Solutions Consultant (Sales)

About the Role

The HubSpot Solutions Consultant is responsible for accelerate new sales revenue by providing a strategic, technical, and operational consultative sales experience, demonstrating our value and uncovering opportunities throughout the sales cycle from discovery to close.

Reports To: VP of Growth
Department: RevOps
Employment Type: Full-Time

Key Accountabilities

Sales Consulting & Support

• Deliver expert insights on HubSpot technical feasibility and strategic fit.

• Translate client challenges and goals into clear, actionable opportunities that align with HarvestROI's offerings.

Discovery & Client Needs Assessment

• Lead structured discovery sessions to understand client goals, challenges, and system architecture.

• Document and communicate client requirements for audit, scoping, and optimization planning.

Audits & Analysis

• Conduct comprehensive HubSpot Health, and Adoption audits of existing HubSpot platforms and processes to identify gaps and areas for improvement.

• Deliver strategic assessments that guide solution development and ROI alignment.

Proposal Development & Deal Support

• Create tailored solutions and proposals based on discovery and audit insights.

• Support proposal presentations and the closing process by articulating business value.

Sales Intelligence & Enablement

• Review Fathom call recordings to extract insights, objections, and follow-ups.

• Consolidate findings into actionable intelligence for sales strategy and execution.

Prospect Engagement & Communication

• Coordinate and manage call scheduling for the sales prospects.

• Communicate with prospects to maintain momentum and manage expectations.

• Manage nurture campaigns and sequencing via HubSpot or related tools.

Scorecard Metrics

• Discovery-to-close conversion rates by milestones

• Volume and quality of completed audits

• Proposal to close ratio

• Number of actionable insights delivered from call reviews

• Prospect engagement and follow-up activity completion rates

• Enhanced services and subscription sales

GWC™ (Gets It, Wants It, Capacity to Do It)

✅ Gets It – Understands how to balance technical consulting, sales enablement, and strategic support.

✅ Wants It – Passionate about helping clients and the HarvestROI team succeed through smart, proactive engagement.

✅ Capacity to Do It – Able to conduct discovery, perform analysis, manage details, and communicate clearly with both prospects and internal teams.

Core Values Alignment

• Quality – Upholds high standards across all touchpoints—from call reviews to final proposals.

• Collaboration – Operates cross-functionally with Sales, Solutions Engineering, and Marketing.

• Integrity & Transparency – Fosters trust through honest communication and client-centric practices.

• Efficiency – Drives momentum in the sales process through scheduling, insights, and outreach.

Qualifications & Experience

1. HubSpot Platform Mastery

• 3–5 years of hands-on experience with all HubSpot CRM Hubs
• Demonstrated ability to conduct audits, configure portals, and build scalable solutions
• Familiarity with HubSpot's AI tools like Breeze is a plus.

2. Consultative Sales Enablement

• Proven track record in a consultative sales or sales support role
• Experience leading discovery conversations, writing scope briefs, and presenting solutions with ROI framing.
• Background in RevOps alignment or systems consulting (bonus if you’ve sold into CEO’s, CROs, CMOs, or RevOps leaders).
  
  

3. Process Documentation & System Thinking

• Ability to map out current-state tech stacks, identify workflow bottlenecks, and translate needs into HubSpot-native or integrated solutions.
• Familiarity with CRM data architecture, buyer’s journey, and revenue operations..
  
  

4. Pre-Sales or Solutions Engineering Collaboration

• Past role interfacing with Sales Engineers or Technical Consultants, especially in the handoff between discovery and solution design.
• Able to analyze call recordings (e.g., Fathom, Gong) and extract deal intelligence.
  
  

5. Proposal Development & Strategic Framing

• Experience creating customized sales proposals rooted in discovery insights and audit data.
• Strong communication skills to present business value, not just feature lists.
  
  

6. HubSpot Ecosystem Fluency

• • Understanding of third-party integrations with HubSpot (e.g., native and custom API).
  • Able to scope feasibility, manage risks, and align on dependencies across tools.

Ideal Professional Backgrounds

• Former HubSpot Partner Agency Experience
• RevOps Manager or CRM Admin with pre-sales exposure
• SaaS Solutions Architect or Sales Engineer with marketing/sales system focus
• HubSpot Implementation Specialist or RevOps Strategist at a consulting firm

Why HarvestROI?

HarvestROI isn’t your average consulting firm—we’re on a mission to build smarter, more sustainable business processes that drive real results. Here’s what you can expect when you join us:

What’s It Like Working at HarvestROI?

• Mission-Driven: Every project is about creating meaningful impact for our clients.

• Collaborative Culture: We work as one team, supporting and learning from each other every day.

• Growth Opportunities: Rapidly growing company means chances to shape your own path.

• Modern Tools & Methods: We use the latest process architecture techniques and technology stack.

• Flexibility: Hybrid work model, with remote-first mindset and supportive management.

• People-First: We care about our team’s well-being, professional development, and work-life balance.

• Recognition: Your expertise is valued—your voice will be heard.

Ready to Make an Impact?

If you’re ready to help organizations unlock their potential and be part of an innovative, purpose-driven team, we’d love to meet you.

Apply today or reach out to learn more about what it’s like to work at HarvestROI.