HubSpot Operations & Automation Specialist

Wellby Financial; Webster (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Wellby Financial in Webster, TX seeks a HubSpot Operations Specialist to support the administration, optimization, and day-to-day operations of HubSpot across Marketing, Sales, Service, and Operations hubs.

You will configure properties, lists, forms, workflows, dashboards, and reports, ensure data quality, assist with user support and onboarding, and drive platform adoption within governance standards. This role reports to the HubSpot Administrator.

Qualifications

• Bachelor’s degree required in Business, Information Systems, Marketing, Communications, or a related field.
• 1–3 years of experience supporting, administering, or maintaining HubSpot, Salesforce, or a similar CRM.
• Experience supporting CRM administration activities, including workflows, reporting, user support, data management, and platform configuration.
• Experience working with cross-functional stakeholders to gather requirements and support process improvements.
• HubSpot certifications in Marketing Hub, Sales Hub, Service Hub, Operations Hub, and/or Reporting are preferred; experience with third‑party vendors or implementation partners is a plus.

Responsibilities

• Support the administration, maintenance, and optimization of HubSpot within governance standards.
• Configure and maintain properties, lists, forms, workflows, dashboards, reports, pipelines, and user permissions.
• Troubleshoot user issues and coordinate resolution with internal teams, the HubSpot Administrator, and agency partners.
• Gather business requirements and support the implementation of approved HubSpot solutions.
• Support implementation projects led by the HubSpot Administrator, agency partner, or business leaders through requirements gathering, testing, validation, documentation, deployment support, and status updates.
• Assist with CRM data quality through auditing, cleansing, deduplication, monitoring, imports, exports, and validation activities.
• Build and maintain standard operational dashboards and reports to support business users and reporting requirements.
• Promote adoption of HubSpot standards, governance, and best practices across the organization.

Skills

HubSpot admin

CRM admin

Data quality

Reporting

Workflows

Stakeholder comms

Training onboarding

Microsoft Office

Zoom/Teams

Education

Bachelor’s degree in Business, Information Systems, Marketing, Communications, or related field

Tools

Microsoft Office

Zoom

Teams

Job description

Wellby Financial in Webster, TX seeks a HubSpot Operations Specialist to support the administration, optimization, and day-to-day operations of HubSpot across Marketing, Sales, Service, and Operations hubs.

You will configure properties, lists, forms, workflows, dashboards, and reports, ensure data quality, assist with user support and onboarding, and drive platform adoption within governance standards. This role reports to the HubSpot Administrator.