HubSpot CRM Consultant (Delivery Lead)

Reporting to: Head of Delivery

Team: HubSpot

Location: Hybrid (Manchester)

About the agency:

• When new asks appear, you surface options and trade-offs.
• Make risk visible early, then manage it actively (context, options, recommendation).
• Maintain a high quality bar using simple, visible standards (definition of done, peer checks, acceptance criteria).
• Keep delivery tooling usable (clear owners, decisions written down, dependencies called out).
• Define clear milestones with the client early (what “done” means, what decisions are needed, and what changes for users).
• Plan and deliver against milestones: keep dependencies visible, manage scope within the milestone guardrails, and make progress easy to see.
• Use milestones to anchor stakeholder communications: what we’ve achieved, what’s next, what’s at risk, and what we need from them.

HubSpot CRM consulting:

• Hands-on build and optimisation in HubSpot: you’ll configure, test, iterate, and improve the portal in line with agreed outcomes and milestones.
• Diagnose what’s really driving issues: adoption friction, unclear process, weak definitions, poor data trust.
• Design and configure HubSpot CRM in a way that supports real behaviour: lifecycle stages and pipelines that reflect reality; objects/properties that are minimal, meaningful, and governable; workflows/automation that remove admin rather than add steps; reporting that leaders trust because definitions are consistent.
• Translate goals into clear user stories and acceptance criteria that the team can ship confidently.
• Support stakeholder alignment across marketing, sales, and service where needed.
• Design for adoption from the start: iterative releases, feedback loops, and “what changes for who?” made explicit.
• Run practical enablement sessions based on real scenarios (not platform tours).
• Create lightweight documentation and handover materials that prevent “super-user dependency.”

AI-first delivery (core to how we work):

• AI is a core part of how we work, but it’s a human enhancer, not the decision-maker.
• The consultant leads, applies judgement, and stays accountable for outcomes.
• Use AI throughout discovery and delivery to improve speed of learning, quality of thinking, and consistency of execution.
• Turn messy inputs (calls, emails, notes, data exports) into clear outputs: diagnostic summaries, options, decisions, risks, and next actions.
• Use AI to strengthen quality: peer review of requirements, automation logic checks, report definition checks, edge-case prompts, and test scenario generation.
• Use AI to improve client experience: clearer communications, tighter alignment, better documentation, fewer meetings.
• Contribute to our internal AI approach: share prompts, templates, and patterns; raise issues early (accuracy, governance, security), and help standardise what good looks like.

Skills, competencies and experience:

• Strong hands-on HubSpot CRM experience (design, configuration, troubleshooting, optimisation).
• Delivery experience: you can run a cadence, manage priorities, and keep stakeholders aligned.
• Clear communication: you can explain trade-offs in plain English, and you write things down.
• Pragmatic judgement: you can make decisions with incomplete info and validate quickly.
• Comfort with the “people side”: adoption, habits, and behaviour change.
• Helpful (not essential): RevOps experience across marketing/sales/service alignment.
• Experience in professional services or regulated environments.
• Integration exposure (iPaaS, APIs, data mapping/validation).

Is this a role for you?

• You’ll thrive in this role if you care about people and outcomes — you build trust with clients and you’re thoughtful about team dynamics, not just delivery mechanics.
• Take ownership of outcomes (not just tasks) — you pick things up, close loops, and don’t wait to be chased.
• Are naturally curious — you ask “why?” early, test assumptions, and don’t accept vague answers when the stakes are real.
• Prefer practical progress over theory — you can make sensible trade-offs, keep momentum, and still protect quality.
• Bring calm and clarity — when things get messy, you steady the room, simplify the decision, and make the next step obvious.
• Enjoy autonomy and accountability — you want trust, and you’re comfortable with the responsibility that comes with it.