The Solutions Architect (SA) is the technical and strategic lead across client engagements, owning the full lifecycle from discovery through solution design, planning, and delivery oversight. This is a senior individual contributor role with significant client-facing responsibility. You will lead complex discovery processes, design scalable HubSpot solutions, and ensure alignment between business requirements, CRM architecture, and delivery execution. You’ll work across multiple engagements simultaneously, partnering with Consultants, automation engineers, and developers in an agile delivery environment (sprints, epics)—setting the standard for solution quality, technical design, and system integrity. When needed, you’ll go hands-on to ensure the build reflects the intended design. What You’ll Do Account Level: Technical Ownership & Strategic Support Maintain a strong understanding of each client’s business model, HubSpot maturity, and tech stack Act as the technical voice of the client , ensuring delivery teams have the context needed to execute effectively Identify opportunities to expand impact (RevOps gaps, automation opportunities, underutilized HubSpot capabilities) Partner with Consultants and Customer Delivery Managers (CDMs) to support solution scoping and technical sales Proactively identify and escalate technical risks, scope gaps, and misalignment with clear recommendations Initiative Level: End-to-End Solution Design Lead discovery sessions with executives and stakeholders to define goals, pain points, and success metrics Develop Business Solution Designs (high-level architecture), including: HubSpot configuration strategy Integration architecture (ERP, middleware, third-party tools) Process gaps and system dependencies Build and sequence Epic Plans (sprints, dependencies, delivery roadmap) Lead solution design reviews and drive client alignment and sign-off Conduct technical research (feasibility, integrations, proofs-of-concept) for complex requirements Ensure seamless handoff to delivery teams with clear documentation and shared understanding Stay engaged through build and stabilization to ensure solutions are delivered as designed Process Level: Deep System & Workflow Design Design and document end-to-end business processes (lead lifecycle, pipeline management, quote-to-cash) Translate processes into HubSpot architecture , including: Pipelines, objects, properties, and associations Workflow automation and logic Integration points and data flow Document decision logic, edge cases, and system interactions to eliminate ambiguity during build Build complex or sensitive components when needed (custom-coded actions, advanced workflows, integrations) Pressure-test solutions against real-world operations to avoid over-engineering or misalignment Validate that final builds match design intent—and own resolution when they don’t