Presales Solutions Architect

Full-Time | Fully Remote | SA

Working Hours: Monday–Friday, 8:00 a.m. – 5:00 p.m. U.S. Eastern Time

Compensation: R50 000 ZAR | USD 3050

Language: Fluent English required, written and spoken

Role Overview

We are hiring a Senior Presales Solutions Architect to sit at the intersection of sales, technology, client strategy, and technical delivery.

This role is ideal for someone who understands HubSpot deeply, can lead technical discovery with confidence, design scalable CRM solutions, and help prospects clearly understand how the right solution can solve their business challenges.

You will act as a technical authority throughout the sales cycle and early implementation stages, ensuring that proposed solutions are technically sound, commercially realistic, scalable, maintainable, and aligned with client goals.

Key Responsibilities

1. Presales Discovery and Solution Consulting

Lead discovery calls and technical sales conversations to understand prospect challenges, goals, systems, and business requirements.

Act as the technical expert in the sales process, helping prospects understand how HubSpot and Wendt Partners’ services can solve their problems.

Design and present tailored HubSpot and services solutions that clearly map to prospect needs.

Deliver product demonstrations, proofs of concept, and technical presentations that differentiate our offering.

Evaluate prospect requirements and recommend the right combination of HubSpot hubs, tiers, integrations, and service packages.

Partner with account executives to craft proposals that are technically sound, commercially realistic, and aligned with client goals.

Translate technical concepts into clear business value for senior stakeholders and non-technical decision-makers.

2. Solution Architecture and Technical Design

Lead the design of end-to-end HubSpot solutions, including CRM architecture, data models, automation frameworks, lifecycle stages, reporting structures, and integrations.

Translate complex business requirements into scalable, technically sound solution designs.

Define data structures, lifecycle models, system logic, permissions, governance standards, and automation approaches.

Evaluate architectural options, including trade-offs, risks, feasibility, and scalability considerations.

Identify technical risks early and guide solution direction proactively.

Ensure solution designs align with client objectives, HubSpot best practices, and long-term business growth.

Create clear technical specifications that can be understood and executed by delivery teams.

3. Scope Validation and Sales-to-Delivery Handoff

Collaborate with sales, delivery, operations, and technical teams to validate feasibility and scope accuracy.

Translate requirements into clearly defined and accurately estimated solution plans.

Review scopes of work, statements of work, project outlines, and technical assumptions before they go to the client.

Ensure client commitments made during the sales process can be confidently delivered.

Act as the bridge between sales and delivery, preserving context, quality, and technical clarity throughout the deal cycle.

Flag risks, challenge assumptions, and push back where needed to protect client outcomes, delivery capacity, and commercial accuracy.

Support smooth handoffs so delivery teams have the context, documentation, and technical direction needed to start successfully.

4. HubSpot Implementation and Client Onboarding Support

Lead or contribute to client onboarding, technical planning sessions, and initial HubSpot configuration.

Advise clients on HubSpot best practices, platform strategy, and configuration across CRM, Marketing Hub, Sales Hub, Service Hub, Operations Hub, and CMS Hub where relevant.

Support delivery teams in resolving technical blockers, refining solutions, and maintaining alignment with the original client vision.

Contribute to hands-on implementation where required, including automation, API integrations, system configuration, and technical troubleshooting.

Design and support back-end integrations between HubSpot and external systems.

Help ensure clients feel confident, prepared, and well-supported from day one.

5. Technical QA, Governance, and Delivery Standards

Serve as a senior QA authority across technical solution deliverables.

Review implementations, including workflows, integrations, code, automations, data structures, and HubSpot configuration.

Ensure technical work aligns with approved architecture, delivery standards, and quality expectations.

Support QA processes, testing frameworks, delivery checklists, and documentation standards.

Support UAT, regression testing, and post-deployment validation.

Ensure consistency, reliability, scalability, and maintainability across technical delivery.

Provide guidance on technical governance, system optimization, and long-term platform health.

6. Client-Facing Communication and Stakeholder Management

Present and explain architectural decisions to both technical and non-technical stakeholders.

Build trust with prospects and clients through technical credibility, clear communication, and practical recommendations.

Support technical escalations and complex problem-solving across client engagements.

Communicate risks, trade-offs, recommendations, and solution options clearly and confidently.

Partner with internal teams to ensure client expectations are realistic, aligned, and well managed.

Represent Wendt Partners as a trusted advisor during discovery, solution design, proposal, onboarding, and early implementation phases.

Required Experience and Skills

5+ years of experience in presales, solutions architecture, senior HubSpot consulting, CRM implementation, or systems integration.

Deep working knowledge of HubSpot across multiple hubs, including CRM, Marketing Hub, Sales Hub, Service Hub, and Operations Hub.

Strong experience designing scalable HubSpot solutions across CRM architecture, data models, automation logic, lifecycle stages, reporting, and integrations.

Proven ability to translate business requirements into solution designs, technical specifications, implementation plans, and scopes of work.

Experience scoping and estimating complex implementation projects with a focus on accuracy, feasibility, and deliverability.

Experience with APIs, back-end integrations, workflow automation, technical troubleshooting, and data architecture.

Strong understanding of HubSpot governance, objects, pipelines, properties, permissions, lifecycle stages, automation, and best practices.

Excellent communication and presentation skills, with confidence presenting to senior stakeholders and decision-makers.

Strong ability to translate technical concepts into clear business value for non-technical audiences.

Experience working cross-functionally with sales, delivery, operations, and technical teams.

Ability to challenge assumptions, identify risks, and guide teams toward practical, scalable solutions.

Nice to Have

HubSpot certifications.

Bachelor’s degree in Computer Science, Information Systems, Software Engineering, Business Technology, or a related field.

Experience working with U.S.-based clients.

Experience in a consultancy, agency, HubSpot partner, SaaS, or software delivery environment.

Experience with external platforms such as Salesforce, QuickBooks, NetSuite, Zapier/Make, Arrows, or custom APIs.

Front-end HubSpot CMS development experience, including themes, templates, and modules.

Experience supporting commercial proposals, statements of work, and technical sales processes.

Success Traits

The right person for this role is technically strong, commercially aware, solutions-oriented, and confident leading discovery, demos, technical conversations, and solution presentations.

You are highly accountable, analytical, structured, detail-oriented, and comfortable operating in fast-moving sales and delivery environments.

You are strong in technical judgment, problem-solving, risk identification, and communication with both technical and non-technical stakeholders.

You are collaborative, constructive, and committed to delivery excellence. You are comfortable providing technical leadership, not just execution, and can build trust quickly with prospects, clients, sales teams, and delivery teams.

What Success Looks Like ?

Prospects leave discovery calls and demos with a clear understanding of how our solutions solve their problems.

Solution designs are technically sound, commercially realistic, and aligned with client goals.

Scopes of work are accurate, clearly defined, and deliverable by the implementation team.

Sales and delivery teams trust you as the go-to technical authority throughout the deal cycle.

Clients onboard smoothly and feel confident in the solution they have purchased.

Delivery teams receive clear documentation, technical direction, and context after handoff.

Technical risks are identified early and managed before they become delivery issues.

Win rates improve as a result of your technical credibility and ability to build trust with stakeholders.

How You’ll Work

You’ll work closely with sales and account executives, delivery leadership, project managers, HubSpot platform consultants, developers, integration teams, marketing, operations, and client stakeholders across Operations, Sales, Marketing, Service, and RevOps.

What We Offer

Remote work.

A collaborative, high-performing delivery culture.

Opportunities for professional development and HubSpot certifications.

Competitive compensation and benefits.

The chance to work on complex HubSpot builds with global clients.

The opportunity to influence both sales strategy and technical delivery quality.

Working Model

Fully remote role based in South Africa.

Required availability: Monday–Friday, 8:00 a.m. – 5:00 p.m. U.S. Eastern Time.

Fluent English required, written and spoken.

Please complete this form to submit your application - https://forms.gle/WB6fizpHhEhgXfEQ8

Please note: If you do not hear from us within 10 days of submitting your application, please consider your application unsuccessful. Only shortlisted candidates will be contacted.