HubSpot Programmer

Optimize Financial Group; Toronto; On-site; CAD 75,000 - 95,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a skilled HubSpot Programmer to lead the development and optimization of their HubSpot environment. The role involves designing complex workflows and creating reporting dashboards. Ideal candidates will have 2+ years of experience in similar technical roles and a strong understanding of HubSpot functionalities. This full-time position offers an opportunity within a dynamic company focused on client success.

Benefits

Work in a dynamic, high-performing company in downtown Toronto

Qualifications

• 2+ years of proven experience as a HubSpot Developer or CRM Engineer.
• Strong proficiency with HubSpot workflows and dashboard creation.
• Excellent problem-solving skills and attention to detail.

Responsibilities

• Design and implement complex HubSpot workflows to automate processes.
• Build advanced dashboards and reporting tools for actionable insights.
• Collaborate with teams to define requirements and implement enhancements.

Skills

HubSpot workflows

Dashboard creation

Problem-solving

Attention to detail

Job description

Direct message the job poster from Optimize Financial Group

President and CEO at Optimize Wealth Management

Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success.

Job Description

We are seeking a skilled HubSpot Programmer to help lead the development and optimization of our HubSpot environment. This role involves building and designing advanced workflows, creating sophisticated dashboards for reporting and analytics, and writing custom code to enhance automation, integration, and CRM functionality. You’ll work closely with Marketing, Sales, Operations, and Development teams to ensure HubSpot is configured to support strategic goals, streamline business processes, and unlock data-driven decision-making.

Key Responsibilities

• Design and implement complex HubSpot workflows to automate and optimize processes.
• Build advanced dashboards and reporting tools that provide actionable insights for Sales, Marketing, Operations, and Executive leadership.
• Troubleshoot and resolve issues in workflows, scripts, and data flows within HubSpot.
• Collaborate with cross-functional teams to define requirements and implement CRM enhancements.
• Maintain documentation and provide internal training where needed to ensure effective use of the platform.
• Stay current on HubSpot updates, features, and best practices.

Must-Have

2+ years of proven experience as a HubSpot Developer, CRM Engineer, or similar technical role.

Strong proficiency with HubSpot workflows, dashboard creation, and custom-coded actions.

Understanding of data architecture, segmentation, and lifecycle automation in HubSpot.

Excellent problem-solving skills and attention to detail.

Ability to translate business needs into scalable technical solutions.

Capability to work under pressure and meet deadlines.

Nice-To-Have

HubSpot certifications (e.g., CMS for Developers, Workflow Automation, Reporting).

Experience with other CRMs or automation tools.

Familiarity with financial services or regulated environments.

What's in it for you?

Work in a rapidly growing, dynamic, and high-performing company within the downtown financial district

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Information Technology

Industries

Financial Services and Investment Management

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