Responsibilities

• Own day-to-day configuration changes across DealHub (CPQ) and HubSpot (CRM), including workflows, quote templates, pricing rules, and automations.
• Manage user roles, access controls, and license administration across both platforms.
• Design improvements to quoting logic and sales playbooks, translating pricing and process changes into DealHub configuration.
• Monitor and analyze data quality across DealHub, HubSpot, and connected systems, identifying and resolving inaccuracies at the source.
• Own the ongoing cleanliness of CRM and quoting data, building checks that catch issues before they reach reporting.
• Build and maintain dashboards and reports for Sales, Operations, and Data Analytics using HubSpot reporting and Excel.
• Consolidate and reconcile data across DealHub, HubSpot, and other business systems to support accurate, unified reporting.
• Partner with Sales, RevOps, Engineering, and department leads to identify process improvements and translate them into system configuration changes.
• Maintain clear documentation and progress updates for configuration changes and ongoing projects.

Requirements

• 1-3 years of experience administering business applications (CRM, CPQ, or ERP), such as HubSpot, DealHub, Salesforce, or NetSuite.
• Hands-on experience configuring HubSpot (pipelines, workflows, automations) and/or DealHub (quote templates, pricing/approval rules).
• Strong data skills, including proficiency in Excel and experience importing, exporting, and reconciling data across multiple systems.
• Excellent attention to detail and organizational skills, with the ability to manage multiple configuration requests at once.
• Strong communication skills and comfort working cross-functionally with Sales, Operations, and technical teams.

Preferred

• Experience migrating from Salesforce to DealHub and/or HubSpot, or managing a similar CRM/CPQ platform transition.
• Experience writing simple configuration or automation scripts (Python or similar).
• HubSpot and/or DealHub certifications.

Benefits

• health plans, including flexible spending accounts, a 401(k) Plan with company match, a flexible time away plan and family leave programs.