
11 - 50 employees
Founded 2023
💳 Fintech
☁️ SaaS
🤝 B2B
💰 $17.5M Seed on 2025-10
Fintech • SaaS • B2B
Aboon is a digital retirement-plan platform and TPA-focused service that helps financial advisors and employers design, launch, and manage workplace retirement plans. The platform combines AI-driven, end-to-end workflows (generation of 401(k) proposals, streamlined onboarding with recordkeepers, and digital compliance testing) with dedicated human support and integrations to trusted recordkeepers. Aboon positions itself as a fast way for advisors to win and scale retirement-plan business, emphasizes enterprise-grade security and audits, and targets both first-time plan sponsors and experienced advisors.
🔥 14 hours ago
🇺🇸 United States – Remote
💵 $115k - $145k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
⚙️ Systems Engineer
👻 Ghost score 4%
Where this job comes from
Posted on Aboon's careers page, not through a job board
First seen by Remote Rocketship 14 hours ago
Still open on Aboon's site. Checked 42 minutes ago.

11 - 50 employees
Founded 2023
💳 Fintech
☁️ SaaS
🤝 B2B
💰 $17.5M Seed on 2025-10
Fintech • SaaS • B2B
Aboon is a digital retirement-plan platform and TPA-focused service that helps financial advisors and employers design, launch, and manage workplace retirement plans. The platform combines AI-driven, end-to-end workflows (generation of 401(k) proposals, streamlined onboarding with recordkeepers, and digital compliance testing) with dedicated human support and integrations to trusted recordkeepers. Aboon positions itself as a fast way for advisors to win and scale retirement-plan business, emphasizes enterprise-grade security and audits, and targets both first-time plan sponsors and experienced advisors.
• Own HubSpot administration end to end, including the data model, properties, pipelines, permissions, workflows, and data quality • Retool existing automations to make them reliable and maintainable • Build and maintain integrations between HubSpot, Asana, Notion, and Aboon’s platform • Partner with Engineering to connect HubSpot to Aboon’s platform • Conduct regular data audits and duplicate record cleanup • Standardize data conventions, record ownership, and internal identifiers across systems • Partner with the servicing team to understand needs and implement solutions in HubSpot • Lead the migration to HubSpot Help Desk and Tickets • Design CRM structure for the partner sales motion alongside individual plan sales • Build the technical side of the partner onboarding playbook • Design scalable CRM and tooling systems as the business grows • Identify and fix manual work, broken handoffs, and tool gaps using automation or AI • Serve as the systems partner for sales, service, and leadership • Report to the Head of Finance and Business Operations and partner closely with Engineering
• 3+ years in business systems, revenue operations, CRM administration, or a similar technical operations role • Deep, hands-on HubSpot administration experience, including workflows, custom properties and objects, data imports, and permissions • Experience building integrations using APIs, webhooks, or integration platforms such as Gumloop, Zapier, Make, Workato, or similar • Scripting ability in Python, JavaScript, or similar, including HubSpot custom code actions or comparable • Experience leading data cleanup, deduplication, or migration projects • Strong written communication and ability to gather requirements from non-technical stakeholders • Experience with HubSpot Sales & Service Hub is nice to have • Experience designing CRM structure for partner, channel, or multi-motion sales models is nice to have • SQL and comfort working with data warehouses is nice to have • Experience building with AI tools or LLMs in production workflows is nice to have • Experience in financial services, fintech, or another regulated industry is nice to have • HubSpot certifications are nice to have • Legally authorized to work in the United States • No employer visa sponsorship available
• Annual bonus • Equity • Comprehensive health, dental, and vision insurance, with additional optional coverage • 401(k) with company match • Flexible paid time off and holidays • 10 weeks paid parental leave • Fully remote work environment • Technology and equipment provided • Support for professional development and career growth • In-person company retreats 1–2 times per year
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