Senior CRM & Business Intelligence Analyst

Deep Sync is hiring a Senior CRM & Business Intelligence Analyst to lead administration and optimization of its HubSpot CRM and develop business intelligence solutions. The role supports data-driven decisions and operational efficiency through CRM strategy, analytics, reporting, automation, and cross-functional system improvements.

Responsibilities:

• Serve as the primary administrator and subject matter expert for HubSpot CRM, overseeing system configuration, maintenance, optimization, and ongoing enhancements
• Develop and execute CRM strategies aligned with company objectives, operational priorities, and business growth
• Design, implement, and optimize HubSpot workflows, automation, pipelines, reporting, and integrations with other business systems
• Reconcile and integrate CRM data with finance and ERP systems (e.g., Sage), ensuring consistent records and reliable cross-functional reporting
• Maintain CRM data quality, governance, security, user permissions, and system documentation
• Develop and maintain business intelligence dashboards, reports, and analytical solutions that support leadership and cross-functional decision-making
• Utilize SQL and business intelligence tools to extract, analyze, transform, and visualize data from HubSpot and other business systems
• Partner with stakeholders to identify key performance indicators (KPIs), reporting requirements, and opportunities for operational improvement
• Own recurring leadership and board-level reporting, translating CRM and business performance data into clear, decision-ready insights
• Analyze business performance, identify trends and inefficiencies, and translate findings into actionable recommendations
• Identify and implement opportunities to automate manual processes, streamline reporting, and improve data accessibility and accuracy
• Lead CRM enhancements, data migrations, integrations, and system improvement initiatives as business needs evolve
• Provide HubSpot training, technical support, and guidance to internal users to improve adoption and effectiveness
• Establish and maintain best practices for CRM utilization, business intelligence, reporting, and data governance
• Evaluate emerging technologies, including AI-enabled analytics and automation, to identify opportunities for improved efficiency and scalability
• Independently manage multiple cross-functional projects while balancing strategic priorities with hands-on execution
• Build out and optimize lead routing workflows and speed-to-lead reporting to improve visibility, accountability, and responsiveness
• Own and enhance leadership and board-level reporting, delivering accurate, timely, actionable business insights
• Keep HubSpot data, workflows, integrations, and reporting aligned with Deep Sync’s new platform transition

Requirements:

• Advanced proficiency in HubSpot CRM administration, configuration, workflow automation, reporting, integrations, and system optimization
• Strong analytical and technical capabilities, including SQL and PostgreSQL (Postgres) proficiency, and experience developing business intelligence dashboards and reporting solutions
• Experience with Grafana, Power BI, Tableau, Looker, or a comparable business intelligence and visualization platform
• Ability to translate complex business requirements and datasets into actionable insights, technical solutions, and operational improvements
• Strong understanding of CRM data management, governance, data integrity, and reporting best practices
• Understanding of data privacy obligations, including the California Consumer Privacy Act (CCPA) and applicable state privacy laws, as they relate to CRM data collection, use, retention, and governance
• Ability to develop scalable processes, automate manual workflows, and improve efficiency across business systems
• Skilled communicator who can translate technical concepts and analytical findings into clear recommendations for both technical and nontechnical stakeholders
• Ability to work closely with a variety of teams, including Sales, Marketing, Customer Success, Product, Engineering, and Operations
• Strong organizational and project management skills, with the ability to independently prioritize competing initiatives
• Strategic thinking and sound judgment, with the ability to see the broader business picture while remaining comfortable executing detailed technical work
• Adaptability, resourcefulness, and a proactive, solutions-oriented approach in a fast-paced, evolving environment
• Direct, hands-on experience administering, configuring, and optimizing HubSpot CRM is required. Experience exclusively with other CRM platforms, including Salesforce or Microsoft Dynamics, does not satisfy this requirement
• Proficiency in SQL, including PostgreSQL (Postgres), for data extraction, manipulation, and analysis
• Demonstrated experience developing dashboards and reporting solutions using Grafana, Power BI, Tableau, Looker, or a comparable business intelligence platform
• Experience with CRM workflow automation, system integrations, data management, and reporting
• Understanding of data privacy obligations, including CCPA and applicable state privacy laws, as they apply to CRM data
• Ability to independently manage and contribute directly to technical projects from planning through implementation
• Strong analytical, problem-solving, communication, and stakeholder management capabilities
• Familiarity with Google and Microsoft productivity suites
• Ability to work effectively across departments and adapt to evolving business needs and priorities
• At least 5 years of relevant professional experience in CRM administration, business intelligence, business systems, revenue operations, data analytics, or related roles
• At least 3 years of direct, hands-on HubSpot CRM administration and optimization experience
• Demonstrated experience developing and implementing business intelligence solutions, reporting frameworks, and data-driven operational improvements
• Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time
• Experience working in a startup, small-to-midsize technology company, or similarly lean organizational environment preferred
• Background in B2B SaaS, data technology, MarTech, AdTech, or related industries preferred
• HubSpot certifications in CRM administration, Revenue Operations, Sales Hub, Marketing Hub, or related areas preferred
• Experience with HubSpot APIs, advanced integrations, data warehouses, ETL processes, or advanced data modeling preferred