Job Description
Job Overview
Insight Global’s client is seeking a highly experienced HubSpot Solutions Architect to support a fast-growing organization in the solar energy and HVAC space serving both commercial and residential clients. We are looking for someone who can quickly step in, assess their current HubSpot environment, and transform it into a fully optimized, sales-driven platform.
This is a 3-month contract engagement with the potential for extension. The ideal candidate will be responsible for understanding the company’s vision for how HubSpot should function, then designing and executing a scalable strategy that improves sales processes, increases efficiency, and drives overall business performance.
Day to Day Duties of the Job
Assess the companies current HubSpot instance and identify what needs to be redesigned so the platform supports a true sales process rather than basic project tracking.
Build and optimize pipelines, deal stages, contact and company structures, lead routing, and CRM properties so HubSpot aligns with how the business actually sells.
Configure and improve sales workflows and automations so leads, opportunities, follow-ups, and internal actions move through the correct process with less manual work.
Set up and optimize sequences, templates, and rep follow-up structure so the team can use HubSpot more effectively for outbound activity and pipeline management.
Design how HubSpot should support proposal generation, RFP response workflows, and sales content creation, including the use of HubSpot AI tools where appropriate.
Evaluate, recommend, and implement ways to connect HubSpot to their internal tools, systems, and software, including ERP or operational platforms.
Determine whether integrations should be handled through native app integrations, HubSpot Data Sync, middleware like Zapier/Make, or custom API development depending on complexity and business need.
Build dashboards and reporting that help leadership and sales teams understand pipeline health, rep activity, sales progress, and operational bottlenecks.
Create documentation, best practices, and governance around data cleanliness, user adoption, and system administration.
Train end users on how to properly use HubSpot for sales execution, proposal support, and day-to-day workflow management.
Serve as the primary strategic and technical resource for making HubSpot the central platform for their sales operations.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
5+ years of hands-on experience building, optimizing, and administering HubSpot in a sales-driven environment.
Strong knowledge of HubSpot Sales Hub, including pipelines, lifecycle stages, workflows, automation, and reporting.
Experience implementing and structuring the Service Hub and Marketing Hub.
Experience designing scalable CRM processes that improve lead flow, pipeline visibility, and sales execution.
Background supporting proposal, RFP, or sales documentation workflows within HubSpot or similar platforms.
Experience connecting HubSpot to other business systems, such as internal tools, ERPs, or operational software.
Ability to translate business needs into a practical HubSpot architecture and rollout plan.
Strong communication skills and ability to work across both technical and non-technical stakeholders.
Comfortable working in PST time zone.
Nice to Have Skills & Experience
Experience in energy, industrial, construction, or other complex B2B sales environments.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.