Sales & Revenue Operations Administrator

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Multiview Financial Software

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1990

🏥 Healthcare

💼 Consulting

☁️ SaaS

Healthcare • Consulting • SaaS

Multiview Financial Software is a provider of cloud-based ERP software focused on financial management for organizations such as hospitals, nonprofits, education, and utilities. Their Multiview ERP platform offers integrated modules — general ledger, budgeting & forecasting, accounts payable and receivable, fixed assets, reporting and dashboards, materials management, barcoding, and automated workflows — designed to streamline month-end close, improve reporting accuracy, and simplify asset and inventory lifecycles. Delivered as a fully-managed cloud application, Multiview targets finance leaders and accounting teams to give clarity, control, and efficiency in financial operations.

📋 Description

• Serve as the day-to-day administrator and system expert for HubSpot across Sales, Client Success, and Marketing • Build, maintain, and optimize CRM workflows, automations, routing logic, pipelines, objects, properties, lifecycle stages, permissions, and integrations • Ensure data quality through validation rules, process controls, regular audits, data cleaning, management, and segmentation • Design and maintain reports and dashboards covering sales, Client Success, Marketing, and operations metrics • Analyze trends and provide actionable insights and recommendations for decision-making and performance improvement • Define KPIs and measurement frameworks with Sales and go-to-market leadership • Integrate CRM data with third-party systems, databases, ERP, analytics platforms, and customer support tools such as Zendesk and Wrike • Document, improve, and scale revenue processes; identify inefficiencies and implement CRM-driven automation solutions • Support forecasting, pipeline reviews, territory analysis, and capacity analysis • Create documentation, best practices, usage guidelines, and training materials • Serve as the primary HubSpot support contact for user questions, training, and troubleshooting • Promote CRM adoption, productivity, compliance, and consistent system usage across teams

🎯 Requirements

• Bachelor's degree in marketing, Business, Information Systems, Communications, or related field • 5+ years of hands-on experience with CRM administration • Experience building and maintaining CRM workflows, reports, custom properties, and integrated tools using HubSpot CRM • Experience defining, building, and maintaining CPQ and other cross-team automated workflows, processes, and associated tooling • Demonstrated experience cleaning, managing, and segmenting large data sets • Attention to detail • Solid understanding of CRM best practices in the SaaS industry • Proficiency to advanced proficiency with HubSpot CRM, Marketing Hub, Sales Hub, and Service Hub • Advanced Excel skills • Experience with HubSpot import/export, deduplication, and data cleansing tools • Proficiency with API integrations, webhooks, or system integration tools • Basic understanding of HTML/CSS and email template design is an asset • Experience in B2B SaaS implementations of CRM solutions • Strong analytical and problem-solving skills • Ability to communicate clearly and efficiently with different audiences • Ability to work independently with little supervision and manage multiple schedules and deadlines • Familiarity with GDPR, HIPAA, or data privacy requirements is a plus • Resume and cover letter required

🏖️ Benefits

• Competitive Compensation with benefits • 4 weeks’ vacation to start • Additional paid time off to supplement work-life balance, wellness, and mental health days • Company-paid Extended Health, Dental, Vision and more • Workplace Flexibility • Health and Wellness Perks • Continuous growth opportunities • Professional development training support • Leadership development