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.

The role in a nutshell

You’ll do two jobs, properly:

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

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.

What success looks like

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.

Responsibilities

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.

Skills, competencies and experience

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)

Experience in professional services or regulated environments.

Is this a role for you?

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.

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