Remote Senior CRM Consultant – HubSpot & Creatio

Wipfli LLP; United States; Remote; USD 88,000 - 118,000; Full time

Benefits offered by this job

Health plans

Dental & Vision

HSA enrollment

Employee Assistance Program

Life & Disability insurance

401(k) with match

Well-being incentive

Education assistance

Flexible time off

Family care leave

Parental leave

Phone reimbursement

Travel rewards

Critical illness

Pet insurance

Job summary

Wipfli LLP is seeking a Senior CRM Consultant with deep HubSpot expertise to help clients attract, engage, and serve customers. You will partner with clients to design scalable CRM solutions and lead implementations across HubSpot and Creatio environments.

You will guide discovery through go-live, collaborate with cross-functional teams, drive adoption, and deliver measurable business outcomes for diverse organizations.

Qualifications

• Bachelor’s Degree or an equivalent combination of education and experience.
• 5+ years’ experience in a professional services firm or 5+ years of private industry experience focused on appropriate technical area with 1+ years in professional services.
• 5+ years of hands-on experience implementing and configuring HubSpot solutions for clients or internal business teams.
• 5+ years of experience leading or supporting CRM implementation activities such as discovery, requirements gathering, solution design, configuration, data migration, testing, training and go-live support.

Responsibilities

• Proposes solutions or alternatives linked to client business needs and informs the team leader of timeline pressures.
• Develops solutions based on client requirements and in-depth knowledge of standard applications.
• Collects and analyzes data, conducts client interviews, prepares workpapers and reports, and serves as lead SME.

Skills

HubSpot

Creatio

CRM implementation

Discovery

Solution design

Data migration

Training

Go-live support

Project management

Client communication

Mentoring teammates

Education

Bachelor’s Degree

Tools

HubSpot

Creatio

CRM software

Job description

Wipfli LLP is seeking a Senior CRM Consultant with deep HubSpot expertise to help clients attract, engage, and serve customers. You will partner with clients to design scalable CRM solutions and lead implementations across HubSpot and Creatio environments.

You will guide discovery through go-live, collaborate with cross-functional teams, drive adoption, and deliver measurable business outcomes for diverse organizations.