via Remote Rocketship
$70K - 90K a year
Manage and optimize HubSpot CRM workflows, integrations, reporting, and lead the client support team to ensure operational efficiency and accurate data management.
Requires 5-7 years in revenue operations or CRM administration, 4+ years with HubSpot, experience with finance system reconciliation, and managing support teams.
Job Description: • Own NeuroNav’s HubSpot instance across Sales, Client Services, and Support • Maintain workflows, automation, lifecycle stages, pipelines, and reporting architecture • Manage integrations (Fathom, SMS, time tracking, etc.) • Oversee Commerce Hub order forms and invoicing workflows integrated with QuickBooks • Maintain customer lifecycle documentation and diagrams • Lead scoped system enhancements (time tracking, invoicing improvements) • Build and maintain dashboards that support leadership decision-making • Partner with Finance to reconcile new sales and upsell data between HubSpot and QuickBooks • Ensure invoicing, order forms, and subscription data are accurate • Validate reporting accuracy across dashboards • Maintain audit-ready data hygiene • Manage the Client Support Team (FMS requests and provider searches) • Monitor ticket volume, fulfillment rates, and turnaround times • Ensure SLAs and workflow discipline • Identify trends and operational improvements • Maintain lifecycle, revenue, and support dashboards • Track key metrics across Sales, Client Services, and Support • Provide clear executive reporting • Train teams on HubSpot workflows and operational tools • Onboard new hires into system processes • Support non-technical team members in mastering tools • Maintain documentation and process guides Requirements: • 5–7+ years in revenue operations, CRM administration, or client operations • 4+ years of hands-on HubSpot administration • Experience reconciling CRM data with finance systems (e.g., QuickBooks) • Experience overseeing a support or ticket-based operations team • Strong experience managing integrations and dashboards • Exceptional attention to detail and operational discipline • Clear communicator and patient trainer • Comfortable working in a fast-paced, remote environment Benefits: • Remote-first flexibility • Health, vision, and dental insurance • 401(k) • 14 PTO days + 7 sick/flex days • Annual company retreat • Professional development
This job posting was last updated on 2/25/2026