Revenue Systems Analyst

OpenLoop Health, Inc

$80K — $95K *
US-AnywhereRemote in United States
Information Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of Salesforce and HubSpot administration experience in B2B SaaS
  • Salesforce Administrator certification required; other certifications a plus
  • HubSpot certifications preferred
  • Familiarity with HubSpot-Salesforce integration
  • Strong knowledge of Salesforce Flows and HubSpot Workflows
  • Data-quality mindset with attention to detail
  • Excellent communication skills for technical concepts
  • Experience with CRM migration is a plus

Responsibilities

  • Perform daily Salesforce administration including user management and object configuration
  • Manage HubSpot marketing processes including workflows and email deliverability
  • Ensure data quality by resolving duplicates and conducting audits
  • Act as primary support for user issues and training
  • Build and maintain automation workflows in Salesforce and HubSpot
  • Support and monitor system integration between HubSpot and Salesforce
  • Create reports and dashboards for visibility into GTM metrics
  • Maintain technical documentation and follow change management processes
  • Collaborate to execute the GTM systems roadmap

Benefits

  • Medical, Dental, and Vision plans
  • Flexible Spending/Health Savings Accounts
  • Flexible PTO
  • 401(k) + Company Match
  • Life Insurance and Pet insurance
Full Job Description
About the Role

Our GTM systems are only as good as the people who keep them running. At OpenLoop, we're looking for a Revenue Systems Analyst who owns the day-to-day administration of HubSpot and Salesforce-ensuring both platforms are clean, well-configured, and actually working the way the revenue team needs them to.

This is a hands-on, high-impact role that sits at the center of our GTM tech stack. You'll be the person sales reps, marketers, and CS teams turn to when something isn't working-and you'll be the one making sure it doesn't break in the first place. You'll partner closely with the Director of Revenue Systems & AI to execute on the systems roadmap, and you'll bring a builder's instinct to every configuration decision you make.

If you're energized by clean data, well-designed workflows, and being the person who actually knows how the system works-this is your role.

What You'll Do
  • Salesforce Administration - Own day-to-day Salesforce administration: user management, profiles and permissions, object and field configuration, validation rules, flows, page layouts, and release management. Keep the org clean, well-documented, and aligned to how the revenue team actually works.
  • HubSpot Administration - Own day-to-day HubSpot administration across Marketing Hub: contact and list management, workflow builds and maintenance, form and landing page configuration, email deliverability, and data hygiene. Ensure HubSpot is configured to support campaign execution and reliable Salesforce sync.
  • CRM Data Quality - Own data quality across both platforms-identifying and resolving duplicate records, enforcing field standards, running regular audits, and building the validation rules and processes that keep data clean at the source.
  • User Support & Enablement - Serve as the first point of contact for system questions and issues from GTM users-resolving tickets quickly, communicating changes clearly, and training users on new features and workflows.
  • Workflow & Automation Builds - Build and maintain automation workflows in both Salesforce (Flow, Process Builder) and HubSpot (Workflows, Sequences)-translating process requirements into reliable system configurations.
  • System Integration Maintenance - Support and monitor the HubSpot-Salesforce integration and other system connections-ensuring data syncs reliably, mappings are accurate, and issues are caught and resolved quickly.
  • Reporting & Dashboards - Build and maintain reports and dashboards in Salesforce and HubSpot that give GTM teams visibility into their key metrics-and support ad hoc reporting requests as needed.
  • Documentation & Change Management - Maintain up-to-date technical documentation for both systems-configurations, workflows, field maps, integration logic-and follow a structured change management process for every system update.
  • Systems Roadmap Execution - Partner with the Director of Revenue Systems & AI to execute the GTM systems roadmap-translating design decisions into working configurations and delivering enhancements on schedule.
Who You Are
  • 3-5+ years of hands-on Salesforce and HubSpot administration experience in a B2B SaaS environment
  • Salesforce Administrator certification required; additional certifications (Advanced Admin, Platform App Builder) a strong plus
  • HubSpot certifications (Marketing Hub, Sales Hub, or CRM) preferred
  • Deep familiarity with the HubSpot-Salesforce integration-you've managed the sync, resolved field mapping issues, and know where things break
  • Strong working knowledge of Salesforce Flows and HubSpot Workflows-you can build automation without relying on a developer
  • Data-quality mindset: you notice bad data, understand why it happens, and build systems that prevent it
  • Strong attention to detail and a bias toward clean, well-documented work
  • Excellent communication skills-you can explain technical concepts to non-technical users patiently and clearly
  • Comfortable managing multiple priorities in a fast-moving environment; proactive about flagging issues and communicating status
  • Experience supporting a CRM migration or major platform buildout a strong plus


Our Benefits

In addition, for salaried positions you would also be eligible for:
  • Medical, Dental, and Vision plans
  • Flexible Spending/Health Savings Accounts
  • Flexible PTO
  • 401(k) + Company Match
  • Life Insurance, Pet insurance, and more

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