CRM Data Cleanup: Cross-reference internal spreadsheets and source systems to validate, standardize, and improve CRM data accuracy, so the CRM becomes the single source of truth.
Lifecycle Visibility: Build clear visibility into the customer lifecycle (e.g., onboarding progress, renewals, cancellations in progress, key stages).
Reporting & Dashboards: Convert existing spreadsheet-based reporting into HubSpot reports/dashboards. Some limited reporting may remain in spreadsheets as needed.
Workflows & Automation: Design and implement workflows to increase efficiency. especially for the Customer Success team.
Customer Health Score: Help develop and maintain a customer health scoring model to proactively identify and manage risk.
Adoption & Enablement: Support documentation, onboarding, and change management to ensure teams consistently use the CRM.
HubSpot Learning (Required): Complete assigned HubSpot Academy coursework and certifications.

2+ years of hands-on CRM administration experience (HubSpot, Salesforce, Microsoft Dynamics, Zoho, Pipedrive, or similar CRM systems)
Strong CRM data management + reporting skills
Experience maintaining a CRM as a system of record
Comfortable working with Customer Success, Sales, and Ops
Detail-oriented, organized, and process-driven
Learn HubSpot and complete required HubSpot Academy certifications.

Equity participation through stock options.
Fully paid health, vision & dental insurance for employees.
Flexible PTO and hybrid schedule (3 days / week in downtown Austin).
Free lunches, parking stipend provided, team events, and a casual, but get things done culture.

CRM Administrator

Key skills