4 to 8 years in growth, sales operations, GTM systems, data engineering, or analytics engineering at a B2B SaaS company
Expert-level CRM administration and development (HubSpot Sales Hub and Marketing Hub; Operations Hub a plus)
Strong SQL; working proficiency in Python or JavaScript
Comfort with dbt, a data warehouse (Snowflake, BigQuery, Postgres), or reverse ETL tooling
Experience building and maintaining integrations between a CRM and adjacent GTM tools (call intelligence, support, marketing)
Experience building executive-facing dashboards, in HubSpot's reporting layer or a BI tool (Looker, Metabase, Hex, Sigma, or similar)
Track record of shipping systems and automation end to end, not just scoping them
Responsibilities
Own HubSpot as a platform, managing objects, properties, workflows, and integrations
Partner with the Head of Revenue to document and configure sales process decisions in HubSpot
Identify and address CRM hygiene gaps for Sales leadership
Build and maintain automation for deal stages and lead routing
Ensure technical data hygiene through deduplication and ongoing monitoring
Manage tooling and analysis for call reviews and coaching data
Configure HubSpot dashboards and automate reporting for Sales leadership
Benefits
401(k) with 5% company match
Medical, dental, and vision coverage
15 days PTO + 11 company holidays + flexible sick time
2 additional PTO days for each year of service (up to 10 additional days)
10 remote days per year plus additional around the holidays
Bi-annual off-sites and team retreats
Front-row seat to building the operating backbone of modern finance
Full Job Description
About the Role
You'll join our Growth team as the technical owner of Greenboard's go-to-market systems and revenue data. Growth builds and runs everything behind our sales engine: HubSpot as the system of record, the integrations that connect it to our support and call data, the automation that keeps deals moving, and the reporting Sales leadership uses to run the business.
This is a builder role. The foundation is in place: the HubSpot data model is built and the roadmap is clear. What we need now is someone to build on top of it. You'll own a backlog of automation, integration, and analytics projects, decide what to tackle first, and ship each one end to end.
You'll report to our co-founder and CTO, who is spending more of his time on go-to-market and wants a technical partner to build the growth function with him. You'll also work closely with our Head of Revenue, who owns the sales process and is the main customer for what you build. Expect to run fast experiments, get deep into the details, and help shape how Greenboard grows from here.
What You'll Work On HubSpot build and administration
Own HubSpot as a platform: objects, properties, picklist governance, pipelines, lifecycle stages, workflows, permissions, and native integrations
Partner with the Head of Revenue to turn sales process decisions (stage definitions, exit criteria, qualification criteria, forecast categories) into clean, documented HubSpot configuration
Surface rep CRM hygiene gaps (missing meetings, stale stages, unattached call recordings) so Sales leadership can act on them
Automation and data quality
Build and maintain the automation layer: deal stage logic, first-meeting-held and call-recording triggers, customer start date rules, lead routing, and handoff workflows
Own technical data hygiene: deduplication, backfills, source reconciliation, bulk corrections, and ongoing data quality monitoring
Conversation and deal intelligence
Own the tooling and analysis behind call review, closed-lost investigation, and coaching data, and work with the Head of Revenue to turn what you find into changes in how the team sells
Build automated call review and deal intelligence pipelines using LLM APIs on top of Fireflies and HubSpot data
Analytics and automated reporting
Configure the HubSpot dashboards and reports Sales leadership uses: pipeline and conversion by source and rep, bookings, activity, and forecast views
Build and extend our automated Slack reporting (weekly sales report-out, sales management and sales development reports) pulling from HubSpot and Fireflies
Support event and partner attribution reporting alongside Events Marketing and the partnerships team
Answer ad hoc data questions quickly and turn the recurring ones into durable reports
Who You Are
A systems thinker who likes owning the whole stack, from schema design to the dashboard on someone's screen
Deep, hands-on CRM experience: you've built complex workflows, designed custom objects and properties, debugged sync issues, and know where HubSpot's limits are and how to work around them
Comfortable with SQL and at least one scripting language (Python or JavaScript), and with integration through APIs
Experience with agentic coding
Rigorous about data integrity. You treat revenue data like production code: versioned, tested, documented
Able to take a vague business ask ("we need pipeline by first-touch source") and turn it into requirements, a data model, and a shipped report
High ownership and bias to action in an early-stage environment; you'd rather ship a v1 and iterate than wait for a perfect spec
Clear communicator who can explain what a number means, why it moved, and what's wrong with it
Qualifications Required
4 to 8 years in growth, sales operations, GTM systems, data engineering, or analytics engineering at a B2B SaaS company
Expert-level CRM administration and development (HubSpot Sales Hub and Marketing Hub; Operations Hub a plus)
Strong SQL; working proficiency in Python or JavaScript
Comfort with dbt, a data warehouse (Snowflake, BigQuery, Postgres), or reverse ETL tooling
Experience building and maintaining integrations between a CRM and adjacent GTM tools (call intelligence, support, marketing)
Experience building executive-facing dashboards, in HubSpot's reporting layer or a BI tool (Looker, Metabase, Hex, Sigma, or similar)
Track record of shipping systems and automation end to end, not just scoping them
Preferred
Experience building with LLM APIs (Anthropic, OpenAI) for internal automation, reporting, or analysis
Exposure to partner or channel sales models and the attribution problems they create
Experience with conversation intelligence tooling (Fireflies, Gong, or similar) and its CRM integrations
Background in fintech, compliance, or financial services software
BENEFITS
401(k) with 5% company match
Medical, dental, and vision coverage
15 days PTO + 11 company holidays + flexible sick time
2 additional PTO days for each year of service (up to 10 additional days)
10 remote days per year plus additional around the holidays
Bi-annual off-sites and team retreats
Front-row seat to building the operating backbone of modern finance
