StraighterLine

• Serve as a primary point of contact for assigned external government clients • Facilitate requirement-gathering sessions with client stakeholders • Translate contractual, regulatory, and operational needs into actionable system requirements • Communicate delivery status, scope changes, and tradeoffs clearly and professionally • Balance client expectations with technical feasibility and team capacity • Serve as the requirements owner for a dedicated Scrum team • Prioritize backlog items in alignment with stakeholder needs and funding commitments • Participate actively in sprint planning, refinement, reviews, and retrospectives • Ensure completed work meets business intent and acceptance criteria • Review, analyze, and evaluate business needs to define scope and objectives • Produce detailed workflows and specifications • Maintain organized documentation in Agile tooling environments (e.g., Jira, Confluence) • Support QA and user acceptance testing • Identify process improvements that enhance clarity and delivery predictability • Contribute to reporting and data-informed decision-making • Proactively identify risks, ambiguities, and dependency conflicts

• Own the HubSpot ↔ Salesforce integration, including object mappings, lifecycle logic, campaign influence, lead routing, and data hygiene. • Ensure Salesforce and HubSpot support a cohesive full-funnel lifecycle, from first touch through opportunity management and customer success. • Maintain clean, reliable data to support automation, attribution, forecasting, and executive reporting. • Architect, configure, and scale marketing operations in HubSpot, ensuring alignment with Salesforce sales stages and processes. • Build and manage HubSpot lists, segmentation logic, and scoring models to support targeted marketing and customer success efforts. • Design, launch, and iterate automated nurture workflows to improve MQL → SQL conversion rates. • Optimize Salesforce objects, fields, layouts, and permissions to support Sales, Customer Success, and Operations. • Conduct system audits (permissions, layouts, usage) and implement cleanups that improve usability and data quality. • Build and maintain reports and dashboards in Salesforce and HubSpot for operational and executive audiences. • Implement Flow-based automations and process optimizations to eliminate manual procedures, reduce errors, and improve operational efficiency within Salesforce. • Translate business requirements into clear technical specifications for offshore development and data engineering partners. • Serve as an internal HubSpot and Salesforce subject matter expert, supporting users through training, documentation, and problem-solving. • Work closely with Marketing, Sales, Customer Success, and Operations to understand needs and turn them into scalable system solutions. • Document system changes, processes, and best practices to support adoption and long-term maintainability.