Aptitude 8

Solutions Engineer

• Support automations, data models, and new processes within the HubSpot platform while contributing to custom developments and integrations for external clients.
• Work on scalable, tailored solutions that address client business needs.
• Identify areas of continuous improvement via optimizations and iterations to existing client portals.
• Confidently and accurately solve complex problems using HubSpot-centered solutions.
• Create diagrams and process maps using tools like Lucidchart to illustrate solutions clearly.
• Act as a point of contact for clients; proactively identify, prioritize, and communicate client engagement needs.
• Strategically identify opportunities for HubSpot solutions that align with client goals and objectives.
• Participate in sprint cadences, plan work accordingly, and attend weekly sprint meetings with clients.
• Present technical concepts as actionable business use cases, ensuring clarity and alignment with client goals.
• Participate in user acceptance testing (UAT) with clients, ensuring deliverables meet quality expectations.
• Train clients on deliverables and platform processes; train the trainer sessions.
• Work closely with Delivery Leads, Senior Consultants, and technical resources to execute tasks and ensure seamless execution.
• Work with other consultants and internal teams to conduct quality assurance (QA) on deliverables.
• Perform backlog grooming and task prioritization for new and existing Managed Services clients.
• Support existing HubSpot features, including API integrations and webhooks while maintaining data integrity and governance.
• Execute small-batch data migrations, property setups, and third-party app integrations to ensure seamless transitions for clients.
• Stay updated on HubSpot beta features and other technological advancements to deliver cutting-edge solutions.

Junior HubSpot Solutions Consultant

Human Resources

• Collect, organize, update, and maintain employee data (personal info, employment history, leave, etc.) in core business systems
• Maintain updated information in systems; assist with data visualization and team enablement
• Data & personnel provisioning in Salesforce, HRIS and other core business systems including exports, imports, hygiene, and executive reporting
• Ensure data privacy (GDPR, etc.) and adherence to labor laws; manage confidential files
• Provide oversight of core business systems ensuring accurate data, permissions, and reporting
• Maintain the HRIS system, troubleshoot issues, and provide training to other employees
• Set up, review, and troubleshoot new Operations projects and personnel in the project management system
• Troubleshooting any lightweight system bugs, provisioning issues, and connections for team members in core business systems
• Perform lightweight data audits as needed for continued operational efficiency
• Identify efficiency projects in and tangential to core business systems
• Payroll: compute commissions, bonuses, and deductions; process payroll runs
• Ensure adherence to federal, state, and local laws; prepare payroll reports for management and audits
• Answer questions, resolve discrepancies, and handle payroll-related issues
• Work with HR and Finance to ensure data accuracy in both finance and HRIS systems
• Provide HRIS maintenance and support; confidently and confidentially work within HR systems for maintenance, data updates, and reporting
• Answer standard employee inquiries in a timely manner
• Provide ad hoc HR project support

HR Data Administrator

• Lead client projects, including implementations, integrations, migrations, and custom developments on the HubSpot platform.
• Develop scalable, tailored solutions that address client business needs, leveraging HubSpot's advanced features and third-party integrations.
• Advise clients while bringing strategic value regardless of relationship or technical familiarity with the existing ecosystem.
• Confidently and accurately build strategies to solve complex problems using HubSpot-centered solutions.
• Create diagrams and process maps (using tools like LucidChart) to illustrate solutions clearly.
• Act as a point of contact for clients, contributing to discovery sessions and clearly defining solution requirements.
• Drive sprint cadence, plan work accordingly, and conduct weekly sprint meetings with clients.
• Present technical concepts as actionable business use cases, ensuring clarity and alignment with client goals.
• Manage and lead user acceptance testing (UAT) with clients, ensuring deliverables meet quality expectations.
• Train clients on deliverables and platform processes; lead train the trainer and direct training sessions.
• Work closely with Delivery Leads and technical resources to validate project scope, execute tasks, provide guidance, and ensure seamless execution.
• Write detailed task specifications and delegate to other team members as needed.
• Conduct quality assurance (QA) on deliverables and provide coaching to team members where needed.
• Plan, configure and manage HubSpot features, including workflows, custom objects, APIs / webhooks, and 3rd party systems integrations.
• Execute data migrations, property setups, and 3rd party app integrations to ensure seamless transitions for clients.
• Stay updated on HubSpot beta features and other technological advancements to deliver cutting-edge solutions.

Junior HubSpot Solutions Consultant

HR Data Administrator

Solutions Consultant, HubSpot