CRM/RevOps Analyst

Fintitan, LLC; Peachtree City (GA); Hybrid; USD 70,000 - 100,000; 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…

Professional development opportunities

Job summary

ERTC.com is seeking a hands-on CRM / Revenue Operations Analyst to strengthen systems, data, and reporting that support our client portfolio. You will maintain reliable information, solve day-to-day system problems, and provide timely insights for operations teams and leadership in a fast-paced, high-volume environment.

You’ll own CRM administration (HubSpot focus), develop dashboards, clean datasets, and partner with Operations to automate workflows and AI-enabled reporting where appropriate.

Qualifications

• Hands-on experience administering a CRM instance, ideally HubSpot.
• Experience with workflows, reporting, permissions, and troubleshooting.
• Strong spreadsheet skills and ability to build dashboards and actionable reports.
• Analytical, detail-oriented approach to data integrity and problem-solving.
• Self-directed ownership and ability to manage competing requests in a fast-paced environment.
• Associate or bachelor’s degree in business administration, information technology, or related field preferred.
• Experience in fintech or accounting is a plus; interest in AI-supported reporting workflows welcome.

Responsibilities

• Own day-to-day CRM administration, pipelines, permissions, and integrations (HubSpot focus).
• Build and maintain dashboards, targeted lists, and leadership reports.
• Clean, reconcile, and validate large datasets; identify anomalies and trends.
• Conduct ad hoc investigations; translate complex data into actionable findings.
• Support reporting across client portfolio, including AR status and credit-related support.

Skills

HubSpot

CRM Admin

Data analysis

Excel

Salesforce

GoHighLevel

Reporting

AI workflows

Problem-solving

Communication

Education

Associate or bachelor's degree in business or IT

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