[Hiring] Senior CRM Consultant @Wipfli Advisory LLC

Role Description

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

• 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, prepares workpapers and reports, and serves 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.

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 towards obtaining additional appropriate advanced certifications.

Benefits

• 8 health plan options (both HMO & PPO plans).
• Dental and vision coverage.
• Opportunity to enroll in HSA with potential Firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life and short and long-term disability coverage.
• 401(k) savings plan & profit share with Firm matching contribution.
• Well-being incentive.
• Education & certification assistance.
• Flexible time off.
• Family care leave.
• Parental leave.
• Family formation benefits.
• Cell phone reimbursement.
• Travel rewards.
• Voluntary benefit offerings including critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.