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.
Top Skills
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