Responsibilities

• Build, update, and maintain CRM assets, including workflows, properties, pipelines, lists, forms, dashboards, views, and related system configurations, in alignment with approved standards.
• Execute approved system changes, enhancement requests, and maintenance work submitted through the defined intake and ticketing process.
• Support and maintain work across multiple client portals, currently eight, while preserving consistency, accuracy, and adherence to established standards.
• Troubleshoot system issues, identify root causes, and resolve approved in-scope issues or route them for escalation when required.
• Perform data cleanup, imports, validation, deduplication, and maintenance tasks using established rules and procedures.
• Test completed work to confirm accuracy, expected behavior, and adherence to defined standards before release or handoff.
• Maintain consistency across client portals by following approved naming conventions, build patterns, system structures, and governance requirements.
• Document completed work, known issues, and relevant implementation details to support continuity, visibility, and handoff.
• Identify requests or changes that introduce risk or require governance, architecture, integration, or release approval and escalate appropriately.
• Partner with Clayton HubSpot Services leadership and support roles to ensure approved work is executed accurately and efficiently.

Requirements

• Strong analytical skills and high attention to detail.
• Ability to translate business needs into clearly defined requirements.
• Comfortable working within a structured, governed system with defined boundaries.
• Clear and effective written communication skills.
• Ability to handle and prioritize multiple projects and fast-paced time-sensitive tasks at once.
• Ability to identify patterns, inconsistencies, and opportunities for improvement.
• Ability to travel within the U.S. to collaborate with colleagues, attend conferences or professional development workshops.
• Education and/or Experience: A bachelor’s degree (B. A.) from four-year college or university preferred. 1-2 years of experience in business analytics, systems and user support and data management. Experience working in the HubSpot ecosystem preferred.
• Microsoft Office 365
• ERP software
• CRM software
• Valid state driver’s license in good standing
• Minimum state required automobile insurance.

Preferred

• Experience working in the HubSpot ecosystem preferred.