Engagement type: Independent contractor

Work location: Remote

Time commitment: Up to 20 hours per week

Monthly contract fee: CAD $3,000–$4,000, based on experience and the agreed scope of services

Application deadline: August 14, 2026 About Erickson

Erickson Coaching International is a integral provider of coach training, leadership development, and organizational solutions. We are seeking an experienced technical professional to help strengthen our CRM foundations, improve the customer and learner experience, integrate systems, and responsibly expand the use of AI across the organization.

Position

Summary The Senior CRM, Integration & AI Solutions Architect will lead the design, implementation, integration, and continuous optimization of Erickson’s CRM, automation, and AI ecosystem, with HubSpot serving as the central customer and learner journey platform. The role works cross-functionally across Erickson’s key departments to translate business requirements into scalable CRM processes, automated workflows, system integrations, reporting capabilities, and responsible AI-enabled solutions. This is a senior, hands-on role combining solution architecture, HubSpot platform ownership, business-process design, systems integration, technical implementation, and organizational enablement.

The successful contractor will both design solutions and take an active role in configuring, building, testing, launching, documenting, and improving them. Key Responsibilities

Lead CRM, integration, automation, and AI initiatives from discovery and requirements gathering through solution design, implementation, testing, launch, documentation, and post-launch optimization.

Own and maintain Erickson’s HubSpot roadmap, identifying and prioritizing opportunities to improve lead management, customer and learner journeys, lifecycle progression, operational efficiency, reporting, data quality, and platform adoption.

Configure and optimize HubSpot, including CRM properties, pipelines, lifecycle stages, segmentation, lead scoring and routing, workflows, permissions, dashboards, reporting, and data-management processes.

Assess business processes and translate cross-functional requirements into practical and scalable solutions using HubSpot configuration, third-party applications, workflow automation, custom development, or AI-enabled capabilities.

Design and support integrations between HubSpot and other organizational systems, including websites, learning platforms, internal knowledge sources, finance and operational systems, analytics tools, AI services, and third-party applications.

Develop responsible AI-enabled customer and learner experiences, which may include personalized communications, learning-pathway recommendations, facilitator briefing packages, contextual digital assistants, knowledge retrieval, and operational process automation.

Establish appropriate standards for CRM data quality, privacy, consent management, system security, access controls, AI accuracy, human review, testing, monitoring, and documentation.

Create clear technical and operational documentation and provide training, guidance, and knowledge transfer to support consistent platform adoption across Erickson.

Coordinate effectively with external platform, implementation, and technical-support providers,



ensuring issues and requests are managed through resolution.

Monitor the performance and business impact of implemented solutions and continuously identify opportunities for improvement.

Initial

Areas of Focus

Initial priorities may include

Assessing Erickson’s existing HubSpot configuration, workflows, integrations, reporting, data quality, and user adoption, and developing a prioritized improvement roadmap.

Strengthening lead management, lifecycle progression, segmentation, customer communications, database hygiene, and cross-functional reporting.

Designing more personalized and automated customer and learner journeys across inquiry, enrollment, program participation, completion, and continued engagement.

Piloting high-value AI use cases, such as automated facilitator briefing packages, personalized learner communications, learning recommendations, and contextual AI assistants.

Establishing scalable technical foundations and governance standards for future CRM, integration, automation, and AI initiatives.

Required Qualifications and Experience

Five or more years of relevant experience in CRM implementation, business systems, automation, integration, solution architecture, or a related field.

At least three years of substantial hands-on HubSpot experience, including implementation, configuration, administration, workflow development, reporting, integration, and platform optimization.

Demonstrated experience leading end-to-end technical or business-systems initiatives, from requirements gathering and solution design through testing, launch, documentation, and ongoing support.

Strong ability to understand complex business processes and translate them into scalable CRM configurations, workflows, integrations, automation, and reporting solutions.

Experience working with APIs, webhooks, authentication methods, JSON, data transformations, and third-party system integrations.

Experience using integration and workflow-automation platforms such as Make, Zapier, n8n, Workato, or comparable tools.

Working knowledge of JavaScript, Python, or a comparable programming language for custom scripts, integrations, workflow extensions, and data processing.

Practical experience implementing generative AI capabilities using OpenAI APIs or comparable platforms, including prompt and context design, structured outputs, tool integration, knowledge retrieval, and Retrieval-Augmented Generation.

Understanding of structured and unstructured data, knowledge-source integration, data governance, privacy, consent management, system security, and role-based access controls.

Strong project-management, stakeholder-management, documentation, and communication skills.

Ability to explain technical concepts, implementation options, risks, and trade-offs clearly to non-technical stakeholders.

Preferred

Qualifications

Relevant HubSpot certifications or equivalent advanced practical experience.

Experience developing AI assistants,



copilots, recommendation systems, retrieval-based applications, or AI-enabled business workflows.

Familiarity with HubSpot CMS, vector databases, AI agent orchestration, and modern AI integration frameworks.

Experience in education, learning technology, coaching, professional development, or another service-based organization.

Experience with analytics, experimentation, user-behaviour analysis, or A/B testing.

Independent Contractor

Terms and Working Arrangements

This is an independent contractor engagement and does not constitute an employment relationship. The successful contractor will:

provide services remotely for up to 20 hours per week, based on agreed priorities, deliverables, and timelines;

manage their working schedule while remaining available for agreed cross-functional meetings and reasonable collaboration across time zones;

provide and maintain their own reliable computer, secure high-speed internet connection, telephone, private workspace, and other general equipment required to perform the services;

maintain appropriate device security, password protection, software updates, data safeguards, and a confidential working environment;

be responsible for their own business registration, taxes, insurance, statutory obligations, and routine operating expenses, subject to the final agreement and applicable law;

submit invoices in accordance with the payment terms established in the independent contractor agreement; and comply with Erickson’s confidentiality, privacy, data-security, intellectual-property, and acceptable-use requirements.

Erickson will provide access to the internal systems, organization-specific accounts, information, and approved software required to complete the agreed services. The final scope, deliverables, payment terms, confidentiality requirements, intellectual-property provisions, and termination terms will be documented in a written independent contractor agreement.

Application and Selection Process Interested candidates should complete the online application form and submit a current résumé by August 14, 2026. The anticipated recruitment timeline is:

August 3: Application opens

August 14: Application deadline

August 17–18: Initial application review

August 18: Take-home assignment sent to selected candidates

August 21: Take-home assignment deadline

August 24–28: Interviews and candidate presentations

First week of September: Reference checks, final selection, and offer Selected candidates will be asked to complete a time-boxed take-home assignment designed to assess HubSpot solution design, systems integration, AI implementation, data governance, prioritization, and communication. Candidates should spend no more than two hours completing the assignment. Accessibility and Accommodation

Erickson Coaching International is committed to providing an inclusive and accessible recruitment process.

Applicants requiring accommodation at any stage of the recruitment process should indicate this in the designated Accessibility and Accommodation section of the application. Applicants are not required to disclose a diagnosis, disability, or personal medical information. Accommodation information will be handled confidentially and separately from the candidate-assessment process.

📌 Senior CRM, Integration & AI Solutions Architect (Madrid)
🏢 Erickson Coaching International
📍 Madrid