Senior Associate, CRM leading operational and compliance procedures at CreditSights in Chicago. Collaborating with compliance teams to ensure efficient execution and issue resolution.
About the role
- HubSpot Administrator managing day-to-day CRM operations and ensuring data accuracy for B2B revenue funnel. Collaborating across sales, marketing, and customer success teams in a hybrid work environment.
Responsibilities
- Own day-to-day administration and governance of our HubSpot CRM.
- Build and maintain scalable processes, workflows, automations, lead routing, and reporting to support GTM team efficiency.
- Partner with Sales and Marketing to manage lifecycle stages, lead scoring, segmentation, and campaign tracking.
- Collaborate with Customer Success to support onboarding and upsell/cross-sell workflows.
- Maintain data integrity through regular audits, deduplication, and process documentation.
- Manage integrations with other core tools in our RevOps tech stack (e.g., ZoomInfo, Gong, PandaDoc, Aircall, billing platforms, etc.).
- Support end-user training, onboarding, and adoption of HubSpot features and best practices.
- Provide reporting and dashboards to enable visibility into pipeline, campaign performance, and revenue metrics.
- Monitor platform performance and recommend system enhancements based on business needs and product updates.
Requirements
- 3+ years of experience in a HubSpot Admin or similar role within a B2B environment.
- Deep knowledge of HubSpot CRM and associated Hubs (Marketing, Sales, and Service).
- Strong understanding of go-to-market processes across Sales, Marketing, and Customer Success.
- Experience with RevOps best practices: funnel management, attribution, segmentation, lead management, and reporting.
- Strong analytical and problem-solving skills with attention to detail and data quality.
- Experience integrating HubSpot with other SaaS tools via native connectors or middleware (e.g., Zapier, Workato).
- Excellent communicator and collaborator with experience working across multiple departments.
- HubSpot certifications (e.g., Revenue Operations, CRM Implementation, Reporting) are a strong plus.
Benefits
- 401k with 4% matching.
- Health, dental and vision insurance.
- 25 days paid time off.
- 1 additional day off for your birthday.
- 3 days off for volunteering.
- Paid sick leave.
Job title
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