Senior CRM Consultant - HubSpot & Creatio

Wipfli LLP

United States

On-site

USD 88,000 - 118,000

Full time

10 days ago

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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

Overview

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Requisition Number: 2026-8480

Job Summary:

We're looking for a Senior CRM Consultant with deep HubSpot expertise to help organizations transform the way they attract, engage, and serve their customers. In this role, you'll partner directly with clients to understand their business goals, design scalable CRM solutions, and lead successful implementations across HubSpot and Creatio environments.

From discovery and solution design through configuration, testing, training, and go-live, you'll serve as a trusted advisor guiding clients through every stage of their CRM journey. You'll collaborate with cross-functional teams, drive adoption, solve complex business challenges, and help organizations unlock the full value of their technology investments while delivering measurable business outcomes.

Responsibilities

Essential Responsibilities:

Proposes solutions or alternatives that are linked to client business needs and proactively notifies the team leader of project timeline pressures and suggests solutions.
Develops solutions based on client requirements and in-depth knowledge of standard applications.
Collects and analyzes relevant data, conducts client interviews, prepare workpapers and reports, and serve as lead subject matter expert.
Communicates with clients on functional deliverables and work plan status and issues for both client and internal projects to Project Manager.
Organizes, establishes, and monitors progress on project work plans to ensure projects are completed on time and within budget.
Monitors out-of-scope requests to ensure proper change management is communicated.
Trains, mentors and/or serves as performance coach to Consultant I’s and Consultant II’s. Delegates and leverages work to ensure staff development.
Actively participates with opportunity leaders or regional teams in business development activities as subject matter experts.
Leads and participates in research and development and foundational efforts to position the team to learn, develop and deliver innovative solutions to the market.

Knowledge, Skills and Abilities

Required 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.
Experience supporting end-to-end HubSpot and/or Creatio implementations, including discovery, solution design, configuration, data migration, testing, deployment, training, and post-launch support.
Experience configuring HubSpot hubs, objects, properties, workflows, pipelines, permissions, reporting and integrations to support client business processes.
Works toward obtaining additional appropriate advanced certifications.

Benjamin Dzanic, from our recruiting team, will be guiding you through this process.

#LI-REMOTE #LI-BD1

Additional Details

Additional Details:

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000-$118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being.