Master Consultant, HubSpot & CRM Solutions

Overview

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Requisition Number: 2026-8488

Job Summary :

Shape how growing organizations leverage CRM technology to drive meaningful business transformation. As a Master Consultant, you'll serve as a trusted advisor to executives and business leaders, helping clients reimagine sales, marketing, customer engagement, and operational processes through innovative HubSpot and Creatio solutions.

In this role, you'll lead complex implementation and transformation initiatives from strategy through execution, combining technical expertise, business consulting, and client leadership to deliver measurable results. You'll also play a key role in mentoring team members, influencing solution strategy, supporting business development, and helping drive the future of our CRM consulting practice.

Responsibilities

Essential Responsibilities:

• Lead complex HubSpot and Creatio implementations from discovery and solution design through deployment, adoption, and optimization.

• Partner with client leaders to assess business processes, define requirements, and recommend solutions aligned with organizational goals.

• Architect scalable CRM solutions across sales, marketing, customer service, reporting, automation, data, and integrations.

• Lead solution design sessions and review configuration, integrations, data migration, testing, and deployment activities for quality and alignment.

• Serve as a trusted advisor by identifying process and technology gaps, resolving complex delivery challenges, and communicating recommendations to executive stakeholders.

• Partner with project managers to manage scope, financial performance, timelines, risks, resources, and change control.

• Mentor consultants and technical team members through design guidance, delivery coaching, and quality reviews.

• Create reusable tools, processes, and implementation standards that improve delivery consistency and client outcomes.

• Support business development through discovery, demonstrations, solution scoping, estimates, proposals, and statements of work.

• Help expand client relationships and develop new HubSpot and Creatio solutions and service offerings.

Knowledge, Skills and Abilities

Required Qualifications:

• Bachelor’ of Science Degree in Business, Technology, or Computer Science or an equivalent combination of education and experience.

• 7+ years of relevant professional services experience, or 10+ years of related industry experience with at least 1+ years in professional services.

• Advanced experience leading complex, end-to-end CRM implementations, including discovery, solution architecture, configuration, integrations, data migration, testing, training, and deployment.

• Advanced hands-on HubSpot experience, including hubs, objects, properties, workflows, pipelines, permissions, reporting, automation, and integrations.

• Demonstrated ability to advise executive stakeholders, lead client workshops, make complex solution decisions, and oversee engagement quality and performance.

• Experience coaching and mentoring consulting or technical professionals.

• At least one advanced certification aligned with the primary product or solution area.

Preferred Qualifications:

• Advanced Creatio implementation and configuration experience.

• Experience integrating CRM platforms with ERP, marketing automation, analytics, financial, or other enterprise systems.

• Experience supporting presales, proposals, estimates, and statements of work.

• Multiple advanced certifications in CRM, integration, data, automation, or related technologies

Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit hisLinkedIn (https://www.linkedin.com/in/bdzanic/) page to connect!

#LI-REMOTE #LI-BD1

Additional Details

Additional Details:

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected] .

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $117,000-$158,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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Job LocationsUS

Job ID 2026-8488

Category Consulting and advisory

Remote Yes