Lead-to-Order Enterprise Architect
Apex Systems, New York, NY, United States
Job Title: Enterprise Architect (Lead-to-Order)
Duration: 12+ Month Contract + Potential extension/conversion
Rate: $100/hr - $120/hr (depending on experience)
Location: Remote
Main Requirements:
Strong understanding of enterprise architecture
Expert in lead to order funnel process
Needs to understand IVR's/call centers and how that fits into the CRM
MS Dynamics & Hubspot
Job Description
The Lead-to-Order (L2O) Technical Architect is responsible for designing and governing the end-to-end Marketing-to-Revenue technology ecosystem - from lead generation through opportunity, quote, order, and billing.
This role requires a strong understanding of marketing automation, lead lifecycle management, funnel optimization, AI-enabled automation, and revenue operations, in addition to deep technical architecture expertise. The architect ensures seamless integration across HubSpot, Microsoft Dynamics 365, CPQ, Order Management, ERP, and Billing systems to drive scalable growth, operational efficiency, and data integrity across the revenue funnel.
The ideal candidate blends marketing systems knowledge with enterprise architecture capabilities and actively leverages modern AI tools to improve system design, automation, reporting, and decision-making.
Key Responsibilities
Marketing-to-Revenue Architecture Ownership
Own the technical architecture across the full funnel:
Lead Generation Lead Nurturing MQL SQL Opportunity Quote Order Invoice
Design scalable solutions that connect HubSpot with Microsoft Dynamics 365 and downstream systems.
Define lifecycle stages, lead scoring models, and routing logic across systems.
Ensure alignment between marketing, sales, and finance data models.
Identify automation opportunities across the funnel using AI and advanced analytics.
Marketing Systems & Funnel Expertise
Architect and optimize lead capture mechanisms (forms, landing pages, campaign integrations).
Design and implement advanced lead scoring frameworks (behavioral, demographic, firmographic, predictive scoring).
Enable automated lead nurturing journeys and intelligent segmentation strategies.
Define marketing attribution models and performance tracking dashboards.
Architect funnel reporting and conversion analytics across the lifecycle.
Ensure clean handoff processes between MQLs and SQLs within HubSpot and Microsoft Dynamics 365.
Apply AI-driven insights to improve targeting, personalization, and funnel conversion rates.
HubSpot Expertise
Architect HubSpot Marketing Hub and Sales Hub solutions aligned with enterprise revenue architecture.
Design and govern bi-directional data synchronization between HubSpot and Microsoft Dynamics 365.
Define workflows, automation rules, lifecycle stages, custom objects, and reporting frameworks.
Implement multi-touch attribution and campaign performance measurement.
Leverage HubSpot's AI capabilities for content optimization, predictive lead scoring, and automation enhancements.
Optimize segmentation, reporting, and campaign intelligence using AI-powered insights.
Microsoft Dynamics 365 & Revenue Systems Architecture
Architect solutions within Microsoft Dynamics 365 Sales / Customer Engagement.
Design CPQ frameworks including pricing logic, discount governance, bundling, and approval workflows.
Define order orchestration and ERP integration strategies (e.g., Dynamics 365 Finance & Operations).
Ensure seamless data flow from Closed-Won opportunities into order and billing systems.
Support subscription models and recurring revenue scenarios.
Leverage AI capabilities within Dynamics (e.g., sales insights, forecasting intelligence, Copilot features) to improve sales effectiveness and pipeline visibility.
Integration, Data & AI Architecture
Define API-first and event-driven integration strategies across HubSpot, Dynamics 365, ERP, and billing systems.
Establish data governance and master data management standards across the funnel.
Prevent duplication and ensure clean synchronization between marketing and CRM systems.
Partner with analytics teams to enable revenue intelligence and predictive modeling.
Design data models that support machine learning and AI-driven insights.
Define middleware architecture (MuleSoft, Boomi, Azure Integration Services).
Evaluate and incorporate modern AI tools (e.g., generative AI, copilots, workflow automation agents) to enhance system performance, documentation, solution design, and operational efficiency.
Governance & Standards
Establish architecture blueprints for marketing and revenue systems.
Create reusable integration patterns and automation templates.
Conduct system health checks and scalability assessments.
Ensure compliance with data privacy regulations (GDPR, CAN-SPAM, etc.).
Mentor teams on best practices in architecture and AI-enabled productivity.
Required Qualifications
8+ years of enterprise systems architecture experience.
5+ years of experience in Lead-to-Order / Marketing-to-Revenue processes.
Strong hands-on experience designing solutions in
HubSpot (Marketing Hub & Sales Hub).
Strong experience with
Microsoft Dynamics 365 Sales / Customer Engagement.
Deep understanding of:
Lead generation strategies
Funnel optimization
Lead scoring methodologies (including predictive scoring)
Lifecycle stage management
Campaign automation
Marketing attribution models
Experience integrating HubSpot with Microsoft Dynamics 365.
Expertise in API design and system integration.
Working knowledge of AI tools applied to marketing automation, CRM optimization, and revenue analytics.
Strong knowledge of revenue operations processes.
Preferred Qualifications
HubSpot certifications (Marketing Hub, Sales Hub, CMS Hub).
Microsoft Dynamics 365 certifications.
Experience with Dynamics 365 Finance & Operations.
Experience implementing AI-driven marketing or sales intelligence solutions.
Knowledge of subscription billing and SaaS revenue models.
Experience with iPaaS platforms (MuleSoft, Boomi, Azure Integration Services).
TOGAF or similar architecture certification.
Experience in high-growth or digital transformation environments.
Key Competencies
Marketing-to-Revenue systems thinking
Funnel analytics and predictive optimization
AI-enabled automation and analytics
Cross-functional leadership (Marketing, Sales, Finance, IT)
Enterprise data architecture
Technical governance
Strategic scalability planning
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico. Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details.
Everforth Apex Benefits Overview:
Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.
Duration: 12+ Month Contract + Potential extension/conversion
Rate: $100/hr - $120/hr (depending on experience)
Location: Remote
Main Requirements:
Strong understanding of enterprise architecture
Expert in lead to order funnel process
Needs to understand IVR's/call centers and how that fits into the CRM
MS Dynamics & Hubspot
Job Description
The Lead-to-Order (L2O) Technical Architect is responsible for designing and governing the end-to-end Marketing-to-Revenue technology ecosystem - from lead generation through opportunity, quote, order, and billing.
This role requires a strong understanding of marketing automation, lead lifecycle management, funnel optimization, AI-enabled automation, and revenue operations, in addition to deep technical architecture expertise. The architect ensures seamless integration across HubSpot, Microsoft Dynamics 365, CPQ, Order Management, ERP, and Billing systems to drive scalable growth, operational efficiency, and data integrity across the revenue funnel.
The ideal candidate blends marketing systems knowledge with enterprise architecture capabilities and actively leverages modern AI tools to improve system design, automation, reporting, and decision-making.
Key Responsibilities
Marketing-to-Revenue Architecture Ownership
Own the technical architecture across the full funnel:
Lead Generation Lead Nurturing MQL SQL Opportunity Quote Order Invoice
Design scalable solutions that connect HubSpot with Microsoft Dynamics 365 and downstream systems.
Define lifecycle stages, lead scoring models, and routing logic across systems.
Ensure alignment between marketing, sales, and finance data models.
Identify automation opportunities across the funnel using AI and advanced analytics.
Marketing Systems & Funnel Expertise
Architect and optimize lead capture mechanisms (forms, landing pages, campaign integrations).
Design and implement advanced lead scoring frameworks (behavioral, demographic, firmographic, predictive scoring).
Enable automated lead nurturing journeys and intelligent segmentation strategies.
Define marketing attribution models and performance tracking dashboards.
Architect funnel reporting and conversion analytics across the lifecycle.
Ensure clean handoff processes between MQLs and SQLs within HubSpot and Microsoft Dynamics 365.
Apply AI-driven insights to improve targeting, personalization, and funnel conversion rates.
HubSpot Expertise
Architect HubSpot Marketing Hub and Sales Hub solutions aligned with enterprise revenue architecture.
Design and govern bi-directional data synchronization between HubSpot and Microsoft Dynamics 365.
Define workflows, automation rules, lifecycle stages, custom objects, and reporting frameworks.
Implement multi-touch attribution and campaign performance measurement.
Leverage HubSpot's AI capabilities for content optimization, predictive lead scoring, and automation enhancements.
Optimize segmentation, reporting, and campaign intelligence using AI-powered insights.
Microsoft Dynamics 365 & Revenue Systems Architecture
Architect solutions within Microsoft Dynamics 365 Sales / Customer Engagement.
Design CPQ frameworks including pricing logic, discount governance, bundling, and approval workflows.
Define order orchestration and ERP integration strategies (e.g., Dynamics 365 Finance & Operations).
Ensure seamless data flow from Closed-Won opportunities into order and billing systems.
Support subscription models and recurring revenue scenarios.
Leverage AI capabilities within Dynamics (e.g., sales insights, forecasting intelligence, Copilot features) to improve sales effectiveness and pipeline visibility.
Integration, Data & AI Architecture
Define API-first and event-driven integration strategies across HubSpot, Dynamics 365, ERP, and billing systems.
Establish data governance and master data management standards across the funnel.
Prevent duplication and ensure clean synchronization between marketing and CRM systems.
Partner with analytics teams to enable revenue intelligence and predictive modeling.
Design data models that support machine learning and AI-driven insights.
Define middleware architecture (MuleSoft, Boomi, Azure Integration Services).
Evaluate and incorporate modern AI tools (e.g., generative AI, copilots, workflow automation agents) to enhance system performance, documentation, solution design, and operational efficiency.
Governance & Standards
Establish architecture blueprints for marketing and revenue systems.
Create reusable integration patterns and automation templates.
Conduct system health checks and scalability assessments.
Ensure compliance with data privacy regulations (GDPR, CAN-SPAM, etc.).
Mentor teams on best practices in architecture and AI-enabled productivity.
Required Qualifications
8+ years of enterprise systems architecture experience.
5+ years of experience in Lead-to-Order / Marketing-to-Revenue processes.
Strong hands-on experience designing solutions in
HubSpot (Marketing Hub & Sales Hub).
Strong experience with
Microsoft Dynamics 365 Sales / Customer Engagement.
Deep understanding of:
Lead generation strategies
Funnel optimization
Lead scoring methodologies (including predictive scoring)
Lifecycle stage management
Campaign automation
Marketing attribution models
Experience integrating HubSpot with Microsoft Dynamics 365.
Expertise in API design and system integration.
Working knowledge of AI tools applied to marketing automation, CRM optimization, and revenue analytics.
Strong knowledge of revenue operations processes.
Preferred Qualifications
HubSpot certifications (Marketing Hub, Sales Hub, CMS Hub).
Microsoft Dynamics 365 certifications.
Experience with Dynamics 365 Finance & Operations.
Experience implementing AI-driven marketing or sales intelligence solutions.
Knowledge of subscription billing and SaaS revenue models.
Experience with iPaaS platforms (MuleSoft, Boomi, Azure Integration Services).
TOGAF or similar architecture certification.
Experience in high-growth or digital transformation environments.
Key Competencies
Marketing-to-Revenue systems thinking
Funnel analytics and predictive optimization
AI-enabled automation and analytics
Cross-functional leadership (Marketing, Sales, Finance, IT)
Enterprise data architecture
Technical governance
Strategic scalability planning
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico. Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details.
Everforth Apex Benefits Overview:
Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.