
11 - 50 employees
Founded 2018
💼 Consulting
🤝 B2B
🤖 Artificial Intelligence
Consulting • B2B • Artificial Intelligence
Vantage Point is a senior-led, AI-augmented Salesforce and HubSpot consulting firm focused on regulated and compliance-heavy industries. Founded by a former financial-services COO, the company delivers CRM implementations, system integrations, AI-driven personalization and analytics, managed services, and compliance/security solutions for clients in financial services, healthcare, and other regulated sectors. Vantage Point emphasizes senior-level delivery (the team you meet is the team that delivers), has completed 400+ engagements with a high client retention rate, and provides strategic advisory, change management, and ongoing platform optimization for Salesforce and HubSpot ecosystems.
🔥 3 hours ago
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11 - 50 employees
Founded 2018
💼 Consulting
🤝 B2B
🤖 Artificial Intelligence
Consulting • B2B • Artificial Intelligence
Vantage Point is a senior-led, AI-augmented Salesforce and HubSpot consulting firm focused on regulated and compliance-heavy industries. Founded by a former financial-services COO, the company delivers CRM implementations, system integrations, AI-driven personalization and analytics, managed services, and compliance/security solutions for clients in financial services, healthcare, and other regulated sectors. Vantage Point emphasizes senior-level delivery (the team you meet is the team that delivers), has completed 400+ engagements with a high client retention rate, and provides strategic advisory, change management, and ongoing platform optimization for Salesforce and HubSpot ecosystems.
• Own ongoing client relationships — you're their go-to across the full HubSpot suite • Lead delivery across all phases of managed service engagements, from onboarding through continuous improvement cycles • Run process workshops and strategic conversations around marketing automation, CRM, sales enablement, and RevOps • Proactively identify opportunities to expand and improve what HubSpot is doing for your clients — don't wait to be asked • Keep deliverables on track, on time, and high quality • Jump into pre-sales conversations and help shape proposals when needed • Help the team grow by sharing what you know and brainstorming solutions together
• 3+ years in a HubSpot consulting or implementation role • Hands-on experience across two or more Hubs (Marketing, Sales, Service, Operations, or CMS) • HubSpot certifications — the more the better • A background in a regulated or B2B services industry is a big plus
• N/A
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