• Act as a business partner to Sales leaders to understand and identify essential business questions and challenges • Lead projects to develop answers and solutions to those questions and challenges as well as developing KPIs to track results • Present insights to executives that will drive performance improvements and establish scalable process enhancements across the organization • Mine large datasets, draw relevant insights, and create visualizations to summarize findings for executive consumption • Analyze and monitor data for anomalies, recognizing trends and potential business implications • Guide commission and territory planning processes with analytical support, providing strategic recommendations • Identify areas of opportunity within the business and propose innovative solutions • Develop and present data-driven recommendations to Sales Leaders to optimize sales strategies and improve performance • Be a mentor and leader to the more junior analysts on the team

• Maintaining and optimizing HubSpot across Marketing, Sales, and CS teams • Building and updating properties, workflows, automation, lists, and reports • Supporting pipeline hygiene: deal quality, lifecycle tracking, task queues • Assisting in user management, permissions, audits, and system documentation • Troubleshooting HubSpot issues and coordinating solutions with vendors or partners • Helping evaluate, test, and implement AI tools (Clay, Claygent, HubSpot Agents, ICP surfacing tools, sequencing AI, etc.) • Assisting with automations across enrichment, outreach, and reporting • Building lightweight no-code/AI workflows to increase team efficiency • Tracking impact of AI tools on productivity, conversion, and data quality • Supporting ongoing CRM hygiene and enrichment processes • Monitoring data integrity across companies, contacts, and deals • Implementing rules and automations to prevent duplicates and bad data • Running audits on missing/incomplete fields and assisting with cleanup initiatives • Maintaining standardization of naming conventions and data taxonomies

• Lead a one-time, end-to-end implementation of HubSpot across CRM, Marketing, Sales, and Service Hubs • Own platform architecture, configuration, automation, and handoff to production-ready state • Work closely with internal stakeholders and the client to design and deploy a scalable HubSpot instance • Architect HubSpot across all Hubs (CRM, Marketing, Sales, Service, Ops) • Design data model, lifecycle stages, pipelines, and core objects • Configure workflows, automation, lead routing, and scoring • Implement and validate integrations with the client’s existing stack • Support data migration, cleanup, and QA • Build dashboards and reporting for operational and executive visibility • Document system architecture and implementation decisions • Deliver clean handoff of a production-ready HubSpot environment • Deliver fully configured HubSpot deployment, documented CRM architecture, live automations, integrated external tools, dashboards, final QA, documentation, and handoff

• Support the day-to-day operation and optimization of HubSpot CRM for the Sales team, with a focus on data integrity, reporting accuracy, and workflow effectiveness • Analyze pipeline and forecast data to surface trends, risks, and opportunities impacting revenue predictability and sales performance • Build, maintain, and refine pipeline and forecast reports that provide clear visibility for Sales leadership and executive stakeholders • Develop and maintain executive-ready dashboards that track pipeline health, conversion rates, deal velocity, and forecast accuracy • Perform deep-dive analysis on sales rep and SDR performance to identify drivers of success, bottlenecks, and areas for improvement • Monitor stage progression, deal aging, and forecast movement to highlight gaps in process execution or data hygiene • Partner with Sales leadership to provide analytical support for forecast reviews, pipeline inspections, and performance discussions • Identify data quality issues, workflow breakdowns, and reporting inconsistencies, and recommend solutions to improve accuracy and efficiency • Build and refine HubSpot workflows that support lead routing, pipeline hygiene, and consistent sales execution • Leverage AI-driven tools and analytics to accelerate data analysis, identify patterns, and improve workflow efficiency • Collaborate with Sales, Marketing, Product, and the shared Data team to ensure consistent definitions, aligned metrics, and scalable reporting • Support sales commission and incentive compensation processes through data validation, reporting, and reconciliation.