
Principal Solutions Consultant (CRM Technology)
About Us
Aptitude 8 is not a marketing agency who struggles to say yes to technical projects, we’re a technical consulting firm focused on helping companies get the most out of HubSpot. Across our services teams, we help our clients deliver wonderful buying experiences.
Come join a rapidly growing professional services firm - fully remote, great benefits, 401k, and the opportunity to provide high impact work for a team of solutions driven, people focused, collaborators!
About the Role
We’re looking for a Principal Consultant to join our Delivery Services Team! In this senior client-facing role, you’ll serve as the strategic and technical lead for enterprise-level HubSpot engagements. Principal Consultants are responsible for shaping solutions, driving delivery excellence, and building lasting client partnerships. You’ll guide teams, influence client roadmaps, and ensure that every project not only meets technical requirements but also achieves measurable business outcomes.
This role combines HubSpot mastery, technical architecture expertise, and executive-level client management with leadership responsibilities across internal project teams and external client accounts. As a Principal Consultant, you are not just delivering projects — you are shaping enterprise strategy, elevating client relationships, and ensuring A8’s reputation for delivery excellence. Your impact is measured by the success of your portfolio and your ability to effectively use time and resources to deliver positive outcomes on your project engagements.
A Normal Day in this Role
Solution Implementation
- Lead complex enterprise client engagements on the HubSpot platform including implementations, integrations, migrations, and custom developments.
- Translate client business objectives into strategic HubSpot-centered roadmaps with consideration to existing client systems and integration needs.
- Build scalable, multi-hub solutions that leverage advanced HubSpot features such as custom objects, workflows, Operations Hub, APIs, webhooks, and third-party integrations.
- Design clear, documented solution frameworks (i.e., diagrams, process maps) to align clients and delivery teams.
- Establish best practices for data governance, hygiene, and technical solutioning across client CRM implementations and RevOps engagements.
- Assist in feasibility assessments by evaluating platform capabilities.
Client Engagement
- Serve as the primary strategic advisor for client stakeholders, including executive leadership teams, building trust and long-term partnerships.
- Assess technical feasibility and strategic alignment of client engagements; facilitate communication among internal and external stakeholders.
- Lead discovery sessions, executive workshops, and steering committees to shape solutions that are aligned with the client’s business goals.
- Translate complex technical designs into actionable business insights for non-technical audiences.
- Manage UAT processes, secure stakeholder sign-offs, and ensure client adoption of delivered solutions.
- Maintain clear documentation and scalable processes for each engagement.
Collaboration & Leadership
- Lead consultants within internal project teams by setting direction, clarifying priorities, and ensuring high-quality solutions and execution.
- Oversee the overall health of the engagement: budget, utilization, delivery risks, light resource allocation, and overall client satisfaction.
- Delegate and provide QA for engagement deliverables ensuring quality across client engagements.
- Contribute to practice-wide process development , service offerings, and thought leadership that reinforce A8’s reputation.
Strategic Growth
- Own overall engagement success by ensuring deliverables are on time and within budget while providing high-value outcomes.
- Help identify and scope delivery expansions, renewals, and change orders within client accounts.
- Collaborate with the Project Manager to update project details such as task management, delivery dates, hours burndown, dependencies, risks, and mitigation strategy.
- Support additional sales opportunities through solutioning, project scoping, and executive-level presentations.
About You
- Experience: 5+ years in enterprise consulting, digital transformation, or CRM/RevOps implementations (HubSpot expertise strongly preferred). Proven success in working cross-functionally on multiple client engagements.
- HubSpot or CRM Expertise: Deep proficiency across Sales, Marketing, Service, and Operations Hubs. Ability to design complex, multi-hub architecture and integrations. (Advanced HubSpot certifications preferred)
- Technical Skills: Data modeling, migrations, CRM API/webhooks, and third-party integrations (i.e., Salesforce, NetSuite, middleware tools). Strong architectural and governance skills.
- Leadership & Business Acumen: Demonstrated ability to lead internal project teams, manage client engagements, mentor colleagues, and contribute to strategic business growth.
- Client-Centric Communication: Skilled at translating technical concepts into business outcomes, engaging executive stakeholders, building rapport, and creating long-term partnerships.
EEO Employer
Aptitude 8 provides equal employment opportunities to all employees and applicants and prohibits discrimination or harassment of any type regardless of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
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