CRM Automation Specialist

What You’ll Do

• Carrier Automation Ownership: Build and maintain existing complex partner workflows including new workflow construction, ongoing optimization, error monitoring, and resolution of workflow failures or enrollment issues.
• Sales, Support & Account Management Workflow Execution: Build and deploy HubSpot automations that operationalize defined processes for Sales, Support, and Account Management teams (notifications, task creation, property updates, list management, ticket routing, deal automation, pipeline stage progression, lifecycle stage transitions, and lead scoring logic).
• Product & HubSpot Integration: Work closely with Product team stakeholders to ensure data sync and operational flows between Product systems and HubSpot are functioning correctly. Maintain integrations across Zapier, webhooks, and direct APIs, troubleshooting sync issues and building workflows that support cross-system handoffs.
• Workflow Maintenance & QA: Monitor active workflows for enrollment errors, action failures, and unintended behavior. Perform root-cause troubleshooting, implement fixes, and escalate complex architectural issues to the CRM & Automation Admin.
• Workflow Improvement & Consolidation: Proactively identify opportunities to improve, simplify, and consolidate workflows. Recommend better ways to structure automation logic, reduce redundancy, and optimize the workflow library for performance and maintainability.
• Documentation & Governance: Maintain clear documentation for every workflow built or modified, including purpose, enrollment criteria, branching logic, and dependencies. Adhere to established naming conventions, folder structures, and governance standards.

Must Haves

• 3+ years of hands-on experience building complex HubSpot workflows in a Marketing, Sales, or Revenue Operations environment.
• HubSpot certifications and Academy courses taken in Workflows.
• Bachelor's degree in Marketing, Business Administration, Management Information Systems, Business Analytics, Computer Science, or a related field.
• Deep understanding of CRM infrastructure and all HubSpot objects, including standard objects (contacts, companies, deals, tickets) and custom objects, with proven experience working with these objects inside workflows.
• Expert proficiency in HubSpot Workflows, including object-based automations, webhooks, custom code actions, branching logic, and cross-object property syncing.
• Strong knowledge of HubSpot ticket pipelines, deal pipelines, and lifecycle stage automation.
• Demonstrated ability to execute accurately against written specifications and to recommend workflow improvements based on patterns observed across the platform.
• Strong attention to detail with naming conventions, folder structure, enrollment criteria, and downstream impact of changes.
• Comfort working through a high-volume request queue with shifting priorities.
• Clear written communication for documentation and ticket/request updates.

Nice to Haves

• Experience with HubSpot custom code actions.
• Prior experience in insurance, financial services, or another regulated B2B environment.

Benefits & Perks

• Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families.
• We also offer a 401(k) retirement plan, short; long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP)
• Work-From-Home Stipend – Employer-provided WFH equipment and an $85 monthly expense stipend to ensure you're set up for success.
• Equity - This position is eligible for equity compensation
• Training and Career Growth - Training and internal career growth opportunities
• Flexible Time Off - You know when and how you should recharge

Pay Range

The base pay range for the role is $75,000 – $85,000. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, location, business needs, and market demands.