CRM Business Systems Analyst

At Near, we connect top talent in Latin America with exciting remote opportunities at U.S.-based companies. Our mission is to create better lives by fostering a remote work culture that transcends borders.

About the Company:

Our client is an innovative company in the insurance / fintech space, helping customers and landlords move through important financial and policy-related workflows through operationally strong systems and communication processes. They work cross-functionally to improve how internal teams use technology, track performance, and support business growth.

About the Role:

We’re looking for a CRM Business Systems Analyst who combines strong HubSpot technical depth with a sales operations mindset. You’ll own the sales-side HubSpot environment, improve workflows, support data quality, and collaborate with sales, marketing, go-to-market, and finance teams to create scalable systems and reporting. This role requires someone who is proactive, technically independent, process-minded, and confident translating business challenges into practical HubSpot solutions.

You Will:

• Own and improve the sales-side HubSpot setup

• Audit, clean up, and optimize existing sales workflows

• Drive HubSpot adoption across the sales team and reduce reliance on offline trackers like Excel

• Build processes that improve data quality and prevent bad data entry

• Create dashboards and reporting to track sales performance and identify differentiators among top performers

• Partner with sales, marketing, strategic go-to-market, and finance stakeholders to align workflows and KPI tracking

• Translate day-to-day sales team challenges into effective HubSpot solutions

• Help build systems that sales teams want to use as their source of truth

About You:

Your Background:

• 4+ years of experience in CRM, revenue operations, sales operations, or related business systems work

• Strong hands-on HubSpot experience, ideally from a HubSpot engineer, HubSpot developer, or HubSpot administrator background

• Experience supporting sales processes inside HubSpot, not just high-level rev ops strategy

• Experience building workflows, dashboards, and process improvements directly in HubSpot

• Strong understanding of data quality, workflow logic, and sales process optimization

• Excellent communication skills — comfortable in a distributed, English-speaking environment

• Self-motivated, independent, and able to solve problems without heavy reliance on engineering support

• Strong critical thinking and comfort working through ambiguous or abstract business problems

• B2B experience strongly preferred

Nice to Have:

• Experience moving from a technical HubSpot background into sales ops / rev ops

• Consulting-style mindset with strong business process improvement skills

• Experience driving CRM adoption across sales teams

• Exposure to cross-functional KPI design and performance analysis

• Experience working with finance, GTM, or strategic sales teams

Compensation & Benefits:

• Fully remote work

• Competitive compensation in USD

• 20 days of PTO + 4 holidays

• Work laptop

• Excellent and dynamic work environment

• Career development opportunities