- Serve as a day-to-day owner and administrator of HubSpot CRM
- Administer and support core connected revenue systems, including Gong, CPQ and document automation tools such as PandaDoc, Data enrichment and orchestration platforms such as ZoomInfo and Clay
- Maintain and configure Contacts, Companies, Deals, Tickets, Properties, property groups, schemas, Pipelines, lifecycle stages, and associations
- Own system access, permissions, and seat provisioning across revenue tools
- Support testing, QA, and safe deployment of system changes
- Maintain clear, well-organized documentation covering system architecture, data flows, key workflows, field definitions, and change logs
- Build, maintain, and monitor workflows across HubSpot and connected systems to support data hygiene, lifecycle stage updates, routing, ownership assignment, notifications, deal progression, and CPQ/document workflows
- Troubleshoot workflow failures, sync issues, and automation errors
- Own data cleanliness, consistency, and structure across the revenue stack, including deduplication, required fields, naming conventions, and formatting
- Monitor and validate inbound data from web forms, product data integrations, and third-party tools
- Partner with data stakeholders to ensure reliable data flow between product and GTM systems
- Proactively identify, investigate, and resolve data quality issues
- Support territory, ownership, and account hierarchy management
- Partner with the Head of Revenue Operations to prepare and maintain data architecture that supports AI-driven use cases
- Prototype and deploy AI-assisted workflows for segmentation, enrichment, lead/account scoring, data normalization, and classification
- Support defined marketing operations tasks in HubSpot, including building lists, segments, supporting email nurtures, managing forms, and campaign tracking
- Act as a systems support partner for Sales and Customer Success, including CRM and workflow troubleshooting, data cleanup, and field updates
- Support website CMS administration as it relates to GTM data capture, Google Tag Manager, and Google Analytics integrations
- Monitor form submissions, conversion tracking, and downstream data flow
- Maintain baseline HubSpot dashboards and reports
- Monitor system health indicators including data completeness, workflow and sync errors, and routing/ownership accuracy
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