ENVIRONMENT:A fast-paced UK-based CRM/CX Digital Agency seeks the technical expertise of a data and performance-driven individual to take on a 3-fold role as their next CRM Solutions Architect / Business Analyst / Consultant. Considering the existing tech stack and business process of clients, you will be required to architect CRM solutions centered around the HubSpot ecosystems as well as do data migrations and system integrations. This will be done through data analysis, workshops or independent research whereafter with the aid of the Development, Marketing, Sales and Service Consulting teams, you will define architecture and scope solutions, producing Statement of Work(s) and required documentation that the team can execute against. You must possess a relevant tertiary qualification in Computer Science, or a BComm Honours, BBusSci or Master’s in Business with certifications in HubSpot 1 & 2 as well as 3 other HubSpot certifications. You must have at least 3 years’ Data Analytics, 3+ Years in a Digital/Technical Agency/Consultancy in a Consulting/Specialist role working with clients throughout the whole process (Consulting, Solution building, Implementation and Training) and a solid understanding of CRM and Big Data. Local & travel abroad will be expected. Remote work currently on offer until further [URL Removed] technology success and process transformation in client companies.
Solution Architecture –
- Define, strategise and implement CRM and operations processes and automation programs.
- Ensure the right solutions are being proposed for the client’s needs, goals, business requirements and processes across the sales, marketing and service tech stack.
- Be able to communicate clearly your proposed solution internally to Developers.
- Communicate the benefits of your recommendations to clients.
- Produce requirements documentation.
- Run workshops and training sessions.
- Produce off-boarding documentation.
- Perform UAT to ensure brief has been correctly executed.
Technology Integrations –
- Lead Integration projects you are involved in from a systems specialist point of view and work closely with Developers and the Marketing, Sales and Service Consultants on complex HubSpot rollouts.
- Work closely with the client, Back-end Developers and the CTO to:
- Uncover and define goals and objectives from all parties.
- Deep dives with the client and client meetings.
- Mapping and logic defining.
- Define scenarios and test integrations.
- Assist in developing integration best practices.
- Assist in creating/adapting “templates” and processes to follow in an integration project.
- Understand the platforms that integrate with HubSpot out of the box (i.e., Gmail, Vidyard, Salesforce and other connect partners.
Configure technology solutions –
- Being the lead on complex technology configuration projects and mentor and coach junior team members on what to implement/configure.
- Rollout proposed solutions.
- Setup/Optimisation of CRM and integrated systems for clients.
- Assist in developing best practices in the space.
Training –
- Training on the solutions to internal staff and clients.
- Ensure the company is certified in key technology partners.
Data Migration –
- Review and analyse data structures, entities/objects and review the relationships with an Entity Relationship Diagram.
- Interrogation of sample data provided by clients and review data for quality and provide a template for how the data should be cleaned, deduped and how it should be provided for migration.
- Define data mapping and logic (fields, flow, cadence, etc.) and input into the proposed ERD.
Perform technology audits –
- Analyse and provide recommendations on how clients can follow their technology best practice.
- Feed into the technology audit template and process and help define and improve it as tech releases new features.
- Ensure junior team members understand how to use the template and are helping to identify opportunities with existing clients as well as opportunities with new and past clients.
Pre-sales –
- Assist in project scoping when it comes to tech setup / implementation / optimisation / integration where needed.
- Obtain requirements from Executive, Sales, and Account Managers.
- Define the project deliverables and outcomes.
- Write comprehensive user stories and acceptance criteria.
- Document the project requirements for clients.
- Conduct demos where needed.
Reporting and Analytics –
- Help define how success is measured on each tech solution across the Marketing, Sales and Service hubs.
- Ensure integrated reporting across the tech solutions to enable closed-loop reporting and ensure integrations meet these criteria.
Keep up to date and present back to the agency on technology features and Connect Partners –
- Keep up to date with any new technology products, features and changes to existing features.
- Have knowledge of the Connect Partner Channel.
- Communicate relevant changes internally and to clients and ensure these are adopted within the agency and within client accounts.
Technology usage across tools –
- Look across technology accounts and ensure usage is high on technology tools.
Drive team learning, certifications and technology training –
- Onboard new staff into technology where needed with other members of the CRM and Operations team.
- Enable more people in the agency to get certified and understand technology better.
- Provide internal training on technology.
- Mentor and coach other team members, especially junior members on the team.
REQUIREMENTS:Qualifications –
- Relevant Tertiary qualification i.e., Computer Science, A BComm Honours, BBusSci, Master’s in Business.
- Be fully Certified in HubSpot 1 & 2 as well as 3 other HubSpot certifications.
Experience/Skills –
- 5+ Years overall relevant work experience, with at least 2 in a senior role.
- 3+ Years’ experience in a Digital/Technical Agency/Consultancy in a Consulting/Specialist role working with clients throughout the whole pro