(ARCHIVED) Client Engagement Consultant – CRM (Salesforce OR HubSpot exp. req.)

Client Engagement Consultant – CRM (Salesforce OR HubSpot exp. req.) Location: must reside in the United States / must be able to work ET business hours Salary: $100,000 - $120,000 + Project-based Commission (~5-8k annually) + Benefits Benefits: Medical, Dental, Vision, 401k w/ 4% Match, Holidays, Unlimited PTO Job Type: Full-Time | Work from Home Typical Hours: Monday – Friday, 8:00 AM – 5:00 PM ET Travel: Less than 5% domestic travel for client or company events Start Date: ASAP Sponsorship is not available

Client Engagement Consultant – CRM (Salesforce OR HubSpot exp. req.) Description

Our client in the B2B consulting space is looking for a Client Engagement Consultant – CRM to add to their remote team in the United States. In this role, you will manage a portfolio of B2B clients, lead discovery conversations, uncover business needs, and identify ways clients can get more value from their Salesforce and/or HubSpot CRM. You will clarify unclear requests, ask thoughtful follow-up questions, and translate client goals into clear next steps for internal technical teams. Our client is looking for someone with strong B2B client-facing CRM or account management experience, business acumen, and experience gathering requirements or managing client-driven projects. Hands-on Salesforce and/or HubSpot CRM experience is required, but consultative communication and business understanding outweigh technical depth. This is a great opportunity to own client relationships, identify growth opportunities within existing accounts, and make a direct impact in a small, collaborative consulting environment.

Client Engagement Consultant – CRM (Salesforce OR HubSpot exp. req.) Responsibilities

• Manage client relationships for assigned B2B accounts as the primary point of contact
• Lead recurring calls, discovery conversations, and project discussions within existing accounts
• Uncover client goals, pain points, process gaps, and new growth opportunities
• Translate business needs into CRM recommendations and project plans
• Partner with internal CRM and technical teams to execute client solutions
• Support Salesforce and/or HubSpot reporting, dashboards, and workflows
• Support user setup, fields/properties, process improvements, and adoption
• Create project timelines, documentation, process guides, and training materials
• Lead client training sessions and support CRM adoption efforts
• Monitor client CRM usage and recommend improvements to drive efficiency and growth
• Manage client priorities, deadlines, scope, and internal team capacity
• Stay current on CRM platform updates that may benefit clients

Client Engagement Consultant – CRM (Salesforce OR HubSpot exp. req.) Qualifications

• 3+ years of Salesforce (Sales Cloud) OR HubSpot (Marketing/Sales Hub) experience required
• 2+ years of B2B client-facing experience required
• Experience managing multiple client relationships/accounts simultaneously required
• Experience gathering requirements and translating needs into solutions required
• Comfortable asking questions to uncover needs and identify new project opportunities required
• Strong communication, organization, and problem-solving skills required