Senior Financial Systems Analyst - CRM, SaaS & Service

EquipmentShare • Columbia, MO

1d • Onsite

About The Position

EquipmentShare is hiring a Senior Financial Systems Analyst - CRM, SaaS & Service for its Corporate Headquarters in Columbia, Missouri. The role supports the systems, automations, and integrations used by T3 Sales and Service teams. Working with leaders and frontline teams, the analyst translates business requirements into scalable HubSpot solutions, workflows, reporting, integrations, and documented processes.

The analyst serves as a senior systems partner, administers HubSpot capabilities, supports low-code tools and approved AI-assisted workflows, and helps ensure reliable data movement across connected systems. The role also owns production support for assigned CRM capabilities and integrations, leads well-scoped systems initiatives, and promotes secure access, sound controls, documentation, testing, and release practices. It partners with Financial Systems leadership and provides technical guidance and peer mentoring.

Requirements

• Strong hands-on HubSpot administration experience, including custom properties and objects, pipelines, permissions, workflows, reporting, data quality, and controlled configuration changes.
• Strong understanding of CRM and SaaS operating environments supporting Sales and Service teams.
• Practical fluency with AI and agentic AI, including prompt design, tool use, workflow orchestration, evaluation, human oversight, and monitoring; experience using approved AI capabilities without model training or machine-learning infrastructure development.
• Experience building workflow automation and internal tools in a low-code platform, plus working SQL proficiency for operational investigation and validation.
• Practical knowledge of REST APIs, webhooks, JSON, authentication, integration errors, and data-synchronization patterns.
• Ability to troubleshoot application configuration, permissions, automation, data, and integrations, and explain findings to technical and business partners.
• Experience turning ambiguous operational requests into process maps, requirements, acceptance criteria, test plans, and production-ready changes.
• Strong production-support and release practices, including prioritization, incident communication, root-cause analysis, UAT, rollback planning, and monitoring.
• Strong documentation and enablement skills, including runbooks, system definitions, change notes, training materials, and leadership-facing updates.
• Ability to lead solution design, mentor peers, influence standards, and coordinate cross-functional delivery without formal management authority.
• Sound judgment regarding customer and financial data, least-privilege access, audit evidence, and repeatable controls.
• Ability to manage concurrent support requests and projects independently while surfacing capacity constraints, dependencies, risks, and decisions early.
• At least 5 years of experience in CRM systems, business systems, systems administration, systems analysis, revenue operations, SaaS operations, or a related technical role.
• At least 5 years of SQL experience solving analytical problems.
• Must be able to sit for prolonged periods at a desk and work on a computer.

Nice To Haves

• 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, cloud data platforms, APIs, integration tools, lightweight scripting, or enterprise AI workflow tools.

Responsibilities

• Serve as a senior systems partner to T3 Sales and Service teams and leadership, translating 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, service operations, management visibility, and consistent business processes.
• Gather and document requirements, map current and future-state processes, identify control and data gaps, define acceptance criteria, and recommend solutions.
• Build and support low-code applications and internal tools that improve operational efficiency, data quality, and user experience.
• Evaluate and implement AI-assisted and agentic workflows with Engineering using approved enterprise tools and documented objectives, human review, testing, monitoring, and controls.
• Configure and troubleshoot integrations using REST APIs, webhooks, JSON payloads, authentication methods, and scheduled or event-driven automation.
• Use SQL and cloud data platforms to investigate production issues, validate records, reconcile system outputs, and verify workflows and internal tools.
• Support secure and reliable data movement between HubSpot and connected enterprise applications, reporting platforms, and internal systems.
• Own production support for assigned CRM capabilities and integrations, including triage, root-cause analysis, corrective action, stakeholder communication, and follow-through.
• Plan and execute sandbox configuration, test cases, user acceptance testing, release validation, rollback preparation, and post-deployment monitoring.
• Maintain least-privilege access, auditable change records, data-quality controls, field and workflow documentation, runbooks, release notes, and user training.
• Lead well-scoped systems initiatives, provide technical guidance and peer mentoring, surface capacity constraints and dependencies, and deliver committed outcomes with Financial Systems leadership.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior