CRM Solutions Consultant

Are you passionate about solving complex challenges and helping businesses succeed with innovative solutions? We're looking for a Solutions Consultant who thrives in a dynamic environment, working closely with clients to understand their needs and deliver tailored strategies. If you're ready to make an impact and grow with a supportive team, we'd love to hear from you

JOB ROLE FOR SOLUTIONS CONSULTANT

About Sharesource:

We are a BCorp company whose purpose is to democratise opportunities for individuals from developing countries. With our brand and culture empowering our partners to attract and keep the most qualified members, we share the knowledge to unleash potential and grow scaling teams for Australian and Canadian businesses.

What are we looking for?
The Solutions Consultant will be responsible for executing large-scale data migration and CRM remediation projects, supporting our HubSpot Operations team. This role involves close collaboration with the Solutions Consulting team and in-house developers to implement marketing automation, integration, reconfiguration, and sales/service projects. Additionally, you will provide continuous support throughout the onboarding lifecycle. A key aspect of this role is managing, extracting, and merging large volumes of data from complex sources while ensuring timely and efficient project delivery.

What are you expected to do?

• Assist the Solutions Consulting team in defining business requirements during the scoping phase of integration and reconfiguration projects.

• Technically implement HubSpot automation across all Hubs and assess data to deliver insightful project analysis.

• Manage key stakeholders throughout the project lifecycle to meet project expectations.

• Facilitate HubSpot account setup tasks and configurations.

• Create and manage properties or pipelines based on project spreadsheets in collaboration with clients.

• Handle data synchronization and curation.

• Collaborate with development and project teams to implement workflows, ensuring operational efficiency.

• Provide regular progress reports and updates on project status.

You'll be a great fit if:

• You have at least 5 years of experience as a Solutions Consultant or in a similar role, handling CRM-related projects — ideally with extensive hands-on experience in HubSpot.

• You have proven experience working on CRM and marketing automation projects, preferably with HubSpot across all Hubs (Marketing, Sales, Service).

• You have strong technical expertise in data manipulation, merging, curation, and synchronization across multiple complex data sources.

• You have hands-on experience with HubSpot portal configuration, including property and pipeline setup, automation, and workflow implementation.

• You have experience with project delivery methodologies and creating client-facing documentation (e.g., progress reports).

• You have exceptional written and verbal communication abilities.

• You have strong collaboration skills with a high level of attention to detail.

• You have a proven track record in successful project delivery.

• You have a high level of customer-centricity.

Here are the benefits of joining our team:

• Competitive salary and professional development

• Collaborative client partnerships and a fun, inclusive work environment

• Opportunities for leadership, expertise, and global client exposure

• Monthly coaching, training, and career development

• Remote work flexibility and a flexible hybrid model

• Engage in social impact activities and industry impact

• Achieve work-life balance and flexibility to support personal commitments

• Comprehensive HMO coverage with one free dependent (depending on the employment type)

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Why work for Sharesource?

Our clients come from all walks of life and so do we. We hire hundreds of skillful individuals from a wide variety of backgrounds, genders, and personalities to live out our diverse culture and make a positive impact on the world

Our 5 Values:

• Make a social impact: We balance our work for client teams and for society by constantly making a positive impact.

• Be proactive: We encourage brave thinking and continuous improvement, and drive change through action.

• Create value: We create measurable values for our stakeholders: our teams, partners, suppliers, investors, and communities.

• Be fair, open and honest: We foster equality and inclusivity in a supportive environment that embraces diversity and celebrates achievements.

• Add fun, passion and love: We prioritise fun and passion, fostering higher engagement and a positive can-do attitude.

What makes us different?

Our culture code. You will be a part of our vibrant company culture and experience a workplace where your contributions are valued, your growth is encouraged, and your opinion is respected:

• Challenged, autonomous, momentum

• Learning, growth mindset

• Lead by our values

• Heard, cared for, make good friends

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What happens after you submit your application?

The whole process takes around 4 weeks:

• There will be 3-4 interviews and a possible assessment from our client partner. You will undergo an initial interview, a culture interview, and 1-2 interviews with our cool client. This will run for about 1-2 weeks but we will let you know if we need to ramp it up. Be yourself and have fun.

• We will constantly communicate with you as to the development of your application. You can also directly communicate with us to ask us about the status of your application.

• If all goes well, we complete the reference check and provide other necessary requirements so we can offer you the job right away.

We would be grateful if you have these already:

1. Fit to Work/Health Card (Basic 5 employment medical tests)

2. NBI Clearance

3. Social IDs - PHIC, SSS, HDMF, TIN

4. Character references with contact info

At Sharesource, we believe in the value of diversity and inclusion. We are committed to creating a diverse, respectful, and inclusive workplace, and we do not discriminate based on factors such as race, gender, religion, sexual orientation, or disability.