Senior CRM & Business Intelligence Analyst

Responsibilities

• Serve as the primary administrator and subject matter expert for HubSpot CRM, overseeing system configuration, maintenance, optimization, and ongoing enhancements.
• Develop and execute CRM strategies aligned with company objectives, operational priorities, and business growth.
• Design, implement, and optimize HubSpot workflows, automation, pipelines, reporting, and integrations with other business systems.
• Reconcile and integrate CRM data with finance and ERP systems (e.g., Sage), ensuring consistent records and reliable cross-functional reporting.
• Maintain CRM data quality, governance, security, user permissions, and system documentation.
• Develop and maintain business intelligence dashboards, reports, and analytical solutions that support leadership and cross-functional decision-making.
• Utilize SQL and business intelligence tools to extract, analyze, transform, and visualize data from HubSpot and other business systems.
• Partner with stakeholders to identify key performance indicators (KPIs), reporting requirements, and opportunities for operational improvement.
• Own recurring leadership and board-level reporting, translating CRM and business performance data into clear, decision-ready insights.
• Analyze business performance, identify trends and inefficiencies, and translate findings into actionable recommendations.

Requirements

• Direct, hands-on experience administering, configuring, and optimizing HubSpot CRM is required. Experience exclusively with other CRM platforms, including Salesforce or Microsoft Dynamics, does not satisfy this requirement.
• Proficiency in SQL, including PostgreSQL (Postgres), for data extraction, manipulation, and analysis.
• Demonstrated experience developing dashboards and reporting solutions using Grafana, Power BI, Tableau, Looker, or a comparable business intelligence platform.
• Experience with CRM workflow automation, system integrations, data management, and reporting.
• Understanding of data privacy obligations, including CCPA and applicable state privacy laws, as they apply to CRM data.
• Ability to independently manage and contribute directly to technical projects from planning through implementation.
• Strong analytical, problem-solving, communication, and stakeholder management capabilities.
• Familiarity with Google and Microsoft productivity suites.
• Ability to work effectively across departments and adapt to evolving business needs and priorities.

Preferred

• Experience working in a startup, small-to-midsize technology company, or similarly lean organizational environment preferred.
• Background in B2B SaaS, data technology, MarTech, AdTech, or related industries preferred.
• HubSpot certifications in CRM administration, Revenue Operations, Sales Hub, Marketing Hub, or related areas preferred.
• Experience with HubSpot APIs, advanced integrations, data warehouses, ETL processes, or advanced data modeling preferred.

Benefits

• Flexible Time Off (FTO) and Company Holidays
• Medical, Dental, Vision, and Health Savings Account (HSA) benefits
• 401(k) with Company Match
• Company-Paid Life and AD&D Insurance
• Short-Term and Long-Term Disability Insurance
• Voluntary Life & AD&D Insurance
• Critical Illness and Accident Insurance