UFS Tech

Administration

• Serve as the primary administrator and subject matter expert for HubSpot Marketing Hub
• Manage user access, permissions, roles, and licenses and oversee onboarding and offboarding within HubSpot
• Own platform governance including properties, forms, lists, naming conventions, templates, and folder structure
• Design, build, test, and maintain workflows, automation, lead routing, scoring, and lifecycle logic
• Ensure data quality, consistency, and integrity across contacts, companies, campaigns, and reports
• Monitor and manage integrations and data flow between HubSpot and connected platforms such as Salesforce and troubleshoot and escalate as needed
• Perform ongoing platform hygiene including cleanup, archiving, and retention support
• Stay current on HubSpot releases and best practices and recommend and implement enhancements that improve efficiency and performance
• Create and maintain clear documentation, standards, and how to guidance for internal stakeholders
• Build and maintain emails, landing pages, forms, and basic nurture programs within HubSpot using approved templates and designs
• Partner with the Senior Designer to implement and maintain HubSpot email and landing page templates
• Support webinar setup and execution within HubSpot including registration, integrations, and attendee tracking
• Build audience segments and suppression lists to support campaign requirements
• Run pre and post launch QA to ensure accuracy, functionality, compliance, and reporting readiness
• Support intake and execution workflows by ensuring HubSpot assets and automation are built accurately and on time
• Maintain campaign related timelines and schedules to avoid audience overlap and messaging conflicts
• Apply and enforce campaign structure, naming conventions, tags, UTMs, and attribution logic within HubSpot
• Assist with post campaign close out including asset archiving and reporting validation
• Build and maintain standard HubSpot dashboards and reports aligned to GTM needs
• Monitor dashboards for data quality or configuration issues and proactively resolve gaps
• Support monthly and quarterly reporting by preparing clean, reliable performance data
• Maintain documentation for report definitions, filters, and usage guidance
• Provide light administration and coordination support for tools such as GoTo Webinar and Smartsheet
• Assist with basic user access, templates, and hygiene in supporting platforms as needed

HubSpot Administrator

Compliance

• Contribute to the development, maintenance, and delivery of compliance-related applications
• Train customer personnel on compliance services and products
• Collaborate with team members to resolve complex problems
• Review customer policies and advise clients on how to better meet regulatory compliance standards

Senior Compliance Specialist

Operations

• Partner with Sales to ensure opportunities and quotes in Salesforce are structured correctly prior to contract execution, including products, pricing, term dates, and special terms.
• Review contracts, statements of work (SOWs), schedules, and amendments for completeness and alignment with approved deal structures.
• Maintain company standard contract templates and work with various teams to draft new contract terms as needed.
• Coordinate contract execution (e.g., DocuSign) and confirm all required documents are fully executed before downstream handoff.
• Maintain Salesforce as the single source of truth for contract status from signature through implementation, go‑live, billing, amendments, and renewals.
• Ensure contract lifecycle milestones (signed, in implementation, live, billing active, renewal pending) are correct and managed in a timely fashion in Salesforce.
• Create and maintain billing reports and other key reports in Salesforce.
• Manage the formal handoff from Sales to Implementation, ensuring implementation teams receive complete and accurate contract details and dependencies.
• Validate that implementation start dates, milestones, and deliverables align with contractual terms and billing triggers.
• Partner with Finance and Accounting to ensure contracts are billable as structured, including pricing, quantities, billing frequency, and start dates.
• Confirm billing readiness prior to invoice generation and support resolution of billing questions tied to contract terms.
• Support revenue recognition, renewals, amendments, contract changes and terminations by ensuring Salesforce data reflects current contractual reality.
• Manage contract amendments, additions, pricing changes, and scope modifications, ensuring changes are properly documented and reflected in Salesforce.
• Track renewal dates, notification periods, and auto‑renewal terms in Salesforce; support renewal workflows in coordination with Sales and Finance.
• Maintain organized contract repositories and ensure historical contract data remains complete, compliant, and accessible.

HubSpot Administrator

Senior Compliance Specialist

Sales Operations Contract Specialist