Senior Financial Systems Analyst - CRM, SaaS & Service

The role

The Senior Financial Systems Analyst supports systems, automations, and integrations for T3 Sales and Service teams. This role ensures HubSpot configurations, workflows, and reporting meet business and leadership needs.

What you will do

• Convert business problems into scalable system and process improvements.
• Administer HubSpot users, teams, permissions, properties, objects, pipelines, quotes, playbooks, lists, workflows, reports, dashboards, and data-quality controls.
• Design and maintain CRM workflows for sales execution, customer engagement, and service operations.
• Gather and document requirements, map processes, and recommend solutions.
• Build and support low-code applications and internal tools.
• Evaluate and implement AI-assisted and agentic workflows using approved enterprise tools.
• Configure and troubleshoot integrations using REST APIs, webhooks, JSON payloads, and authentication methods.
• Use SQL and cloud data platforms to investigate production issues and validate records.
• Support secure data movement between HubSpot and connected enterprise applications.
• Own production support for assigned CRM capabilities and integrations.

Required qualifications

• Strong hands-on HubSpot administration experience.
• Strong understanding of CRM and SaaS operating environments supporting Sales and Service teams.
• Practical fluency with AI and agentic AI.
• Experience building workflow automation and internal tools in a low-code platform.
• Working SQL proficiency.
• Practical knowledge of REST APIs, webhooks, JSON, and authentication.
• Ability to troubleshoot application configuration, permissions, automation, data, and integrations.
• Experience converting operational requests into process maps, requirements, and test plans.
• Strong production-support and release habits.
• Strong documentation and enablement skills.
• Ability to lead solution design and mentor peers.
• At least 5+ years of experience in CRM systems, business systems, systems administration, systems analysis, revenue operations, SaaS operations, or a related technical role.

Nice to have

• Bachelor's degree in Information Systems, Computer Science, Business, Data Analytics, or equivalent education and practical experience
• Experience supporting customer-facing SaaS teams
• HubSpot certification
• Experience with low-code development
• Experience with cloud data platforms
• Experience with APIs
• Experience with integration tools
• Experience with lightweight scripting
• Experience with enterprise AI workflow tools

Benefits

• Competitive compensation
• Full medical, dental, and vision coverage for full-time employees
• Generous PTO + paid holidays
• 401(k) + company match
• Gym membership stipend + wellness programs
• Company events, food truck nights
• 16 hours of paid volunteer time per year
• Career advancement, leadership training, and professional development opportunities

Before you apply

• Employment is contingent on passing a background check.
• Some roles require passing a drug test.

About the company

EquipmentShare is a people-first company using proprietary T3 technology to transform the construction industry.