HubSpot CRM Consultant (Delivery Lead)
hace 19 días
Manchester
Reporting to: Head of Delivery Team: HubSpot Location: Hybrid (Manchester) About the agency & the team Karman Digital is a UK-based HubSpot consultancy specialising in CRM, RevOps, integrations and web. We help professional services and regulated firms get more value from HubSpot by designing for humans first — adoption, trust in data, and behaviour change — not just platform configuration. We work in short cycles, stay close to clients, and aim for visible progress early. Clear ownership, simple standards, and pragmatic decision-making matter here. The role in a nutshell You’ll do two jobs, properly: • HubSpot CRM Consultant — design and improve the CRM so it supports how teams work day-to-day., • Delivery Lead — run delivery on your client accounts: keep priorities clean, outcomes clear, risks visible early, and momentum steady. You’ll thrive in this role if you: • Take ownership of outcomes (not just tasks) and close loops without being chased, • Ask “why?” early, test assumptions, and simplify the problem, • Keep momentum without dropping the quality bar, • Are comfortable leading clients through prioritisation, trade-offs, and change What success looks like • Clients describe delivery as calm, clear, and confidence-building., • Adoption increases because the system is simple, believable, and fits how people work., • Data quality improves and stays improved (definitions, governance, and habits stick)., • Reporting becomes something leaders use in decision-making — not a dashboard graveyard., • Work ships incrementally, with usable progress early — no big-bang launches. Responsibilities Delivery • Lead the delivery cadence for your client accounts (planning, weekly rhythm, review, retros)., • Keep scope honest and priorities clean; when new asks appear, you surface options and trade-offs., • Make risk visible early, then manage it actively (context, options, recommendation)., • Maintain a high quality bar using simple, visible standards (definition of done, peer checks, acceptance criteria)., • Keep delivery tooling usable (clear owners, decisions written down, dependencies called out)., • Define clear milestones with the client early (what “done” means, what decisions are needed, and what changes for users)., • Plan and deliver against milestones: keep dependencies visible, manage scope within the milestone guardrails, and make progress easy to see., • Use milestones to anchor stakeholder comms: what we’ve achieved, what’s next, what’s at risk, and what we need from them. HubSpot CRM consulting • Hands-on build and optimisation in HubSpot: you’ll configure, test, iterate, and improve the portal in line with agreed outcomes and milestones., • Diagnose what’s really driving issues: adoption friction, unclear process, weak definitions, poor data trust., • Design and configure HubSpot CRM in a way that supports real behaviour:, • lifecycle stages and pipelines that reflect reality, • objects/properties that are minimal, meaningful, and governable, • workflows/automation that remove admin rather than add steps, • reporting that leaders trust because definitions are consistent, • Translate goals into clear user stories and acceptance criteria that the team can ship confidently., • Support stakeholder alignment across marketing, sales and service where needed., • Design for adoption from the start: interative releases, feedback loops, and “what changes for who?” made explicit., • Run practical enablement sessions based on real scenarios (not platform tours)., • Create lightweight documentation and handover materials that prevent “super-user dependency”. AI-first delivery (core to how we work) AI is a core part of how we work, but it’s a human enhancer, not the decision-maker. The consultant leads, applies judgement, and stays accountable for outcomes. • Use AI throughout discovery and delivery to improve speed of learning, quality of thinking, and consistency of execution., • Turn messy inputs (calls, emails, notes, data exports) into clear outputs: diagnostic summaries, options, decisions, risks, and next actions., • Use AI to strengthen quality: peer review of requirements, automation logic checks, report definition checks, edge-case prompts, and test scenario generation., • Use AI to improve client experience: clearer comms, tighter alignment, better documentation, fewer meetings., • Contribute to our internal AI approach: share prompts, templates, and patterns; raise issues early (accuracy, governance, security), and help standardise what good looks like. Skills, competencies and experienceWhat you bring • Strong hands-on HubSpot CRM experience (design, configuration, troubleshooting, optimisation)., • Delivery experience: you can run a cadence, manage priorities, and keep stakeholders aligned., • Clear communication: you can explain trade-offs in plain English, and you write things down., • Pragmatic judgement: you can make decisions with incomplete info and validate quickly., • Comfort with the “people side”: adoption, habits, and behaviour change. Helpful (not essential) • RevOps experience across marketing/sales/service alignment., • Experience in professional services or regulated environments., • Integration exposure (iPaaS, APIs, data mapping/validation). Is this a role for you? You’ll thrive in this role if you: • Care about people and outcomes — you build trust with clients and you’re thoughtful about team dynamics, not just delivery mechanics., • Take ownership of outcomes (not just tasks) — you pick things up, close loops, and don’t wait to be chased., • Are naturally curious — you ask “why?” early, test assumptions, and don’t accept vague answers when the stakes are real., • Prefer practical progress over theory — you can make sensible trade-offs, keep momentum, and still protect quality., • Bring calm and clarity — when things get messy, you steady the room, simplify the decision, and make the next step obvious., • Enjoy autonomy and accountability — you want trust, and you’re comfortable with the responsibility that comes with it.
