A8 Team
Strategic Solutions Consultant
Remote
Now Hiring!
The Strategic Solutions Consultant supports the Director of Strategy in delivering high-impact strategic Feasibility, Migration and Optimization engagements for clients. This client-facing role combines strong organizational skills, project management, HubSpot platform expertise, and the ability to clearly translate complex business challenges into actionable solutions.
About You
- Experience in a client-facing role
- Proficiency in HubSpot
- Strong organization and documentation skills
- A bias for action, attention to detail, and comfort working across teams
- Experience with Lucidchart for process mapping
- Experience with RevOps practices
- Understanding of Data Migrations and Mapping
- HubSpot Admin Capabilities
- Basic understanding of Salesforce Administration
- Clear documentation and scalable processes for each engagement
A Normal Day in This Role:
Client Strategy Support
- Join client calls to gather requirements, present recommendations, and capture strategic needs
- Translate client business objectives into HubSpot-centered strategic roadmaps
- Prepare strategy deliverables such as process maps, audits, gap analyses, and user stories
Project & Deliverable Management
- Keep track of deadlines, action items, and documentation for strategy engagements
- Maintain internal strategy templates, frameworks, and collateral
- Help manage internal handoffs from strategy to delivery
HubSpot Demos & Configuration
- Build out HubSpot demo environments to showcase strategic solutions
- Configure sample pipelines, workflows, reports, or dashboards for strategic presentations
- Assist in feasibility assessments by evaluating platform capabilities
Act as the primary point of contact for clients, contributing to discovery sessions and clearly defining solution requirements.
About Us
Aptitude 8 is an Elite HubSpot Solutions Partner and technical consulting firm specializing in revenue operations, CRM architecture, and complex marketing automation. We work with high-growth companies to deliver scalable, strategic solutions on top of the HubSpot platform.
A8 Team
Finance Assistant
Remote
Now Hiring!
The Finance Assistant plays a critical role in ensuring the seamless operation of Aptitude 8’s internal systems, processes, and financial platforms. This position supports the organization through the timely execution of financial and operational business processes and collaborating with the Business Operations Manager to optimize efficiency. The role focuses on managing accounts receivable and payable, assisting with financial reporting, and supporting operational functions to maintain organizational flow and health.
Key deliverables include:
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Maintaining healthy cash flow through timely invoicing, client payment application, and proactive collections.
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Managing vendor payments and transaction records to ensure accuracy and efficiency.
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Supporting accurate financial reporting via timely reconciliation of bank and credit card accounts in preparation for month-end close.
Skills
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Intermediate knowledge of Salesforce (dashboard creation, reporting, custom fields)
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Experience with accounting systems such as QuickBooks or AccountingSeed
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Familiarity with financial processes like AP/AR, general ledger, and profit & loss reporting
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Highly organized with the ability to manage multiple tasks and projects
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Strong problem-solving and critical thinking skills
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Effective communicator who can collaborate across levels and departments
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Solutions- and operations-oriented mindset
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Eager to learn, improve processes, and iterate for efficiency
About You
You're a detail-oriented, systems-savvy professional who thrives in a fast-paced, collaborative environment. You enjoy solving problems, optimizing processes, and ensuring things run smoothly behind the scenes. You take pride in being dependable and accurate, especially when it comes to financial tasks, and you’re not afraid to learn new tools or systems. Whether it's reconciling statements or helping a teammate troubleshoot a Salesforce issue, you’re ready to jump in and get it done efficiently.
A Normal Day in This Role:
Your primary responsibilities will center around financial administration, with a mix of operational support tasks. A typical day may include:
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Updating account and billing contacts
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Executing ACH transactions
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Managing collections and external communications with clients
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Performing transaction matching and reconciliations
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Preparing financial reports
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Closing out financials at the end of the month
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Making updates to reports and dashboards for various departments
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Provisioning projects and setting up accounts in Salesforce
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Troubleshooting lightweight system issues
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Making light field and workflow edits in systems
You’ll also be expected to work closely with contractors, vendors, and internal teams, ensuring that all financial tasks are completed with accuracy and timeliness.
About Us
Aptitude 8 is an Elite HubSpot Solutions Partner and technical consulting firm specializing in revenue operations, CRM architecture, and complex marketing automation. We work with high-growth companies to deliver scalable, strategic solutions on top of the HubSpot platform.
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