Business Process Senior Associate managing transactions and analysis for the Insurance Operations team. Requires data/BPO experience and basic MS office proficiency in a flexible work environment.
About the role
- Business Operations & HubSpot Administrator optimizing business processes and managing HubSpot CRM at PetScreening. Focusing on data integrity and automation in a pet-friendly SaaS environment.
Responsibilities
- Analyze existing processes to identify inefficiencies, data gaps, and automation opportunities.
- Design and deploy low-code/no-code automations using platforms such as N8N, Zapier, Make, or HubSpot Operations Hub Workflows.
- Leverage AI tools (e.g., ChatGPT, HubSpot AI, etc.) to enhance business reporting, data enrichment, and internal documentation.
- Collaborate with stakeholders to translate operational goals into scalable, automated solutions.
- Serve as HubSpot owner, responsible for workflows, integrations, and data model architecture.
- Maintain and optimize the CRM structure to support new markets, products, or teams.
- Document business and data processes, system integrations, and automation logic in clear, reusable formats.
- Create internal training guides, Loom videos, and enablement documentation for end users.
- Translate business requirements into detailed technical specifications for the data engineering and development teams.
- Own data integrity across HubSpot and connected systems through automated validation, deduplication, and enrichment.
- Implement governance policies, conduct routine audits, and create alerts for data anomalies.
- Utilize APIs and enrichment tools (e.g., Apollo, ZoomInfo) to improve CRM completeness and accuracy.
- Use SQL or HubSpot custom reports to identify trends and insights that drive strategic actions.
- Develop dashboards and KPI frameworks for Sales, CS, and Marketing teams.
- Create reporting pipelines that blend HubSpot, Snowflake, and BI tools (e.g., Power BI, Tableau).
- Partner with GTM leaders to evaluate pipeline health, forecasting accuracy, and customer retention metrics.
- Collaborate with marketing to refine lead capture, attribution, and lifecycle tracking.
- Build segmentation logic and automated nurture workflows to improve MQL → SQL conversion rates.
- Manage integrations between HubSpot and advertising or analytics tools.
Requirements
- 3–5 years of experience in Revenue Operations, Business Systems, or CRM Administration (preferably SaaS).
- Advanced proficiency in HubSpot CRM and Operations Hub (custom objects, workflows, APIs).
- Experience with low-code/no-code tools such as N8N, Make, Zapier, or Airtable Automations.
- Familiarity with AI-driven automation (e.g., prompt-based workflows, document summarization, or data enrichment).
- Working knowledge of SQL (Snowflake experience a plus - Vibe-Coding is okay).
- Strong analytical mindset and comfort with data visualization (Tableau, Power BI, or HubSpot dashboards).
- Excellent communication and documentation skills — able to translate technical details for non-technical audiences.
Benefits
- Medical/Dental/Vision/HSA benefits offered after 30 days of employment.
- Company sponsored Life Insurance and Short Term Disability.
- Optional Life Insurance and Long Term Disability Plans.
- 401(k) with 3% match regardless of employee contribution.
- Quarterly open enrollment.
- Paid time off accrual beginning first day of employment.
- Paid holidays.
- Optional remote work days.
- Paid Family/Military/Bereavement leave.
- Pet friendly office
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
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