THE ROLE
Client Delivery & Solution Design:
- Lead discovery workshops; document requirements and secure solution blueprint sign-off. Support the sales team in scoping SOWs before deals are closed
- Define and document scalable multi-hub solution architecture plans; ensure they’re configured, approved, and delivered accurately
- Join weekly status calls, manage stakeholder expectations and handle scope changes
- Collaborate with Solution Architects to plan integration and migration processes, including data transformation and data mapping processes
- Develop comprehensive SIT/UAT test plans and delivery robust testing phases to ensure solution accuracy
- Collaborate with Project Managers to keep delivery on track, within budget, and on scope
- Coach Juniors on documentation, storytelling and best-practice configuration
- Work closely with HubSpot specialists to QC and test implementations against solution blueprints
Platform Consultancy & HubSpot Expertise:
- Translate complex business requirements into efficient and scalable CRM solutions for large/complex customer cases. From initial kick-off and throughout the discovery process
- Advise on solutions across the full customer lifecycle: lead generation, nurturing, sales enablement/RevOps, service and customer success
- Educate senior client stakeholders on CRM practices that support adoption within their business, drive automation efficiency, and maintain data quality
- Proactively drive expansion opportunities - spotting scope improvements alongside PM and Solution Architects. Document and present these recommendations in an optimistic and forward thinking way to clients
- Consistently tie delivered solution back to project objectives on go-live calls and in hyper-care periods. Support client adoption in training sessions and toward consulting team handover
- Stay current on HubSpot platform/CRM developments and industry best practices to advise clients on the latest solutions and integrate these into your design
- Coach 2–3 CRM consultants or HubSpot Specialists; set goals and provide regular, ego-free feedback
- Facilitate CRM retrospectives; turn team learnings into playbooks and reusable best practices
- Represent and live Avidly's Cultural values internally and externally
- Act as primary escalation point for CRM delivery risks and enterprise client issues. Solve issues directly and report learnings to management
- Publish a minimum of 2 best-practice CRM playbooks/thought leadership pieces per year; run peer-led sharing sessions
- Facilitate team learning initiatives and unblock delivery challenges through structured collaboration
- Represent CRM onboarding in cross team projects - collaborating with Consulting and Web & App teams
- Turn at-risk workstreams into delivery wins through proactive scoping and solutioning
- Use AI tools to enhance planning, QA, and documentation workflows
- Apply AI insights to improve onboarding timelines and depth of solution
- Champion adoption across the onboarding team; align usage to KPIs and individual growth goals. Demonstrate a hunger to learn more about AI tools and workflows
THE APPLICATION PROCESS
- Apply providing your CV, a covering letter explaining why you are the right fit for the role and your personality type summary from 16personalities.com
- Screening we will review all applications and contact you to advise if your application has been shortlisted
- Meet with HR we'll schedule a 30 minute call to get to know you; talk about culture, working location, and see if we are a mutually good match.
- Technical interview with hiring manager and another member of the leadership team
- Offer to the right candidate
