Strategic Solutions Consultant

About The Role

The Strategic Solutions Consultant supports the Director of Strategy in delivering high-impact strategic Feasibility, Migration and Optimization engagements for clients. This client-facing role combines strong organizational skills, project management, HubSpot platform expertise, and the ability to clearly translate complex business challenges into actionable solutions.

A Normal Day in this Role

Client Strategy Support

• Join client calls to gather requirements, present recommendations, and capture strategic needs
• Translate client business objectives into HubSpot-centered strategic roadmaps
• Prepare strategy deliverables such as process maps, audits, gap analyses, and user stories 

Project & Deliverable Management

• Keep track of deadlines, action items, and documentation for strategy engagements
• Maintain internal strategy templates, frameworks, and collateral
• Help manage internal handoffs from strategy to delivery

HubSpot Demos & Configuration

• Build out HubSpot demo environments to showcase strategic solutions
• Configure sample pipelines, workflows, reports, or dashboards for strategic presentations
• Assist in feasibility assessments by evaluating platform capabilities

Act as the primary point of contact for clients, contributing to discovery sessions and clearly defining solution requirements.

About You

• Experience in a client-facing role
• Proficiency in HubSpot
• Strong organization and documentation skills
• A bias for action, attention to detail, and comfort working across teams
• Experience with Lucidchart for process mapping
• Experience with RevOps practices
• Understanding of Data Migrations and Mapping
• HubSpot Admin Capabilities
• Basic understanding of Salesforce Administration
• Clear documentation and scalable processes for each engagement

About Us

Aptitude 8 is an Elite HubSpot Solutions Partner and technical consulting firm specializing in revenue operations, CRM architecture, and complex marketing automation. We work with high-growth companies to deliver scalable, strategic solutions on top of the HubSpot platform.