Business Systems Manager

Responsibilities

• Own HubSpot governance end-to-end: establish formal request, prioritization, and change-management process for configuration and data changes; design and enforce role-based permissions framework with field-level restrictions and data entry standards.
• Audit, rationalize, and consolidate the Zapier and broader automation layer that writes to HubSpot or other core systems; document and justify each remaining workflow against a “could this be a native integration?” test.
• Own the HubSpot data integrity roadmap: remediate existing issues, prevent new ones, and coordinate with Engineering on integrations that read from or write to HubSpot.
• Trace every incoming request to first principles: surface system-of-record violations, identify when workflows or duplicate fields compensate for missing integrations, and recommend the right architectural solution.
• Support the LoanPro implementation by absorbing discrete workstreams (e.g., Moov integration, read-only data flow into HubSpot); take over vendor coordination; assume full operational ownership at steady state.
• Maintain working knowledge of adjacent systems (Feather AI, QuickBooks or future ERP, data warehouse, Middesk) and flag cross-boundary issues.
• Serve as connective tissue between business operations, Engineering, and external vendors: acknowledge, scope, and resolve systems requests with judgment.
• Document the why behind decisions; build frameworks and processes that scale without constant intervention.

Requirements

• 5+ years of experience in business systems, RevOps, systems administration, or similar role at a high-growth fintech, lender, or operations-heavy SaaS company.
• 2+ years of hands-on CRM administration experience (HubSpot, Salesforce, or similar); personally configured custom objects, properties, workflows, permissions, and integrations in a production CRM.
• Demonstrated experience auditing and rationalizing an automation layer (Zapier, Workato, native HubSpot workflows, or similar).
• Strong integration and data architecture instincts: ability to reason across systems, identify system of record, and design clean read-only data flows.
• Comfortable with APIs, webhooks, JSON, and basic SQL at a fluent-reader / occasional-writer level.
• Track record of constructive pushback: examples of redirecting requests to the right system and explaining reasoning.
• 1+ year of experience working in a remote or distributed environment.
• Self-directed, accountable, and proactive; thrives in build-stage environments.

Nice-to-Haves

• Experience in lending, financial services, or transactional environment.
• Direct or adjacent experience with a loan management system (LoanPro, NLS, Mortgage Cadence, FICS, or similar).
• Eagerness to adopt AI into workflow for efficiency.

Compensation and Benefits

• Base salary: $100,000 – $150,000.
• Total OTE: $110,000 – $165,000 (based on experience).
• Equity stock options.
• Paid health care.
• 401K + company match.
• Industry-leading benefits.