What are the responsibilities and job description for the HubSpot Analyst position at 401GO?
Role: HubSpot Analyst
Location: Sandy, UT (Hybrid)
Reports To: Manager, Revenue Operations
We are seeking a detail-oriented and technically capable HubSpot CRM Analyst to support our growing Sales, Revenue, and Enablement organization. This individual will play a key role in managing our HubSpot CRM, ensuring data integrity, enabling better insights, and optimizing processes as the company evolves.
The ideal candidate has 1–2 years of experience in Sales Operations, Revenue Operations, Sales Enablement, Sales Support, or related analytical roles. They are comfortable working in a dynamic environment, improving workflows, and providing actionable insights that help the business make informed decisions.
What You’ll Be Doing:
CRM Management & Optimization
- Maintain and optimize the HubSpot CRM environment, ensuring fields, objects, and configurations support evolving business needs.
- Audit and improve data accuracy, completeness, and operational consistency.
- Troubleshoot CRM issues and implement solutions to improve system performance and user experience.
- Manage user permissions, team structures, and CRM governance standards.
Reporting & Analytics
- Build, maintain, and automate dashboards and reports for Sales, Leadership, Marketing, and Operations teams.
- Analyze sales and operational data to uncover trends, performance gaps, and opportunities for improvement.
- Support forecasting and pipeline analysis in collaboration with revenue teams.
Workflow & Process Improvements
- Evaluate existing workflows, automations, and processes within HubSpot; recommend enhancements based on changing organizational needs.
- Create new workflows, sequences, and automation logic to streamline sales, customer success, and marketing operations.
- Partner with cross-functional teams to document, refine, and implement new processes.
Data Quality & Governance
- Identify data inconsistencies and design strategies to improve data hygiene and long-term governance.
- Develop and maintain data validation rules, deduplication processes, and enrichment logic. - Educate internal stakeholders on CRM best practices.
- Cross-Functional Collaboration
- Work closely with Sales, Marketing, Customer Success, and Leadership teams to understand data needs and provide analytical support.
- Assist in onboarding new users to HubSpot tools, dashboards, and reporting. - Act as a subject matter expert for HubSpot usage, data structures, and operational considerations.
What You Bring:
- 1–2 years of experience in Sales Operations, Revenue Operations, Enablement, Sales Support, Business Analysis, or a similar analytical role.
- Hands-on experience with HubSpot CRM (other CRM experience considered with demonstrated ability to transition quickly).
- Strong analytical skills with the ability to extract, transform, and interpret data. - Experience building reports and dashboards (HubSpot or BI tools).
- Working knowledge of sales processes, CRM data structures, and operational workflows.
- Excellent communication skills and ability to collaborate with cross-functional teams. - Detail-oriented and comfortable managing multiple priorities in a fast-paced environment.
Preferred Qualifications
- HubSpot certifications (e.g., CRM Admin, Reporting, RevOps).
- Experience in SaaS, fintech, or a high-growth environment.
- Familiarity with Excel/Sheets, SQL, or BI tools (Looker Studio, Power BI, etc.). - Understanding of lead routing, scoring, lifecycle management, and revenue funnel reporting.
Job Type: Full-time
Pay:
Location: United States
Why 401GO?
At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.
What We Offer
- A standout 401(k) plan (naturally!).
- Generous stock options—share in our growth and success.
- Flexible work environment—choose where you’re most productive.
- Excellent benefits, including medical, dental, and vision.
- Flexible hours—because great work doesn’t always happen 9–5.
- Plenty of PTO—we value work-life balance.
- A fully stocked kitchen when you’re in the office.
At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.
We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.