CRM Consultant

Blue Frog is seeking a CRM Consultant to serve as the HubSpot subject matter expert on our Onboarding Services team. Every client onboarding is different. Depending on what a client is implementing, you may be configuring Sales Hub, Marketing Hub, Service Hub, Content Hub, Commerce Hub, Data Hub, Breeze AI or a combination of several. Your role is to understand the full HubSpot platform deeply enough to guide clients through whichever hubs are in scope, translating their business requirements into well-structured, scalable solutions that set them up for long-term success. Working closely with the Onboarding team’s Project Managers, Solutions Architects, and HubSpot specialists, you will lead the configuration and delivery of each client’s HubSpot build from discovery through go-live. You take ownership of your workstreams and client relationships, bring a consultative approach to client engagements, and are motivated by delivering solutions that create real, measurable impact.

Key Responsibilities

Client Delivery & Solution Design

  • Lead discovery workshops with clients to document business requirements and develop a structured CRM solution blueprint
  • Define and configure scalable HubSpot CRM architectures, including custom properties, pipelines, lifecycle stages, associations, user permissions, and automation workflows
  • Collaborate with Solution Architects on integration and migration planning, including data transformation and field mapping processes
  • Develop SIT/UAT test plans and execute thorough testing phases to validate solution accuracy before go-live
  • Participate in weekly status calls, manage stakeholder expectations, and handle scope changes proactively and professionally
  • Collaborate with Onboarding Project Managers to keep delivery on track, within budget, and on scope

Platform Consultancy & HubSpot Expertise

  • Serve as the HubSpot platform expert across whichever hubs are in scope for each engagement, including Sales Hub, Marketing Hub, Service Hub, Content Hub, and Data Hub
  • Translate client business requirements into well-configured, scalable HubSpot solutions that support long-term data integrity, automation, and operational efficiency
  • Advise clients across the full customer lifecycle, including but not limited to nurturing, sales enablement, RevOps, service, and customer success
  • Apply CRM best practices to support automation success, data consistency, and long-term platform adoption
  • Consistently tie delivered solutions back to project objectives during go-live calls supporting client adoption and smooth consulting team handover
  • Stay current on HubSpot platform developments and industry best practices, integrating the latest capabilities into your client solutions

Collaboration & Client Experience

  • Building strong relationships with client stakeholders and addressing questions throughout the project alongside the Project Manager
  • Proactively identify and surface delivery risks, proposing solutions before issues impact timelines or scope
  • Deliver clear, role-appropriate training sessions to client teams on their HubSpot configuration
  • Document HubSpot configurations, decisions, and client-specific customizations thoroughly for internal records and client reference
  • Contribute to team retrospectives and continuous improvement efforts, sharing learnings and best practices across the Onboarding Services team

AI Adoption

  • Use AI tools to support discovery sessions, draft technical documentation, and explore CRM workflow improvements
  • Show curiosity around emerging AI technologies and how they can improve onboarding delivery quality and efficiency
  • Share effective AI practices with teammates and seek guidance when exploring new tools

Qualifications

  • 2 to 4 years of hands-on experience configuring or implementing HubSpot in a consulting, agency, or client-facing capacity, with meaningful exposure across multiple hubs
  • HubSpot certifications required across CRM, Sales Hub, and Marketing Hub at minimum; certifications in Service Hub, Content Hub, and Operations Hub strongly preferred
  • Demonstrated ability to configure HubSpot across multiple hubs, including objects, properties, pipelines, workflows, automation, and user roles
  • Experience leading client-facing discovery sessions, requirements gathering, and CRM training
  • Working knowledge of CRM data models, including contacts, companies, deals, and custom objects, and how they relate to one another
  • Familiarity with data migration processes, including field mapping, import validation, and quality assurance
  • Excellent written and verbal communication skills, with the ability to translate technical concepts for non-technical stakeholders
  • Strong problem-solving skills and attention to detail, with the ability to manage multiple onboarding projects simultaneously
  • A proactive, collaborative approach to teamwork, with comfort giving and receiving direct feedback in a high-trust environment
  • Working proficiency with Microsoft Office Suite, including Word and Excel

Why Blue Frog?

As the North American hub of Avidly, the world’s largest and most decorated HubSpot Solutions Partner, we’re part of a global network of over 300 professionals driving transformation for clients across the world. At Blue Frog, you’ll have the opportunity to work on meaningful projects with global visibility, without losing the collaborative, people-first culture of a close-knit team. We combine global excellence with a people-first culture that believes in investing in your career, your voice, and your potential.

What Sets Us Apart

Trailblazing Tech and AI Innovation
We embrace the latest technology, including AI-powered workflows, automation tools, and data-driven strategies. Our team stays ahead of the curve by leading innovation rather than reacting to it.

  • Trailblazing Tech and AI Innovation
    We embrace the latest technology, including AI-powered workflows, automation tools, and data-driven strategies. Our team stays ahead of the curve by leading innovation rather than reacting to it.

  • People First Culture

    We put people at the center of everything we do. From clients to coworkers, we lead with empathy and a shared mission to do meaningful work. Support and trust replace micromanagement, so you can thrive.

  • Growth Without Ego

    Curiosity fuels our success. We value those who ask questions, challenge assumptions, and continuously seek better ways to grow—together. Credentials matter less than mindset.

  • Real Impact from Day One

    Whether you're focused on HubSpot onboarding, CRM optimization, or driving client transformation, your work will create measurable results across industries and business models.

Join Blue Frog and become part of a team redefining what it means to deliver value in the digital age. You'll move fast, think big, and know that your contributions truly matter.