HubSpot Ops & Automation Specialist

JSC Federal Credit Union; Town of Texas (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

Wellby Financial is seeking a HubSpot Operations Specialist to support the ongoing administration, optimization, and day-to-day operations of the HubSpot platform across Marketing, Sales, Service, and Operations Hub. The Specialist works under the HubSpot Administrator to configure properties, lists, forms, workflows, dashboards, reports, and user permissions, while ensuring data quality and governance.

Ideal candidates have a bachelor’s degree in a related field and 1–3 years of CRM experience,

Qualifications

• Bachelor's degree in Business, Information Systems, Marketing, Communications, or a related field required.
• Minimum of 1–3 years of experience supporting, administering, or maintaining HubSpot, Salesforce, or a similar CRM and marketing automation platform.
• One year of relevant work experience may be substituted for one year of required education.
• 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 working with third-party vendors or implementation partners preferred.

Responsibilities

• Maintain and optimize HubSpot configurations including properties, lists, forms, workflows, dashboards, reports, pipelines, and user permissions.
• Assist with platform enhancements, system optimization efforts, and operational requests.
• Troubleshoot user issues and coordinate resolution with internal teams and agency partners.
• Gather business requirements and support implementation of approved HubSpot solutions.
• Support CRM data quality through auditing, cleansing, deduplication, monitoring, imports/exports, and validation.
• Build and maintain operational dashboards and reports for business users.
• Promote adoption of HubSpot standards and governance across the organization.

Skills

CRM administration

Data management

Reporting & dashboards

Stakeholder collaboration

Communication

Troubleshooting

Education

Bachelor’s degree in Business/IS/Marketing/Communications or related field

Tools

HubSpot

Salesforce

Job description

Wellby Financial is seeking a HubSpot Operations Specialist to support the ongoing administration, optimization, and day-to-day operations of the HubSpot platform across Marketing, Sales, Service, and Operations Hub. The Specialist works under the HubSpot Administrator to configure properties, lists, forms, workflows, dashboards, reports, and user permissions, while ensuring data quality and governance.

Ideal candidates have a bachelor’s degree in a related field and 1–3 years of CRM experience,