Senior CRM Consultant - HubSpot & Creatio

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: 2026-8480

Job Summary :

We're looking for a Senior CRM Consultant with deep HubSpot expertise to help organizations transform the way they attract, engage, and serve their customers. In this role, you'll partner directly with clients to understand their business goals, design scalable CRM solutions, and lead successful implementations across HubSpot and Creatio environments.

From discovery and solution design through configuration, testing, training, and go-live, you'll serve as a trusted advisor guiding clients through every stage of their CRM journey. You'll collaborate with cross-functional teams, drive adoption, solve complex business challenges, and help organizations unlock the full value of their technology investments while delivering measurable business outcomes.

Responsibilities

Essential Responsibilities:

• Proposes solutions or alternatives that are linked to client business needs and proactively notifies the team leader of project timeline pressures and suggests solutions.

• Develops solutions based on client requirements and in-depth knowledge of standard applications.

• Collects and analyzes relevant data, conducts client interviews, prepare workpapers and reports, and serve as lead subject matter expert.

• Communicates with clients on functional deliverables and work plan status and issues for both client and internal projects to Project Manager.

• Organizes, establishes, and monitors progress on project work plans to ensure projects are completed on time and within budget.

• Monitors out-of-scope requests to ensure proper change management is communicated.

• Trains, mentors and/or serves as performance coach to Consultant I’s and Consultant II’s. Delegates and leverages work to ensure staff development.

• Actively participates with opportunity leaders or regional teams in business development activities as subject matter experts.

• Leads and participates in research and development and foundational efforts to position the team to learn, develop and deliver innovative solutions to the market.

Knowledge, Skills and Abilities

Required Qualifications:

• Bachelor’s Degree or an equivalent combination of education and experience.

• 5+ years’ experience in a professional services firm or 5+ years of private industry experience focused on appropriate technical area with 1+ years in professional services.

• 5+ years of hands-on experience implementing and configuring HubSpot solutions for clients or internal business teams.

• 5+ years of experience leading or supporting CRM implementation activities such as discovery, requirements gathering, solution design, configuration, data migration, testing, training, and go-live support.

• Experience supporting end-to-end HubSpot and/or Creatio implementations, including discovery, solution design, configuration, data migration, testing, deployment, training, and post-launch support.

• Experience configuring HubSpot hubs, objects, properties, workflows, pipelines, permissions, reporting, and integrations to support client business processes.

• Works towards obtaining additional appropriate advanced certifications.

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 $88,000-$118,000, 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 2026-8480

Category Consulting and advisory

Remote Yes