Solutions Consultant (Sales)

About the Role

HarvestROI is a remote-first HubSpot agency helping growth-minded companies align their people, processes, and technology to drive real revenue outcomes. We work with clients at every stage of their HubSpot journey — from first-time implementations to full RevOps transformations.

We're looking for a Solutions Consultant to join our Sales team. In this role, you'll serve as the strategic and technical bridge between prospective clients and the right HarvestROI solution — leading discovery, conducting portal audits, crafting tailored proposals, and guiding deals from first conversation to close.

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

Key Accountabilities

Sales Consulting & Discovery

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

• Translate client needs into clear, actionable opportunities aligned with HarvestROI's service offerings.

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

HubSpot Audits & Analysis

• Conduct comprehensive HubSpot Health and Adoption audits to identify gaps and areas for improvement.

• Deliver strategic assessments that inform solution development and ROI framing.

Proposal Development & Deal Support

• Build tailored solutions and proposals rooted in discovery insights and audit findings.

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

Sales Intelligence

• Review call recordings (Fathom) to extract insights, objections, and follow-up actions.

• Consolidate findings into actionable intelligence that improves sales strategy and execution.

Prospect Engagement

• Coordinate call scheduling and maintain clear communication with prospects throughout the pipeline.

• Manage nurture campaigns and sequencing via HubSpot to keep deals moving forward

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 Expertise

• 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 evolving AI tools is a plus.

2. Consultative Sales Background

• Proven track record in a consultative sales or pre-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. Technical & Systems Fluency

• Ability to map out current-state tech stacks, identify workflow bottlenecks,  and recommend HubSpot-native or integrated solutions.
• Familiarity with CRM data architecture, buyer’s journey, and revenue operations.
• Experience scoping third-party integrations with HubSpot — native and custom API 

4. Communication & Proposal Skills

• Strong written and verbal communication skills — you know how to present business value, not just feature lists.
• Experience creating customized sales proposals grounded in discovery insights and audit data.
• Comfortable analyzing call recordings and distilling deal intelligence for the broader team.

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
• Pre-Sales Consultant with marketing/sales tech focus

Why HarvestROI?

We don't just implement HubSpot — we help companies build the operational foundation to grow. Our team is remote-first, tight-knit, and deeply committed to doing meaningful work with clients who are serious about change.

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.