RevOps Technical Specialist

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FMG

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

💸 Finance

☁️ SaaS

💰 Series A on 2016-08

Finance • Marketing • SaaS

FMG is a comprehensive marketing platform tailored specifically for financial advisors and related financial services industries, including broker-dealers, wealth management firms, and insurance agents. The company offers a suite of digital marketing tools designed to help build brands, engage with clients, and grow businesses through an all-in-one solution. FMG provides website tools, content marketing automation, social media management, and client communication solutions, focusing on making financial advisory marketing more accessible and effective. Known for its high customer satisfaction, FMG supports advisors in showcasing their expertise and improving client interaction with modern marketing strategies.

📋 Description

• Build and automate in HubSpot, designing and building workflows, properties, lifecycle automations, and other system enhancements. • Run the billing and CPQ system with Chargebee, managing selling rule logic and custom flows. • Contribute to reporting and data work by building HubSpot reports and dashboards. • Own integration use cases on the HubSpot side and manage errors. • Drive user enablement to ensure solutions generate value through training and testing. • Present solutions to stakeholder groups, translating technical work into understandable formats. • Troubleshoot issues and document findings for future reference. • Lean into AI for productivity improvements within workflow logic, documentation, and system enhancements.

🎯 Requirements

• 3+ years building in HubSpot, with hands-on experience designing complex workflows, custom properties, and reporting. • Experience managing a CPQ and integrated billing system. Chargebee specifically is a plus. • Business-minded curiosity. You ask good questions, understand the "why" behind a request, and push back when something doesn't make sense. • Strong troubleshooting instincts and a habit of documenting what you learn. • Strong written and verbal communication, including the ability to present solutions to stakeholder groups in Miro, slide decks, or live demos. • Comfort using AI tools as part of how you work and what you build. Experience with Make, ClickUp, or similar tools is a plus, but not required.

🏖️ Benefits

• Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown. • Comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave. • Robust insurance plan includes: Medical with $0 co-pay, Telehealth plan, Dental, Vision. • Health Savings Account (HSA) with generous employer contributions. • Flexible Spending Accounts (FSA). • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage. • Company-paid Short & Long Term Disability coverage. • Company-paid Employee Assistance Program (EAP). • Matching 401(k) with immediate full vesting. • On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit. • Internet & Gym Reimbursement! • Work computer equipment provided.