CRM Solutions Consultant

The Access Group; United States; Hybrid; USD 120,000 - 180,000; Full time

Job summary

The Access Group is seeking a CRM Techno-Functional Lead to own the technical architecture, configuration, and end-to-end delivery of Lead-to-Cash and Customer Success workstreams. You will bridge business needs with HubSpot, Salesforce, CPQ, Certinia, and NetSuite, coordinating Workato automation across platforms.

You will lead discovery, design, testing, and deployment, ensuring traceability, data integrity, and successful cross-system outcomes.

Qualifications

• 7–10+ years in enterprise applications and 4+ years leading requirements gathering, solution design, and testing across HubSpot, Salesforce, CS, and Finance platforms.
• Strong knowledge of Lead-to-Cash lifecycle, SaaS metrics (MRR, ARR, NRR) and accounting principles.
• Proven ability to map requirements to multi-system integrations and QA processes.

Responsibilities

• Lead cross-functional discovery workshops with Marketing, Sales, Customer Success, and Finance teams to elicit complex business processes.
• Deconstruct vague requests into structured user stories, BRDs, and traceability matrices.
• Design data flows and API payloads for HubSpot, Salesforce CPQ, and NetSuite integrations.
• Configure lead ingestion, data governance, and CRM data synchronization across systems.
• Define QA strategy and oversee SIT/UAT cycles and issue RCA when needed.

Skills

HubSpot

Salesforce Apex

Salesforce Flows

CPQ

Certinia

NetSuite

Workato

SOQL/SQL

L2C domain

QA testing

Education

Salesforce Certified BA

Salesforce CPQ Specialist

Certinia Professional

Tools

Jira

Confluence

Azure DevOps

Job description

We’re looking for people to join the Access family, who share our passion for believing in better, and who will help us continue to grow.

Love Work. Love Life. Be You. - is central to our success and how we give our customers the freedom to do more of what’s important to them.

What does Access offer you?

We offer a blended approach to office working, encouraging you to collaborate and connect in one of our thriving offices. We deliver on what we say, taking the development of our people seriously. We’ll work with you to progress your success plan and provide opportunities to accelerate your career.

We are seeking a CRM Techno-Functional Lead to own the technical architecture, configuration, and end-to-end delivery of our Lead-to-Cash and Customer Success workstream. You will act as the primary business analyst, solution architect, and quality assurance anchor across our core ecosystem: HubSpot, Salesforce Core, CPQ, Certinia and NetSuite, using Workato as the central automation engine.

Responsibilities

Requirements Gathering & Discovery

• Stakeholder Engagement: Lead cross-functional discovery workshops with Marketing, Sales, Customer Success, and Finance teams to elicit complex business processes.
• Process Mapping: Deconstruct vague operational requests into highly structured user stories, process flows, and clear business requirements documentation (BRD).
• Traceability: Maintain a strict requirements traceability matrix to ensure every downstream code line or configuration maps back to an approved business objective.
• Capability Matching: Conduct rigorous Fit-Gap analyses to determine whether business requirements should be met via out-of-the-box (OOTB) capabilities or custom development.
• Impact Analysis: Evaluate how structural modifications in upstream systems (like HubSpot or Salesforce CPQ) will functionally impact downstream financial ledgers in NetSuite.
• Data Schema Design: Analyze existing data models to design clean custom objects, fields, and API payloads required for multi-system data flows.

End-to-End Solution Provisioning & Configuration

• HubSpot & CRM: Solution and configure lead ingestion, data governance rules, scoring models, and automated HubSpot-to-Salesforce data synchronization.
• CPQ & CS: Engineer complex Salesforce CPQ & Revenue Cloud/RCA mechanics (product bundles, price books, and quote templates). Solution custom telemetry models and automated CPQ renewals for the CS team.
• Finance Integration: Solution the automated transition of closed-won deals into Certinia (PSA/Billing) and map financial schemas directly into the NetSuite general ledger.
• Workato Automation: Build and maintain high-volume Workato integration recipes with conditional exception-handling and automated rollback logic.

Testing & Quality Assurance (QA)

• QA Strategy: Define the overarching QA methodology, regression test criteria, and environment management (sandbox seed) policies.
• Test Execution: Write comprehensive test scripts and run multi-platform System Integration Testing (SIT) to ensure Workato recipes do not corrupt cross-system states.
• UAT Coordination: Lead User Acceptance Testing (UAT) cycles by preparing data scenarios, establishing validation checklists, and guiding business users through system sign-offs.
• Root Cause Analysis (RCA): Drive immediate, cross-platform Root Cause Analysis (RCA) to isolate, prioritize, and patch bugs identified during testing or post-deployment.

Required Skills & Experience

• Technical Skills: Deep expertise in HubSpot, Salesforce (Apex/LWC/Flows), CPQ, Certinia, NetSuite, Workato (or similar iPaaS), SOQL, and SQL.
• Methodology & QA Tools: Mastery of Agile/Scrum delivery frameworks and project tracking tools like Jira, Confluence, or Azure DevOps.
• Domain Mastery: Complete understanding of the Lead-to-Cash (L2C) lifecycle, SaaS metrics (MRR, ARR, NRR), and accounting principles.
• Experience: 7–10+ years in enterprise applications, with 4+ years leading requirements gathering, solution design, and testing across HubSpot, Salesforce, CS, and Finance platforms.
• Bonus Qualifications: Hands-on technical exposure to Chargebee or QuickBooks and Certifications: Salesforce Certified Business Analyst, Salesforce CPQ Specialist, Certinia Professional and Regression Testing Tools like Selenium.

What are we all about?

The Access Group is one of the largest UK-headquartered business management software providers. It provides solutions that empower more than 160,000 small and mid-sized organisations in commercial and non-profit sectors across Europe, USA and APAC, giving every employee the freedom to do more of what’s important. Its innovative cloud solutions and integrated AI software experience across multiple Access products transform how business technology is used.

With over 9,300 talented individuals driving innovation and customer excellence , we’re shaping the future of work. And we want you to be part of it. At Access, people are at the heart of everything we do. We’re committed to creating an inclusive, high-performing culture where everyone feels valued, respected, and empowered to thrive. If you’re excited about this role - even if your experience doesn’t tick every box - you might be exactly who we’re looking for.

We believe in equality for all and the transformative power of diversity. So why not join our vibrant team, where you can love what you do, love how you live, and most importantly, be authentically you?

Let’s make a difference together.

Love Work. Love Life. Be You.