Responsibilities

• HubSpot Administration & Configuration
• Administer and maintain HubSpot CRM, including users, permissions, workflows, properties, and objects
• Build and maintain workflows, automation, forms, lists, and routing rules
• Build and maintain dashboards and reports for business, operational, and risk stakeholders
• Ensure the right HubSpot tools, features, and configurations are used to meet business needs without creating unnecessary complexity
• Manage HubSpot upgrades, releases, and new feature adoption
• Data Management & Quality
• Monitor and maintain CRM data integrity, hygiene, and governance standards
• Troubleshoot data issues related to imports, integrations, and automation
• Support documentation of data definitions, processes, and usage standards
• Coordinate with the Data & Analytics team on data warehouse integration and downstream reporting needs
• Production Support & Continuous Improvement
• Act as the internal escalation point for HubSpot related issues impacting business teams
• Troubleshoot and resolve platform, workflow, and reporting issues
• Create and maintain basic user guides, FAQs, and other internal documentation
• Proactively identify opportunities to simplify, standardize, and optimize platform usage
• Program & Project Management Responsibilities
• Cross Functional Intake & Planning
• Lead cross functional requirements gathering with marketing, sales, customer support, operations, risk, and compliance teams
• Identify, define, and size initiatives that leverage HubSpot capabilities
• Translate business needs into clear scope, requirements, and success criteria
• Prioritization
• Prioritize work across multiple departments with competing demands
• Maintain and communicate a clear HubSpot roadmap aligned to business strategy and capacity
• Delivery & Execution
• Define workflows and solution designs prior to build
• Coordinate testing across users and environments
• Manage test and production environments
• Lead deployments and postlaunch stabilization efforts
• Ensure initiatives follow PMO processes and standards

Requirements

• 4+ years of experience in HubSpot systems administration (Sales, Service, workflows, objects, reporting, integrations, and governance)
• 2+ years of experience as a project manager, program manager, or business analyst
• Demonstrated experience operating in regulated environments (financial services strongly preferred)
• Proven ability to translate complex, cross functional business requirements into scalable technical solutions
• Strong program and project management skills, including requirements documentation, process flow development, prioritization, and stakeholder communication
• Excellent documentation, analytical, and problem-solving skills
• HubSpot Administrator certifications in Sales, Service, and Reporting obtained or willingness to obtain within 6 months of hire
• Experience with CRM integrations and basic API concepts
• Excellent analytical and problem-solving skills, with a data-driven approach to decision-making
• Excellent communication and interpersonal skills, with the ability to influence cross-functional teams and build strong relationships
• Entrepreneurial mindset with a passion for innovation and improving employee and customer experiences