
Lead-to-Order Technical Architect
3Core Systems, Inc
contract
Posted on:
Location Type: Remote
Location: United States
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Job Level
About the role
- Own the technical architecture across the full funnel: Lead Generation, Lead Nurturing, MQL, SQL, Opportunity, Quote, Order, Invoice
- Design scalable solutions that connect HubSpot with Microsoft Dynamics 365 and downstream systems.
- Define lifecycle stages, lead scoring models, and routing logic across systems.
- Ensure alignment between marketing, sales, and finance data models.
- Identify automation opportunities across the funnel using AI and advanced analytics.
- Architect and optimize lead capture mechanisms (forms, landing pages, campaign integrations).
- Design and implement advanced lead scoring frameworks (behavioural, demographic, firmographic, predictive scoring).
- Enable automated lead nurturing journeys and intelligent segmentation strategies.
- Define marketing attribution models and performance tracking dashboards.
- Architect funnel reporting and conversion analytics across the lifecycle.
- Ensure clean handoff processes between MQLs and SQLs within HubSpot and Microsoft Dynamics 365.
- Apply AI-driven insights to improve targeting, personalization, and funnel conversion rates.
- Architect HubSpot Marketing Hub and Sales Hub solutions aligned with enterprise revenue architecture.
- Design and govern bi-directional data synchronization between HubSpot and Microsoft Dynamics 365.
- Define workflows, automation rules, lifecycle stages, custom objects, and reporting frameworks.
- Implement multi-touch attribution and campaign performance measurement.
- Leverage HubSpot’s AI capabilities for content optimization, predictive lead scoring, and automation enhancements.
- Optimize segmentation, reporting, and campaign intelligence using AI-powered insights.
- Architect solutions within Microsoft Dynamics 365 Sales / Customer Engagement.
- Design CPQ frameworks including pricing logic, discount governance, bundling, and approval workflows.
- Define order orchestration and ERP integration strategies (e.g., Dynamics 365 Finance & Operations).
- Ensure seamless data flow from Closed-Won opportunities into order and billing systems.
- Support subscription models and recurring revenue scenarios.
- Leverage AI capabilities within Dynamics (e.g., sales insights, forecasting intelligence, Copilot features) to improve sales effectiveness and pipeline visibility.
- Define API-first and event-driven integration strategies across HubSpot, Dynamics 365, ERP, and billing systems.
- Establish data governance and master data management standards across the funnel.
- Prevent duplication and ensure clean synchronization between marketing and CRM systems.
- Partner with analytics teams to enable revenue intelligence and predictive modeling.
- Design data models that support machine learning and AI-driven insights.
- Define middleware architecture (MuleSoft, Boomi, Azure Integration Services).
- Evaluate and incorporate modern AI tools (e.g., generative AI, copilots, workflow automation agents) to enhance system performance, documentation, solution design, and operational efficiency.
- Establish architecture blueprints for marketing and revenue systems.
- Create reusable integration patterns and automation templates.
- Conduct system health checks and scalability assessments.
- Ensure compliance with data privacy regulations (GDPR, CAN-SPAM, etc.).
- Mentor teams on best practices in architecture and AI-enabled productivity.
Requirements
- 8+ years of enterprise systems architecture experience.
- 5+ years of experience in Lead-to-Order / Marketing-to-Revenue processes.
- Strong hands-on experience designing solutions in HubSpot (Marketing Hub & Sales Hub).
- Strong experience with Microsoft Dynamics 365 Sales / Customer Engagement.
- Deep understanding of:
- Lead generation strategies
- Funnel optimization
- Lead scoring methodologies (including predictive scoring)
- Lifecycle stage management
- Campaign automation
- Marketing attribution models
- Experience integrating HubSpot with Microsoft Dynamics 365.
- Expertise in API design and system integration.
- Working knowledge of AI tools applied to marketing automation, CRM optimization, and revenue analytics.
- Strong knowledge of revenue operations processes.
- HubSpot certifications (Marketing Hub, Sales Hub, CMS Hub) preferred.
- Microsoft Dynamics 365 certifications preferred.
- Experience with Dynamics 365 Finance & Operations preferred.
- Experience implementing AI-driven marketing or sales intelligence solutions preferred.
- Knowledge of subscription billing and SaaS revenue models preferred.
- Experience with iPaaS platforms (MuleSoft, Boomi, Azure Integration Services) preferred.
- TOGAF or similar architecture certification preferred.
- Experience in high-growth or digital transformation environments preferred.
Benefits
- Remote work options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
enterprise systems architecturelead-to-order processesmarketing-to-revenue processessolution design in HubSpotMicrosoft Dynamics 365 Saleslead generation strategiesfunnel optimizationlead scoring methodologiescampaign automationAPI design
Soft Skills
mentoringcollaborationcommunicationproblem-solvinganalytical thinking
Certifications
HubSpot Marketing Hub certificationHubSpot Sales Hub certificationHubSpot CMS Hub certificationMicrosoft Dynamics 365 certificationTOGAF certification