BI Engineer III
Gemini Legal
ETLJavaScriptPythonSQLTableau
Revenue Operations Specialist
Keep Technologies
full-time
Posted on:
Origin: • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
ETLSQL
About the role
- Own HubSpot CRM operations, maintaining data quality standards and optimizing system performance
- Design, build, and maintain workflows that automate customer journey touch points and improve conversion rates
- Create and optimize sophisticated lifecycle marketing sequences and lead nurturing campaigns
- Manage advanced lead routing logic and assignment rules to optimize conversion and workload distribution
- Implement automated processes that eliminate friction for both customers and internal teams
- Partner with Success, Activation, and Support teams to translate strategic playbooks into executable CRM processes
- Build and maintain standard operating procedures for customer lifecycle management
- Design systems and workflows that scale with business growth and eliminate manual bottlenecks
- Document processes and train teams on new workflows and automation capabilities
- Continuously optimize customer journey touchpoints based on performance data
- Map and optimize the complete customer lifecycle from initial contact through retention
- Build automated sequences that improve customer activation and reduce time-to-value
- Design workflow logic that personalizes customer experiences based on behavior and segmentation
- Collaborate with product and customer success teams to identify and resolve journey friction points
- Implement feedback loops that continuously improve customer experience automation
- Support leadership with insights on customer acquisition, activation, and retention patterns
- Conduct analysis to identify opportunities for process improvement and conversion optimization
- Provide analytical support for customer lifecycle optimization and growth planning
Requirements
- Strong experience in CRM management and lifecycle marketing
- Hands-on expertise in building complex workflows and automation sequences
- Systems-minded and able to translate business processes into automated CRM workflows
- Passion for customer journey optimization
- Ability to work cross-functionally and translate strategic playbooks into CRM processes
- Highly proficient with HubSpot (or similar CRM platforms)
- Experience in workflow automation, lead routing, and lifecycle sequence design
- Enjoy working in fast-paced, high-growth environments
- Bonus points:
- Advanced HubSpot certifications or deep expertise in complex workflow automation
- Experience with lifecycle marketing and lead nurturing campaign optimization
- Exposure to fintech or interest in the financial technology space
- Comfort operating in a fast-paced, constantly evolving environment
- Experience with data tools (SQL, BI platforms, ETL pipelines)
