CRM/RevOps Analyst

Fintitan, LLC; Atlanta (GA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Health savings account

Life insurance

Short-term disability

Long-term disability

Employee assistance program

Paid time off

Paid holidays

Weekly lunches and stocked employee<br

Job summary

ERTC.com is seeking a hands-on CRM / Revenue Operations Analyst to strengthen systems, data, and reporting for our client portfolio. You will own HubSpot-driven CRM administration, dashboards, and data workflows while partnering with Operations and Technology in a fast-paced environment.

The role emphasizes data integrity, actionable insights, and scalable processes; proficiency in HubSpot (and experience with Salesforce or GHL) is valued, along with strong Excel/Sheets skills and a proactive

Qualifications

• Associate or bachelor’s degree in business administration, information technology, or a related field preferred.
• Experience in fintech or accounting is a plus; interest in learning AI-supported reporting workflows is welcome.

Responsibilities

• Own day-to-day CRM administration and integrations, focused on HubSpot, including pipelines, permissions, and workflows.
• Troubleshoot CRM and reporting issues; investigate root causes and implement practical solutions.
• Build dashboards and reports; maintain data quality and support leadership with actionable insights.
• Identify opportunities to automate repetitive work and design scalable CRM processes.
• Assist with AI-enabled workflows and integrate AI-supported reporting where appropriate.
• Collaborate with Operations and Technology to improve reporting consistency and speed.
• Support accounts receivable status and credit-related client reporting.

Skills

Analytical mindset

Attention to detail

Self-directed

Strong communication

Deadline management

Education

Associate or bachelor’s degree in business administration, information technology, or related field

Tools

HubSpot

Salesforce

GoHighLevel

Excel/Google Sheets

Job description

About ERTC.com

ERTC.com is the nation’s largest Employee Retention Tax Credit (ERTC) company. We are dedicated to maximizing refunds and minimizing risks for small businesses. Our team of licensed American CPAs and tax specialists work tirelessly to ensure businesses get the highest possible funding.

The Opportunity

ERTC.com is seeking a hands-on CRM / Revenue Operations Analyst to strengthen the systems, data, and reporting that support our existing client portfolio. This role combines CRM administration, data analysis, actionable reporting, and workflow improvement. You will maintain reliable information, solve day-to-day system problems, and make it easier for operations teams and leadership to act on accurate, timely insights. The environment is fast-paced and high-volume, so success requires independence, attention to detail, and comfort shifting priorities.

What You’ll Do

CRM Administration & Integrations

• Own day-to-day administration and maintenance of CRM pipelines, permissions, list views, workflows, automations, and integrations, with a focus on HubSpot.

• Troubleshoot CRM and reporting issues independently, investigate root causes, and implement practical solutions.

• Improve system usability and help project managers and team leaders access, adjust, and interpret reports and targeted lists.
  Data Quality, Analysis & Reporting

• Build, maintain, and improve dashboards, targeted lists, daily reports, and recurring weekly/monthly leadership reporting.

• Clean, reconcile, and validate large structured and unstructured datasets from multiple sources; identify anomalies, trends, and data-integrity issues.

• Conduct ad hoc investigations and turn complex information into clear, actionable findings.

• Support reporting across the existing client portfolio, including accounts receivable status and clients who continue receiving credit-related support after paying their fees.
  Process Improvement & AI-Enabled Workflows

• Partner with Operations and Technology colleagues to streamline workflows and improve reporting consistency, accuracy, speed, and accessibility.

• Identify opportunities to automate repetitive work and design scalable reporting and CRM processes.

• Help administer AI tools and incorporate AI-supported workflows into reporting as appropriate; prior AI experience is a plus, but not required.

• Hands‑on experience administering a CRM instance—ideally HubSpot—including workflows, reporting, permissions, and troubleshooting; Salesforce or GoHighLevel (GHL) experience is also relevant.

• Strong spreadsheet skills (Excel or Google Sheets), comfort with large datasets, and experience building dashboards and actionable reports.

• Analytical, detail-oriented approach to data integrity and problem-solving.

• Self-directed ownership, strong communication, and ability to manage competing requests and short deadlines in a fast-moving environment.

• Associate or bachelor’s degree in business administration, information technology, or a related field preferred.

• Experience in fintech or accounting is a plus; interest in learning AI-supported reporting workflows is welcome.

• Health insurance

• Dental insurance

• Vision insurance

• Health savings account

• Life insurance

• Short-term disability

• Long-term disability

• Employee assistance program

• Paid time off

• Paid holidays

• Weekly lunches and stocked employee break room

• Professional development opportunities