Sr. Project Intake Consultant

Location: Remote (US-Based) | Department: Strategy | Type: Full-Time | Status: Exempt 

About the Role

The Project Intake Consultant supports the Director of Strategy in delivering high-impact strategic RevOps engagements for our end clients. This person will be responsible for evaluating, scoping, processing, and managing new project requests by assessing their technical feasibility, strategic alignment, and facilitating communication among internal and external stakeholders.

This client-facing role combines strong organizational skills, project management, and the ability to clearly translate complex business challenges into actionable, strategic solutions.

What You’ll Do

Client Strategy & Support:

• Meet with clients to gather requirements, present recommendations, and capture strategic business and RevOps technology needs.
• Evaluate current business operations to identify inefficiencies and recommend solutions to increase cost-effectiveness and performance. 
• Translate client business objectives into strategic HubSpot and RevOps roadmaps with consideration to existing client systems and integrations.
• Prepare strategy deliverables such as process maps, audits, gap analyses, and user stories. 
• Update dashboards, workflows, and reports; provide regular reports on strategy, risks, and issues to executive leadership.

Project Feasibility & Scoping 

• Determine which projects to pursue by reviewing and assessing project proposals based on criteria such as technical and operational feasibility, strategic alignment, and impact.
• Assist with project planning and ensure that solutions align with business goals.
• Maintain clear documentation and scalable processes for each engagement
• Keep track of deadlines, action items, and documentation for strategy engagements
• Maintain internal strategy templates, frameworks, and collateral.
• Help manage project handoffs from strategy to delivery services.

HubSpot Demos & Configuration

• Act as the primary point of contact for clients, contributing to discovery sessions and clearly defining solution requirements.
• Build out HubSpot demo environments to showcase strategic solutions; present solutions to client executive teams and key stakeholders. 
• Assist in feasibility assessments by evaluating platform capabilities
• Configure sample pipelines, workflows, reports, or dashboards for strategic presentations. 

Who You Are

• Minimum 5 years of experience in RevOps practices, ideally in a client-facing role. 
• Ability to analyze project proposals, assess systems and data, and identify issues to make informed and strategic client recommendations. 
• Ability to lead discussions, build relationships, and drive continuous improvement initiatives.
• Understanding of Data Migrations and Mapping
• Experience with process mapping tools (LucidChart or comparable) 
• Basic understanding of Salesforce Administration
• Basic understanding of HubSpot (or comparable) ecosystem. 
• Experience presenting to senior and executive level management teams.

You Might Be a Fit If You...

• Have a strong working knowledge of HubSpot (across multiple hubs) with hands-on configuration and demoing experience.
• Are able to trust your intuition with minimal supervision
• Possess determination and persistence.
• Can work independently, but know when to pull in others to solve cross-functional or technical problems.
• Have previously had HubSpot Administrator capabilities
• Hold HubSpot and/or Project Management certification(s)

Why Aptitude 8?

We are building the best HubSpot consulting firm in the world. Our Strategy team is at the forefront—delivering structured, repeatable frameworks that help companies decide what to build, why, and how to do it right. We work with Private Equity-backed firms and high-growth companies navigating complex GTM challenges. This role is a unique opportunity to operate as a true strategic advisor in a company built for consultants.

 

EEO Employer 

We welcome the diverse backgrounds and experiences that all employees and consultants bring to the table! Women, BIPOC, LGBTQ, Veterans, and other under-represented groups are highly encouraged to apply!

Aptitude 8 provides equal employment opportunities to all employees and applicants and prohibits discrimination and 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.