Business Systems Manager

What You’ll Do

• Own HubSpot governance end-to-end — establish a formal request, prioritization, and change-management process for all configuration and data changes; design and enforce a 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 — documenting and justifying 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 any integration that reads from or writes to HubSpot
• Trace every incoming request to first principles — surface system-of-record violations before they get built, identify when workflows or duplicate fields are compensating for missing integrations, and recommend the right architectural answer (not just the requested one)
• Support the LoanPro implementation in the near term by absorbing discrete workstreams (e.g., Moov integration, read-only data flow into HubSpot); take over vendor coordination as implementation stabilizes; assume full operational ownership at steady state
• Maintain working knowledge of adjacent systems (Feather AI, QuickBooks or future ERP, the data warehouse, Middesk) and flag cross-boundary issues even where this role does not have primary ownership
• Serve as the connective tissue between business operations, Engineering, and external vendors — acknowledging, scoping, and resolving systems requests with judgment rather than reflex
• Document the why, not just the what — build frameworks and processes that hold up over time and run without your constant intervention

Qualifications

• 5+ years of experience in business systems, RevOps, systems administration, or a 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) — not just adding to it
• Strong integration and data architecture instincts — ability to reason across systems, identify the system of record, and design clean read-only data flows between systems
• Comfortable with APIs, webhooks, JSON, and basic SQL at a fluent-reader / occasional-writer level; does not need to write production code
• Track record of constructive pushback — can point to specific examples of redirecting a request from the wrong system to the right one and walking stakeholders through the reasoning
• Experience in lending, financial services, or another transactional environment is a strong plus
• Direct or adjacent experience with a loan management system (LoanPro, NLS, Mortgage Cadence, FICS, or similar) is a plus
• 1+ year of experience working in a remote or distributed environment is preferred
• Self-directed, accountable, and proactive — thrives in build-stage environments where the playbook is still being written

What Success Looks Like

• All HubSpot configuration changes flow through a documented, well-understood request and prioritization process. Stakeholders trust the process and the system
• The Zapier and automation layer is materially smaller, fully documented, and intentionally justified — not silently compensating for missing infrastructure
• A permissions framework is in place, enforced, and reviewed quarterly. Data quality at the field level is measurably better than it was at start
• LoanPro reaches steady-state ownership under this role within 6 months, with no implementation slippage during the transition
• Cross-functional partners (Sales, Capital Markets, Servicing, Engineering, Finance) consistently report that systems decisions are faster, better-reasoned, and less reactive than they were before this hire
• You adopt AI into your workflow and are eager to find tech-forward ways to gain efficiency and reduce manual work

Compensation & Benefits

• Base salary of $100,000 – $150,000 and a total OTE of $110,000 – $165,000 (based on experience)
• Equity stock options, paid health care, and a 401K + company match, among other industry-leading benefits