Revenue Operations Systems Administrator
Clearstory
- São Paulo - SP
- Permanente
- Período integral
- Serve as a day-to-day owner and administrator of HubSpot CRM
- Administer and support core connected revenue systems, including:
- Gong (conversation intelligence and CRM sync)
- CPQ and document automation tools such as PandaDoc
- Data enrichment and orchestration platforms such as ZoomInfo and Clay
- Maintain and configure:
- Contacts, Companies, Deals, and Tickets (as applicable)
- Properties, property groups, and schemas
- Pipelines, lifecycle stages, and associations
- Own system access, permissions, and seat provisioning across revenue tools
- Support testing, QA, and safe deployment of system changes
- Ensure systems remain stable, scalable, and easy to use as the company grows
- Maintain clear, well-organized documentation covering:
- System architecture and data flows
- Key workflows and automations
- Field definitions, schemas, and naming conventions
- Change logs and release notes for system updates
- Build, maintain, and monitor workflows across HubSpot and connected systems to support:
- Data hygiene and normalization
- Lifecycle stage updates across Sales and Customer Success
- Routing, ownership assignment, and notifications
- Deal progression and CPQ/document workflows
- Troubleshoot workflow failures, sync issues, and automation errors
- Document workflows and integrations clearly, including purpose, logic, dependencies, and known edge cases
- Maintain workflow documentation and change logs to support long-term scalability
- Own data cleanliness, consistency, and structure across the revenue stack
- Define and enforce standards for:
- Deduplication
- Required fields
- Naming conventions and formatting
- Monitor and validate inbound data from:
- Web forms
- Product data integrations
- Gong, PandaDoc, ZoomInfo, Clay, and other third-party tools
- Partner with data stakeholders to ensure reliable data flow between product and GTM systems
- Proactively identify, investigate, and resolve data quality issues
- Support territory, ownership, and account hierarchy management
- Document data standards and governance rules to ensure consistent usage across teams
- Partner with the Head of Revenue Operations to prepare and maintain data architecture that supports AI-driven use cases
- Prototype and deploy AI-assisted workflows for:
- Segmentation and enrichment
- Lead and account scoring support
- Data normalization and classification
- Ensure CRM schemas, fields, and workflows are structured to support:
- AI-assisted analysis
- Automation and orchestration tools
- Future AI-enabled workflows across Sales, Marketing, and Customer Success
- Document AI-assisted workflows and assumptions to ensure transparency and maintainability
- Support defined marketing operations tasks in HubSpot, including:
- Building lists and segments from documented criteria
- Supporting email nurtures from approved specifications
- Managing forms and campaign tracking
- Act as a systems support partner for Sales and Customer Success:
- CRM and workflow troubleshooting
- Data cleanup and field updates
- Ownership, pipeline, and territory adjustments
- Reduce friction and manual work for customer-facing teams by ensuring systems behave predictably and are well-documented
- Support website CMS administration as it relates to GTM data capture
- Support Google Tag Manager and Google Analytics integrations
- Monitor form submissions, conversion tracking, and downstream data flow
- Collaborate on custom tracking, event instrumentation, and validation
- Ensure accurate data flow from website → HubSpot → reporting
- Document tracking implementations and data definitions
- Maintain baseline HubSpot dashboards and reports
- Monitor system health indicators, including:
- Data completeness
- Workflow and sync errors
- Routing and ownership accuracy
- Support ad hoc data validation and operational reporting requests
- Partner with RevOps leadership to ensure reporting accuracy and trust
- Maintain reporting documentation and metric definitions
- HubSpot data is consistently clean, reliable, and trusted across teams
- Core workflows and automations run with minimal errors and clear documentation
- Sales, Marketing, and Customer Success experience reduced friction due to reliable systems
- Data flows between product and GTM systems are stable, monitored, and well understood
- Foundational AI-assisted workflows are live and improving operational efficiency
- 3+ years of hands-on experience in Revenue Operations, with a strong focus on HubSpot CRM administration, configuration, and workflows
- Deep experience working directly in HubSpot as a system administrator
- Strong attention to detail and a high bar for data accuracy and reliability
- Comfortable supporting Sales, Marketing, and Customer Success teams
- Organized, dependable, and process-driven
- Comfortable working remotely and collaborating across time zones
- Experience administering and building workflows across a modern GTM tech stack, including tools such as:
- Sales engagement and conversation intelligence platforms (e.g., Gong)
- Data enrichment and orchestration tools (e.g., Clay)
- Marketing automation and lifecycle tooling
- Familiarity for CPQ tools such as PandaDoc
- Familiarity with website CMS administration (e.g., Webflow, WordPress, or similar)
- Exposure to AI-assisted workflows, automation, or data preparation for AI use cases
- Working knowledge of SQL for data validation, analysis, or troubleshooting
- Experience supporting B2B SaaS or vertical SaaS companies
- Familiarity with product-led growth data and lifecycle concepts
- Experience working with distributed or offshore teams
- Fully remote role
- Competitive market-rate compensation for the region
- Exposure to modern SaaS revenue operations and AI-enabled workflows
- Opportunity to expand responsibilities over time