HubSpot CRM Consultant (Delivery Lead)

Karman Digital is a UK-based HubSpot consultancy specialising in CRM, RevOps, integrations and web. We help professional services and regulated firms get more value from HubSpot by designing for humans first - adoption, trust in data, and behaviour change - not just platform configuration.

We work in short cycles, stay close to clients, and aim for visible progress early. Clear ownership, simple standards, and pragmatic decision-making matter here.

You’ll do two jobs, properly:

1. HubSpot CRM Consultant - design and improve the CRM so it supports how teams work day-to-day.

2. Delivery Lead - run delivery on your client accounts: keep priorities clean, outcomes clear, risks visible early, and momentum steady.

You’ll thrive in this role if you:

• Take ownership of outcomes (not just tasks) and close loops without being chased

• Ask “why?” early, test assumptions, and simplify the problem

• Keep momentum without dropping the quality bar

• Are comfortable leading clients through prioritisation, trade-offs, and change

• Bring people with you - clients and teammates - without needing to be the loudest voice

This is consultancy-first: you’ll challenge assumptions, simplify complexity, and make sensible trade-offs. There’s scope to grow into senior consulting, RevOps leadership.

• Clients describe delivery as calm, clear, and confidence-building.

• Adoption increases because the system is simple, believable, and fits how people work.

• Data quality improves and stays improved (definitions, governance, and habits stick).

• Reporting becomes something leaders use in decision-making - not a dashboard graveyard.

• Work ships incrementally, with usable progress early - no big-bang launches.

Delivery

• Lead the delivery cadence for your client accounts (planning, weekly rhythm, review, retros).

• Keep scope honest and priorities clean; when new asks appear, you surface options and trade-offs.

• Make risk visible early, then manage it actively (context, options, recommendation).

• Maintain a high quality bar using simple, visible standards (definition of done, peer checks, acceptance criteria).

• Keep delivery tooling usable (clear owners, decisions written down, dependencies called out).

• Define clear milestones with the client early (what “done” means, what decisions are needed, and what changes for users).

• Plan and deliver against milestones: keep dependencies visible, manage scope within the milestone guardrails, and make progress easy to see.

• Use milestones to anchor stakeholder comms: what we’ve achieved, what’s next, what’s at risk, and what we need from them.

HubSpot CRM consulting

• Hands-on build and optimisation in HubSpot: you’ll configure, test, iterate, and improve the portal in line with agreed outcomes and milestones.

• Diagnose what’s really driving issues: adoption friction, unclear process, weak definitions, poor data trust.

• Design and configure HubSpot CRM in a way that supports real behaviour:

  • lifecycle stages and pipelines that reflect reality

  • objects/properties that are minimal, meaningful, and governable

  • workflows/automation that remove admin rather than add steps

  • reporting that leaders trust because definitions are consistent

• Translate goals into clear user stories and acceptance criteria that the team can ship confidently.

• Support stakeholder alignment across marketing, sales and service where needed.

• Design for adoption from the start: interactive releases, feedback loops, and “what changes for who?” made explicit.

• Run practical enablement sessions based on real scenarios (not platform tours).

• Create lightweight documentation and handover materials that prevent “super-user dependency”.

AI-first delivery (core to how we work)

• AI is a core part of how we work,  but it’s a human enhancer, not the decision-maker. The consultant leads, applies judgement, and stays accountable for outcomes.

• Use AI throughout discovery and delivery to improve speed of learning, quality of thinking, and consistency of execution.

• Turn messy inputs (calls, emails, notes, data exports) into clear outputs: diagnostic summaries, options, decisions, risks, and next actions.

• Use AI to strengthen quality: peer review of requirements, automation logic checks, report definition checks, edge-case prompts, and test scenario generation.

• Use AI to improve client experience: clearer comms, tighter alignment, better documentation, fewer meetings.

• Contribute to our internal AI approach: share prompts, templates, and patterns; raise issues early (accuracy, governance, security), and help standardise what good looks like.

What you bring

• Strong hands-on HubSpot CRM experience (design, configuration, troubleshooting, optimisation).

• Delivery experience: you can run a cadence, manage priorities, and keep stakeholders aligned.

• Clear communication: you can explain trade-offs in plain English, and you write things down.

• Pragmatic judgement: you can make decisions with incomplete info and validate quickly. 

• Comfort with the “people side”: adoption, habits, and behaviour change.

Helpful (not essential)

• RevOps experience across marketing/sales/service alignment.

• Experience in professional services or regulated environments.

• Integration exposure (iPaaS, APIs, data mapping/validation).

You’ll thrive in this role if you:

• Care about people and outcomes - you build trust with clients and you’re thoughtful about team dynamics, not just delivery mechanics.

• Take ownership of outcomes (not just tasks) - you pick things up, close loops, and don’t wait to be chased.

• Are naturally curious - you ask “why?” early, test assumptions, and don’t accept vague answers when the stakes are real.

• Prefer practical progress over theory - you can make sensible trade-offs, keep momentum, and still protect quality.

• Bring calm and clarity - when things get messy, you steady the room, simplify the decision, and make the next step obvious.

• Enjoy autonomy and accountability - you want trust, and you’re comfortable with the responsibility that comes with it.