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, a growing B2B consulting firm, is looking for a Client Engagement Consultant to manage and grow relationships with existing clients. In this role, you will lead recurring client conversations, learn how each business operates, uncover challenges and opportunities, and help clients identify ways Salesforce or HubSpot could better support their goals. You will serve as the bridge between clients and the company’s technical CRM team - asking thoughtful discovery questions, clarifying requests, and translating business needs into clear next steps for internal specialists. You will also help turn identified needs into additional projects by coordinating internal scoping, presenting proposed solutions, and guiding clients through the decision process. This is not a CRM developer or solution architect position. The ideal candidate has enough Salesforce or HubSpot knowledge to speak credibly about the platform’s capabilities, combined with strong business acumen, consultative communication, relationship management, and commercial judgment. 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...

Summary and match are AI-generated; verify details on the original posting.

Listed via Himalayas. All sources