales process, customer journey, and revenue objectives.
* Design HubSpot strategy across Marketing Hub and Sales Hub, including lifecycle stages, segmentation, lead scoring, campaign structure, and marketing-to-sales handoff.
* Develop complex campaign architecture for acquisition, nurture, conversion, retention, and expansion programs.
* Define attribution models, reporting frameworks, dashboards, and performance measurement strategies to connect marketing activities with pipeline and revenue.
* Apply revenue operations thinking to improve funnel visibility, campaign performance, sales alignment, forecasting inputs, and overall revenue efficiency.
* Audit existing HubSpot portals and identify strategic gaps, process inefficiencies, missed automation opportunities, and reporting limitations.
* Translate business requirements into clear strategic documentation, campaign briefs, process maps, and implementation-ready recommendations.
* Advise clients on inbound marketing, demand generation, CRM strategy, marketing automation, lead management, and customer journey optimization.
* Collaborate with implementation specialists, developers, designers, and client success teams to ensure the strategy is executed correctly.
* Present strategic recommendations to clients and senior stakeholders in a clear, confident, and business-oriented way.
* Help clients prioritize initiatives based on business impact, complexity, and revenue potential.
* Act as a trusted advisor, helping clients make better decisions about how to use HubSpot to support growth.
* Manage a portfolio of approximately 10–12 client accounts, with 5–6 typically active at any given time depending on project stage, priorities, and client needs.
What we're looking for
Requirements
Must-Have
3+ years of experience in HubSpot strategy, marketing strategy, revenue operations, or a similar client-facing consulting role.
Strong understanding of HubSpot, especially Marketing Hub and Sales Hub, with the ability to design strategy around how the platform should support business goals.
Proven experience designing marketing campaign architecture, including acquisition, nurture, conversion, retention, and re-engagement flows.
Strong understanding of lifecycle stages, lead scoring, segmentation, marketing-to-sales handoff, and customer journey design.
Experience with attribution modeling, campaign performance reporting, funnel analytics, and revenue-focused dashboards.
Ability to connect marketing activities to pipeline, sales outcomes, and revenue growth.
Experience leading client discovery sessions, strategic workshops, or advisory calls with senior stakeholders.
Tools & technologies
HubSpot
Whimsical
Google Meet
ClickUp
Strong revenue operations thinking, including funnel structure, sales alignment, reporting visibility, and process optimization.
Ability to translate complex business goals and marketing challenges into clear strategic recommendations and implementation briefs.
Excellent communication and presentation skills, with the ability to explain strategic concepts clearly to both technical and non-technical stakeholders.
Comfortable managing a portfolio of 10–12 client accounts, with around 5–6 typically active at any given time depending on project stage and client needs.
Nice-to-Have
Experience working in a HubSpot agency, marketing agency, or consulting environment.
HubSpot certifications in Marketing Hub, Sales Hub, Reporting, or Revenue Operations.
Experience with B2B SaaS, professional services, or companies with complex sales cycles.
Familiarity with Salesforce-to-HubSpot migration strategy.
Experience working with implementation specialists, developers, designers, or client success teams.
Knowledge of inbound marketing, demand generation, CRM strategy, and sales enablement best practices.
## Requirements
### Must-Have
* 3+ years of experience in HubSpot strategy, marketing strategy, revenue operations, or a similar client-facing consulting role.
* Strong understanding of HubSpot, especially Marketing Hub and Sales Hub, with the ability to design strategy around how the platform should support business goals.
* Proven experience designing marketing campaign architecture, including acquisition, nurture, conversion, retention, and re-engagement flows.
* Strong understanding of lifecycle stages, lead scoring, segmentation, marketing-to-sales handoff, and customer journey design.
* Experience with attribution modeling, campaign performance reporting, funnel analytics, and revenue-focused dashboards.
* Ability to connect marketing activities to pipeline, sales outcomes, and revenue growth.
* Experience leading client discovery sessions, strategic workshops, or advisory calls with senior stakeholders.
* Strong revenue operations thinking, including funnel structure, sales alignment, reporting visibility, and process optimization.
* Ability to translate complex business goals and marketing challenges into clear strategic recommendations and implementation briefs.
* Excellent communication and presentation skills, with the ability to explain strategic concepts clearly to both technical and non-technical stakeholders.
* Comfortable managing a portfolio of 10–12 client accounts, with around 5–6 typically active at any given time depending on project stage and client needs.
### Nice-to-Have
* Experience working in a HubSpot agency, marketing agency, or consulting environment.
* HubSpot certifications in Marketing Hub, Sales Hub, Reporting, or Revenue Operations.
* Experience with B2B SaaS, professional services, or companies with complex sales cycles.
* Familiarity with Salesforce-to-HubSpot migration strategy.
* Experience working with implementation specialists, developers, designers, or client success teams.
* Knowledge of inbound marketing, demand generation, CRM strategy, and sales enablement best practices.
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