Partner with cross-functional teams to optimize business processes and improve operational efficiency across the organization.
Support the day-to-day administration and continuous improvement of our business systems, including CRM, ERP, marketing automation, and internal tools.
Troubleshoot system issues, manage enhancement requests, and recommend process improvements that improve the employee experience.
Help evaluate and implement new technologies and workflows as the company grows.
Leverage AI-powered tools to improve documentation, reporting, workflow automation, or operational efficiency.
Build, maintain, and improve dashboards and reporting for Sales, Marketing, Customer Success, and leadership teams.
Ensure business data remains accurate, organized, and actionable through ongoing data quality initiatives.
Generate recurring and ad hoc reports that support business planning and decision-making.
Support our CRM (Salesforce), ERP (NetSuite), marketing automation platform (HubSpot), and other business applications.
Assist in maintaining integrations between core business systems to ensure reliable data flow and operational efficiency.
Collaborate with internal stakeholders and external vendors to troubleshoot issues and identify opportunities for automation.
Support onboarding and offboarding by ensuring employees have access to the appropriate business systems and documentation.
Maintain internal documentation, process guides, and knowledge base resources.
Deliver training and ongoing support to help employees effectively use business applications.
Requirements
3+ years of experience supporting business systems, revenue operations, sales operations, or business operations within a SaaS or technology company.
Experience working with CRM platforms such as Salesforce; administrator experience is helpful but not the primary focus of the role.
Familiarity with business applications such as HubSpot, NetSuite, or similar platforms.
Exposure to system integrations or automation tools (Celigo, Zapier, Informatica, etc.) is a plus.
Strong analytical skills with the ability to identify opportunities for process improvement.
Comfortable working cross-functionally and translating business needs into practical solutions.
Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment.
Curious, proactive, and excited to learn new systems and technologies.