Solutions Architect

Job summary

Lead the design and implementation of complex HubSpot-based CRM solutions to optimize B2B sales and revenue processes. Act as the primary technical consultant for clients while managing project delivery, integrations, and team mentorship.

Job details

Set 2 Close is a HubSpot Elite Partner agency passionate about empowering businesses to maximize their sales and marketing potential. We partner with fast-growing startups and established mid-sized firms across North America, Australia, and Europe to deliver advanced inbound sales, marketing systems, and complex tech stack integrations. Our culture and operating philosophy are anchored by five core values: TEAM (Trust, Empathy, Accountability, Mastery): We lead with trust, practice empathy, own our outcomes, and relentlessly pursue mastery. Partner Growth is our Obsession: We build relationships that compound over time, measuring ourselves by what our partners achieve. Data Informed, Outcome Driven: We do not guess when we can measure; every decision is traceable to evidence and accountable to a result. Professional Excellence, Every Day: Our partners deserve an expert in the room, every time. Excellence is our minimum standard. Never Walk Alone: No partner faces a challenge without us beside them, and no team member carries a problem alone. One unit. One scoreboard. The Role We’re Looking For a Senior Revenue Solutions Architect with 5 years or more of CRM and/or ERP development experience. Are you enthusiastic about HubSpot and experienced in B2B revenue operations, sales, or marketing? We’re seeking a Senior Revenue Solutions Architect to lead the design and oversee the implementation of advanced CRM strategies that drive client revenue and success. This remote position offers flexibility to work from anywhere while mentoring team members and providing expert guidance in a supportive, values-driven team. Responsibilities Lead CRM Solution Design: Design and architect complex HubSpot-based CRM solutions tailored to client needs, focusing on optimizing B2B sales and revenue processes, aligned with our value of Innovation via Progress. Analyze Business Needs: Independently assess and define client workflows, identify sales-related pain points, and propose strategic solutions that enhance performance, embodying Stewardship. Oversee Project Execution: Own project delivery, managing resources, scope, and timelines, ensuring effective implementation while upholding our If You’re Not First, You’re Last commitment to excellence. Facilitate Integrations: Architect and manage the integration of CRM systems with complex client tools, including advanced data modeling, migration, and custom development. Client Communication: Act as the primary technical consultant, using your B2B sales experience to explain strategic solutions and gather feedback, reflecting You Never Walk Alone through teamwork. Deliver Training: Design and lead client training sessions to ensure smooth adoption of CRM solutions, emphasizing sales team enablement. Continuous Learning & Mentorship: Stay updated on HubSpot features, CRM trends, and B2B sales strategies, and mentor team members to improve processes and client outcomes. Qualifications Degree or certification in Computer Science, Information Systems, Business, or a related field (or equivalent experience). Required Skills Mandatory Technical Experience: 5+ years of experience in CRM or ERP development, architecture, or implementation. CRM Expertise: 5+ years of hands-on experience with HubSpot (or similar enterprise CRM/marketing automation platforms), with a proven history of designing and leading complex CRM solutions. B2B/Revenue Operations Experience: 5+ years of experience in B2B sales or revenue operations, with a proven track record of engaging clients and defining sales/marketing processes. Architectural & Analytical Mindset: Demonstrated ability to independently analyze complex business and revenue processes, identify strategic opportunities, and design end-to-end technical solutions. Project Leadership: Proven ability to own and lead complex, cross-functional projects, including scope management, risk mitigation, and timeline adherence. Strong Communication: Clear verbal and written communication skills, with the ability to explain complex technical concepts to non-technical audiences and connect with sales teams. Preferred Skills Experience leading client training or documentation, particularly for sales teams. Advanced understanding of data analysis or reporting tools for sales metrics. Prior experience in a client-facing or consulting role combining sales and technical expertise. Deep understanding of Revenue Architecture and Predictable Revenue Models. Competitive Compensation and Benefits: Highly competitive senior-level salary and comprehensive benefits package. Join a collaborative team that lives by You Never Walk Alone, strives for excellence (If You’re Not First, You’re Last), and acts with Stewardship. Drive client success and Set 2 Close’s growth through impactful, revenue-focused projects. Ready to Join a Values-Driven Team and Drive Revenue Innovation? Join Set 2 Close and help businesses thrive by delivering revenue-driven CRM solutions rooted in our core values. Apply today to join us as a Senior Revenue Solutions Architect!

What you’ll do

Lead the design and implementation of complex HubSpot-based CRM solutions to optimize B2B sales and revenue processes. Act as the primary technical consultant for clients while managing project delivery, integrations, and team mentorship.

Requirements

Requires 5+ years of experience in CRM/ERP development and HubSpot expertise, alongside a strong background in B2B revenue operations. A degree in Computer Science, Business, or a related field is required or equivalent experience.

Benefits

• Comprehensive Benefits Package

Listed skills

• Project management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• HubSpot
• CRM Architecture
• ERP Development
• B2B Revenue Operations
• Solution Design
• Data Modeling
• Project Management
• Client Consulting
• Technical Training
• Business Process Analysis
• CRM Integration
• Data Migration
• Revenue Architecture
• Stakeholder Communication
• Sales Enablement
• Strategic Planning

Job areas

• Consulting
• Software
• Technology
• Sales
• Marketing