Responsibilities

• Platform Management & Optimization - Maintain and optimize HubSpot Marketing, Sales, and Service Hubs
• Platform Management & Optimization - Build and refine workflows, automation, sequences, and lead routing
• Platform Management & Optimization - Create and manage custom properties, pipelines, dashboards, and reports
• Platform Management & Optimization - Conduct regular data audits to ensure accuracy, cleanliness, and governance
• Platform Ownership - Configure and maintain tickets, pipelines, SLAs, and customer feedback surveys
• Platform Ownership - Partner with client-facing and back-office teams to streamline ticketing processes and improve response workflows
• Platform Ownership - Build automation that enhances customer experience—ticket routing, escalation rules, satisfaction surveys, and follow-up sequences
• Platform Ownership - Support campaign execution by building emails, landing pages, forms, and segmented lists
• Cross Functional Support - Collaborate with Marketing, Sales, and the Delivery Ops teams to translate business needs into scalable solutions
• Cross Functional Support - Train internal teams on HubSpot features, processes, and best practices

Requirements

• 3–5 years of hands-on CRM administration experience, with deep HubSpot expertise in a B2B environment
• Deep expertise in HubSpot workflows, automation, lifecycle stages, and lead/ticket management
• Experience supporting Customer Success or Support teams using Service Hub
• Strong command of CRM data structures, segmentation, and reporting
• Experience managing integrations between CRM platforms and third-party business systems, including tools like Intercom and Jira
• Comfort working with custom-coded elements including troubleshooting scripts, custom workflows, or API-based logic
• A systems thinker who can translate ambiguous business needs into clean, scalable solutions
• Excellent communication skills and the ability to simplify complex processes

Preferred

• HubSpot certifications (Marketing Hub, Sales Hub, Service Hub)
• Experience managing integrations between CRM platforms and third-party business systems
• Background in healthcare, benefits, or a high-growth SaaS environment

Benefits

• A generously funded ICHRA for medical, dental, and vision premiums and medical expenses. You get to use our own product and we think that’s so exciting and rare!
• Unlimited personal vacation in addition to regular company holidays.
• 401(k): 90-day eligibility for 4% match that vests over 4 years with a one year cliff!
• We have two beautiful offices in Richardson, Texas (City Line) and Austin, Texas. The kitchen is well-stocked and we've designed the space to have lots of different areas to work--lounge on the couch, stand near your colleague at a kiosk desk or hole up in one of our phone rooms!
• Competitive parental leave for new parents.
• Up to two paid days of Paw-ternity leave. We recognize that pets are family too - and supporting life outside of work (including four-legged members) matters!
• ClassPass corporate membership with access to over 73,000 fitness and wellness options.
• Flexible on where you work – we believe in the power of connecting with intention! While we hope to see you around the office on a regular basis, you also have the ability to work from home some when you need to get focus work done.