Senior Financial Systems Analyst - CRM, SaaS & Service
Core
Senior Financial Systems Analyst enabling T3 Sales and Service teams through HubSpot configuration, automation, and integrations.
Role type
Senior IC CRM Systems Analyst
Builds
Scalable HubSpot solutions, automation workflows, low-code internal tools, and data integrations
Domain
SaaS / Construction Technology / Revenue Operations
Required skills
HubSpot administration, SQL, REST APIs, low-code development, workflow automation, data quality controls, production support, requirements gathering, technical documentation
Preferred skills
Enterprise AI workflow tools, cloud data platforms, lightweight scripting, HubSpot certification
Technologies
HubSpot, SQL, REST APIs, JSON, webhooks, low-code platforms
Responsibilities
Administer HubSpot users, permissions, objects, pipelines, and workflows; Design and maintain CRM workflows for sales and service operations; Build and support low-code applications and internal tools; Configure and troubleshoot integrations using APIs and webhooks; Use SQL to investigate production issues and validate data; Own production support including triage, root-cause analysis, and release management; Lead systems initiatives and mentor peers
Seniority
Senior, hands-on IC