Hubspot Expert

The HubSpot Expert & Data Analyst is responsible for taking ownership of CRM, reporting, and data analysis needs. This role is designed for someone who can function independently, proactively identify improvements, and create scalable solutions to make teams more efficient, and data driven. The Analyst will build and optimize workflows, dashboards, and automations in HubSpot, while also pulling and analyzing data from multiple sources to generate insights for Customer Care, Customer Success, and leadership teams.

This is an individual contributor role at a manager-level skillset — ideal for someone who thrives on problem-solving, creative execution, and cross-functional collaboration without needing heavy oversight. The Analyst will partner with Customer Support and Customer Success leaders to define and track key metrics, ensure data accuracy and usability across systems, and communicate findings clearly to both technical and non-technical stakeholders.

DUTIES AND RESPONSIBILITIES

• Own the design, creation, and optimization of HubSpot dashboards, workflows, automations, lists, and reports
• Develop scalable processes in HubSpot to improve team efficiency and ensure accurate, actionable reporting
• Pull, analyze, and synthesize data from HubSpot and other sources to identify trends, risks, and opportunities
• Partner with Customer Support and Customer Success leaders to define and track key metrics (e.g., CSAT, churn, time to resolution, retention)
• Proactively recommend process improvements and data-driven solutions to enhance reporting, tracking, and decision-making
• Ensure data accuracy, consistency, and usability across systems
• Communicate findings clearly and persuasively to technical and non-technical stakeholders

QUALIFICATIONS

• 5+ years of hands-on HubSpot experience, including advanced workflows, automations, dashboards, and reporting.
• 3–5 years of data analytics experience, with proven ability to pull and analyze data from multiple sources and present actionable insights
• Associate degree or bachelor's degree holder to any related course
• Excellent English communication skills, both written and verbal
• Strong problem-solving skills and ability to work independently with minimal direction
• Strong data literacy and analytical skills
• Experience with data visualization tools to present complex data in a clear and compelling way
• Excellent communication, storytelling, and collaboration skills to effectively convey insights and influence decision-making
• Experience supporting customer support and/or customer success teams, with knowledge of the metrics that drive those functions
• Prior SaaS industry experience
• Track record of building scalable processes that improve reporting and team efficiency
• Familiarity with other BI or analytics tools (e.g., Tableau, Looker, Power BI)

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, ethnicity, disability, marital status, or any other characteristic protected by law.

Genfinity as an Equal Opportunity Employer, believes in each person's potential, and we'll help you achieve yours.

All information will be kept confidential according to EEO guidelines.

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