Revenue Systems Analyst

OpenLoop Health

About The Position

OpenLoop is seeking a Revenue Systems Analyst to manage the day-to-day administration of HubSpot and Salesforce. This role is crucial for ensuring these platforms are clean, well-configured, and effectively support the needs of the revenue team. The analyst will be the primary point of contact for system issues and will work closely with the Director of Revenue Systems & AI to execute the systems roadmap. This is a hands-on, high-impact position for someone who thrives on clean data, well-designed workflows, and understanding system intricacies.

Requirements

3–5+ years of hands-on Salesforce and HubSpot administration experience in a B2B SaaS environment
Salesforce Administrator certification required
Deep familiarity with the HubSpot–Salesforce integration—you've managed the sync, resolved field mapping issues, and know where things break
Strong working knowledge of Salesforce Flows and HubSpot Workflows—you can build automation without relying on a developer
Data-quality mindset: you notice bad data, understand why it happens, and build systems that prevent it
Strong attention to detail and a bias toward clean, well-documented work
Excellent communication skills—you can explain technical concepts to non-technical users patiently and clearly
Comfortable managing multiple priorities in a fast-moving environment; proactive about flagging issues and communicating status

Nice To Haves

Additional Salesforce certifications (Advanced Admin, Platform App Builder) a strong plus
HubSpot certifications (Marketing Hub, Sales Hub, or CRM) preferred
Experience supporting a CRM migration or major platform buildout a strong plus

Responsibilities

Own day-to-day Salesforce administration, including user management, profiles and permissions, object and field configuration, validation rules, flows, page layouts, and release management. Maintain a clean, well-documented org aligned with the revenue team's workflow.
Own day-to-day HubSpot administration across Marketing Hub, including contact and list management, workflow builds and maintenance, form and landing page configuration, email deliverability, and data hygiene. Ensure HubSpot supports campaign execution and reliable Salesforce sync.
Own data quality across both Salesforce and HubSpot, identifying and resolving duplicate records, enforcing field standards, running regular audits, and building validation rules and processes to maintain data integrity.
Serve as the first point of contact for system questions and issues from GTM users, resolving tickets, communicating changes, and training users on new features and workflows.
Build and maintain automation workflows in both Salesforce (Flow, Process Builder) and HubSpot (Workflows, Sequences), translating process requirements into reliable system configurations.
Support and monitor the HubSpot–Salesforce integration and other system connections, ensuring reliable data syncs, accurate field mappings, and prompt issue resolution.
Build and maintain reports and dashboards in Salesforce and HubSpot to provide GTM teams with visibility into key metrics, and support ad hoc reporting requests.
Maintain up-to-date technical documentation for both systems, including configurations, workflows, field maps, and integration logic, and follow a structured change management process for all system updates.
Partner with the Director of Revenue Systems & AI to execute the GTM systems roadmap, translating design decisions into working configurations and delivering enhancements on schedule.