1) Understand Client Requirements | Client Satisfaction | Solution ArchitectureDrive technology success and process transformation in client companies
Host Discovery Sessions following a proven methodology and consult with clients to understand client needs and processes through research and workshops with the client.
Define, strategise and implement data models and data flows to and from the HubSpot CRM to meet customers processes and automation needs
Ensure the right solutions are being proposed for the client's needs, goals, business requirements and processes across the sales, marketing and service tech stack
Be able to communicate clearly your proposed solution internally to Developers.
Communicate the benefits of your recommendations to clients.
Produce requirements documentation, ERD documents, business processes ("as is" and "to be"), functional specifications, data transformation documents
Run workshops and training sessions
Produce off-boarding documentation
Perform UAT to ensure the brief has been correctly executed
2) Project Planning | Monitor Pre-SalesAssist in project scoping when it comes to tech setup / implementation / optimisation / integration where needed
Obtain requirements from executive, sales, and account managers
Define the project deliverables and outcomes
Write comprehensive user stories and acceptance criteria
Document the project requirements for clients
Conduct demos where needed
3) Configuring Technology Solutions | Technology Integrations Being the lead on complex technology configuration projects and mentoring and coaching junior team members on what to implement/configure
Rolling out proposed solutions within HubSpot
Setup/Optimisation of HubSpot CRM and integrated systems for clients
Assist in developing best practices in the space
Lead integration projects you are involved in from a systems specialist point of view and work closely with developers and the marketing, sales and service hub consultants on complex HubSpot rollouts
Work closely with the client, our back-end developers and CTO to{{:}}
Uncover and define goals and objectives from all parties
Deep dives with the client and client meetings
Mapping and logic defining
Defining scenarios and testing integrations
Assist in developing integration best practices
Assist in creating/adapting "templates" and processes to follow in an integration project
Understand the platforms that integrate with HubSpot out of the box (i.e. Gmail, Vidyard, Salesforce and other connect partners
4) Perform Technology AuditsAnalyse and provide recommendations on how clients can follow their technology best practice
Feed into the technology audit template and process and help define and improve it as tech releases new features
Ensure junior team members understand how to use the template and are helping to identify opportunities with existing clients as well as opportunities with new and past clients
5) Reporting and AnalyticsHelp define how success is measured on each tech solution across the marketing, sales and service hubs.
Ensuring integrated reporting across the tech solutions to enable closed-loop reporting and ensure integrations meet these criteria
6) Monitor Requirements of Technology Features and Connect Partners Keep up to date and present back to the agency on technology features and Connect Partners
Keep up to date with any new technology products, features and changes to existing features
Have knowledge of the connect partner channel
Communicate relevant changes internally and to clients and ensure these are adopted within the agency and within client accounts
7) Conduct Data Migration Review and analyse data structures, entities, objects and review the relationships with an Entity Relationship Diagram
Interrogation of sample data provided by clients and review data for quality and provide a template for how the data should be cleaned, deduped and how it should be provided for migration
Define data mapping and logic (fields, flow, cadence, etc.) and input into the proposed ERD
For data migrations that are done via CSV, the HubSpot Solutions Architect will be responsible for doing the migration
Conducting Quality Assurance and UAT on the data migrations
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