**Job Description: HubSpot Solutions Consultant**
Digital Reach is a general HubSpot Diamond Partner agency providing business process automation solutions for SMB, mid-market, and enterprise businesses worldwide. With a customer-centric approach, we deliver best-in-class business solutions that allow organizations to automate both simple and complex tasks leveraging HubSpot’s suite of offerings. Join a fast-growing agency delivering comprehensive automation solutions to empower businesses to be more efficient, profitable, and successful.
A Solutions Consultant role at Digital Reach is primarily client-facing. In this position, your focus will be on pre
- and post-sale technical consulting and solutioning for HubSpot projects. You will collaborate with internal Sales and Solutions team members to ensure comprehensive scoping of complex client projects pre-sale, but much of your time will be spent consulting clients directly on business operations: unpacking and understanding a client’s alignment of sales, marketing, and customer success operations across the full customer lifecycle and consulting on how the client can drive growth through operational efficiency. Understanding business best practices and processes alongside the best practice setup and utilization of HubSpot and complementary tools is essential.
In your pre-sales support capacity, you will collaborate with the Sales team to produce a Statement of Work (SOW) as well as other required documentation (timelines, milestones, stakeholder questions, etc.) to close complex sales. Following SOW signature, you’ll ensure that your documentation and pre-sales solution work is carried out and actioned by the appropriate teams
**Duties and Responsibilities**:
- Drive technology success and process transformation in SMB, mid-market,



and enterprise companies; Serve as the lead advisor to clients, helping them to achieve their desired objectives with HubSpot and associated softwares
- Provide clients consulting and strategy on business operations and HubSpot deployment and optimization
- Analyze and provide recommendations to clients on how they can follow business methodology best practices within HubSpot and other software solutions; Propose solutions for improving or configuring technology & strategy
- Participate in pre-sales scoping calls where you will consult with clients to understand business needs and processes; Ensure the right solutions are being proposed/discussed for the client’s needs, goals, and business strategy across the relevant tech stack
- Providing advanced, solutions-focused demos and presentations to clients to showcase the capabilities of the HubSpot platform
- Support a consultative sales process, providing interested prospects with the right information and the right context during the sales process to help client decision-makers fully understand all that HubSpot has to offer
- Work closely with the client & Digital Reach Sales Engineers to:Uncover and define goals and objectives from all parties
Define strategies, processes,and automation programs in order to bring client processes into HubSpot
Define, strategize, and implement data models and data flows to and from the HubSpot CRM to meet customer process and automation needs




Define the logic and map the data for complex HubSpot builds
Run collaborative Solutions workshops with the client post-sale to understand and document current client processes and the scope of their process design & improvement needs; use the documentation from these workshop sessions to define and document an internal Build Plan
Conduct effective hand-off of the Build Plan to your Solutions Engineer and support the Solution Engineer as needed throughout the project lifecycle
- Lead integration projects you are involved in from a CRM and sales technology perspective
- Perform HubSpot portal audits (for complex instances)
- Produce requirements documentation, business processes schematics, functional specifications, and more for use pre-sale and post-sale
- Seek opportunities to identify and expand client Scope of Work (SOW) during the build process; if you manage to expand a SOW during a build already in progress, you’ll complete the sale of the new SOW
- Support Key Account Managers in their pre-sales efforts for existing customers
- Provide training to clients to onboard them to new technologies to promote adoption
- Stay up to date with the latest features and functionality of the HubSpot platform
- Business and tech savvy and can quickly understand a client’s organizational structure and tech stack
- Significant experience using and/or consulting on the use of HubSpot or a similar CRM
- Experience in a technical consulting or technical sales role where you have worked with clients up to the executive level to consult on and solve for their biggest digital challenges
- Business or systems analysis experience
- Excellent ability to read, understand and synthesize technical documentation,

📌 Hubspot Solutions Consultant (México)
🏢 Digital Reach Online Solutions
📍 México