Open Position:

Part-Time RevOps Solutions Architect

Location:

US-Based, Remote

Job Level:

Mid Level (5 years’ experience)

The Job:

At ClearPivot, we build high-impact revenue operations systems on the HubSpot and Salesforce platforms that turn marketing and RevOps leaders into heroes. We are seeking a great Solutions Architect to join our team and help our company build out fantastic solutions for our clients.

The Person:

The ideal candidate is a strategic thinker with expertise in HubSpot and Salesforce. They listen to a client’s goals, needs, and challenges, build consensus as needed, and design solutions that fulfill those goals. They combine strong data management skills, business understanding, and excellent communication and collaboration abilities.

Responsibilities:

Solutions Architect day-to-day responsibilities often include a combination of the following:

Solution design

  • Customer journey lifecycle mapping
  • Process mapping
  • System architecture mapping
  • Standard operating procedure (SOP) creation

Data Management

  • Contact lifecycle stages
  • Marketing attribution
  • Lead Scoring
  • Segmentation & Lists
  • Campaign Management
  • Data architecture
  • Data quality
  • Data governance

Analytics

  • Marketing Analytics
  • Marketing attribution reporting
  • Lifecycle stages & lead scoring
  • Campaign reporting
  • Sales analytics
  • CRM data analytics

Automation

  • Marketing automation
  • Business process automation

AI implementation

  • AI agent & assistant deployment
  • Knowledge layer / semantic layer management
  • Agent evaluation & training
  • HubSpot Breeze context configuration
  • Knowledge Vault build-out
  • Customer, Prospecting, and Data Agent deployment

System integration

  • HubSpot & Salesforce
  • HubSpot and other systems (e.g. NetSuite, Sage 100, QuickBooks, ConnectWise, Coda/Superhuman, Snowflake/Databricks, Outreach/Salesloft, ZoomInfo)
  • Custom API integrations

Revenue Hub / Quote-to-Cash

  • Products, quotes/CPQ, orders, contracts
  • Invoicing & payment collection workflows
  • Revenue Hub integrations (NetSuite, other ERPs, QuickBooks, Stripe)

Adoption & Change Management

  • Stakeholder alignment & executive sponsorship
  • Change impact assessment
  • Communication planning & rollout
  • User training & enablement
  • Resistance management
  • Adoption tracking & reporting

Skillsets:

Technical:

  • HubSpot CRM
  • Salesforce CRM
  • One other marketing automation platform (e.g. Marketo, SFMC, etc.)
  • Excel / Google Sheets
  • Flowcharting / diagramming
  • Scrum project management
  • Familiarity with AI agent/assistant configuration (e.g. Claude, HubSpot Breeze)
  • Preferred:
    • Familiarity with CPQ/billing systems (e.g. NetSuite, QuickBooks, Stripe)
    • Exposure to webhooks and custom-code workflow actions

Interpersonal:

  • Change management skills
  • Strong written and verbal communication skills
  • Strong emotional intelligence
  • Strong attention to detail