Aptitude 8

Project Manager

• Define clear project goals, deliverables, timelines, and required resources.
• Communicate project plans and processes to internal teams and appropriate stakeholders.
• Coordinate and schedule discovery sessions and requirements verification calls with client stakeholders.
• Attend daily stand-ups to gather status updates; prepare status updates for client presentation.
• Manage project budgets and provide client budget updates and reporting throughout the project lifecycle.
• Proactively identifying technical and other project risks, and addressing any technical issues that come up.
• Acting as a main point of contact for project status, host project meetings providing regular updates to internal and external stakeholders and team members.

Solutions Engineer

• Attend client discovery calls and lead technical scoping conversations
• Assess technical feasibility of requested solutions and identify edge cases
• Create and maintain clear documentation: requirement docs, data mappings, architecture diagrams, decision logs
• Own documentation handoffs to delivery and development teams
• Review HubSpot instances to recommend object models, automation logic, and API-based configurations
• Stay current with HubSpot releases and advise clients on new capabilities or workarounds
• Collaborate with developers to align on build approach and identify blockers early
• Communicate potential risks or technical limitations to both internal and external stakeholders
• Support client-facing project managers with clarifications, documentation, and technical insights
• Build scalable templates, checklists, or frameworks to streamline documentation efforts
• Occasionally contribute to internal solutioning for A8 processes or client escalations

Revenue Operations

• Meet with clients to gather requirements, present recommendations, and capture strategic business and RevOps technology needs.
• Evaluate current business operations to identify inefficiencies and recommend solutions to increase cost-effectiveness and performance.
• Translate client business objectives into strategic HubSpot and RevOps roadmaps with consideration to existing client systems and integrations.
• Prepare strategy deliverables such as process maps, audits, gap analyses, and user stories.
• Update dashboards, workflows, and reports; provide regular reports on strategy, risks, and issues to executive leadership.
• Determine which projects to pursue by reviewing and assessing project proposals based on criteria such as technical and operational feasibility, strategic alignment, and impact.
• Assist with project planning and ensure that solutions align with business goals.
• Maintain clear documentation and scalable processes for each engagement
• Keep track of deadlines, action items, and documentation for strategy engagements
• Maintain internal strategy templates, frameworks, and collateral.
• Help manage project handoffs from strategy to delivery services.
• Act as the primary point of contact for clients, contributing to discovery sessions and clearly defining solution requirements.
• Build out HubSpot demo environments to showcase strategic solutions; present solutions to client executive teams and key stakeholders.
• Assist in feasibility assessments by evaluating platform capabilities
• Configure sample pipelines, workflows, reports, or dashboards for strategic presentations.

Senior Project Intake Consultant – RevOps Strategy

Consultant

• Serve as the strategic and technical lead for enterprise-level HubSpot engagements
• Lead complex enterprise client projects, including implementations, integrations, migrations, and custom developments on the HubSpot platform
• Build scalable, multi-hub solutions that leverage advanced HubSpot features (custom objects, workflows, Operations Hub, APIs, webhooks) and third-party integrations
• Design clear, documented solution frameworks (diagrams, process maps)
• Establish best practices for data governance, hygiene, and technical solutioning across the practice
• Serve as the primary strategic advisor for senior stakeholders, from directors to C-suite, building trust and long-term partnerships
• Lead discovery sessions, executive workshops, and steering committees to shape solutions aligned with business goals
• Translate complex technical designs into actionable business value for non-technical audiences
• Manage UAT processes, secure stakeholder sign-off, and ensure adoption of delivered solutions
• Lead consultants within project teams by setting direction, clarifying priorities, and ensuring high-quality execution
• Oversee portfolio health: balancing budgets, utilization, delivery risks, and client satisfaction
• Delegate and QA deliverables, ensuring quality across engagements
• Contribute to practice-wide IP, service offerings, and thought leadership
• Own overall delivery success, ensuring on-time, on-budget, and high-value outcomes
• Help identify and scope expansions, renewals, and change orders within client accounts
• Support sales opportunities through solutioning, scoping, and executive-level presentations

Principal Consultant, HubSpot

• Report to Solutions Architect Team Lead and support Sales Team to drive deals and technical solutions
• Show clients HubSpot capabilities and architect solutions meeting client requirements
• Craft vision for solutions and share compelling user stories with prospects
• Co-sell deals alongside A8 and HubSpot’s Sales Teams
• Build demo portals and Proof of Concepts to support Sales Process
• Produce scopes of work for projects
• Review technical documentation to assess feasibility
• Architect business and technical solutions for prospects during the pre-sale phase
• Contribute to the Solution Architect body of knowledge
• Serve as a technical SME for delivery teams post-sale

Solutions Architect

• Orchestrates governance for enterprise-scale technical consulting engagements; partners with C-suite stakeholders, aligns deliverables with enterprise objectives, and ensures success through rigorous planning and risk management.
• Build and maintain detailed project plan frameworks with work breakdown structures, critical paths, and dependency tracking.
• Manage governance processes such as steering committee protocols, escalation paths, and decision frameworks; develop project charters connecting technical deliverables to enterprise objectives.
• Cultivate and nurture client relationships, establishing clear expectations and communication cadences; provide executive reporting.
• Drive cross-functional alignment across technical teams, business units, vendors, and distributed delivery teams.
• Implement robust hours budget monitoring frameworks with real-time burn rate analysis, earned value management, and predictive forecasting models.
• Conduct variance analysis and provide executives with forecasts and performance-to-plan.
• Manage scope modifications and change orders with full impact assessments on budget and timeline.
• Maintain RAID logs with mitigation strategies and contingency planning; track critical dependencies.
• Lead UAT adoption readiness, stage-gate reviews, milestone tracking, and acceptance criteria.
• Develop executive dashboards and KPI tracking; prepare status updates for steering committees.
• Ensure transparent communication through real-time visibility tools and stakeholder portals.

Project Manager

Solutions Engineer

Senior Project Intake Consultant – RevOps Strategy

Principal Consultant, HubSpot

Solutions Architect

Enterprise Project Manager