HubSpot Administrator
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Stampli is seeking a HubSpot Administrator, who will play a critical role in optimizing our CRM. You will report directly to the VP of Revenue Operations. This position is hybrid with 2 days/week in our downtown Mountain View office.
Key Responsibilities:
Stampli is the only finance operations platform centered on accounts payable. While other platforms are built by payments providers to capture a business’s cash flow, Stampli is built by AP experts for AP first. As a result, Stampli drives AP and finance team efficiency across the entire invoice lifecycle, from vendor onboarding to remittance to spend management and beyond.
Stampli creates breakthrough productivity by centralizing all invoice-related communication, documentation and workflows into a single view for each invoice, and by automating all manual activities using Billy the Bot, the industry’s only proven AI. Billy’s self-learning architecture has made it more capable every day since its debut in 2015; today, Billy the Bot has saved millions of hours of labor for Stampli customers as it processes $85B+ invoices every year.
Stampli fully adapts to a customer’s desired finance processes and ERP configuration, thanks to the complete integrations it has prebuilt for ERPs from Microsoft, Oracle, Sage, SAP, QuickBooks, Acumatica, Dealertrack, and many others. Thanks to this adaptability, Stampli implements within weeks, not months, and is easy to learn for any stakeholder involved in the invoice lifecycle.
Key Responsibilities:
- Optimize and enhance processes, systems, and data management within HubSpot to support sales teams.
- Ensure alignment between departments by managing HubSpot as a central component of the revenue technology stack.
- Drive operational efficiency across the organization’s revenue streams by leveraging Hubspot’s capabilities.
- Facilitate informed decision-making by ensuring the availability of accurate data and optimizing workflows within HubSpot to promote growth.
- Oversee the management and integration of HubSpot CRM to track prospects, automate tasks, and manage customer interactions.
- Develop and maintain HubSpot dashboards to provide real-time insights into pipeline health, sales forecasting, and revenue growth.
- Ensure seamless integration and functionality of HubSpot for global users, maintaining data integrity and cleanliness.
- Identify and remove inefficiencies or bottlenecks in HubSpot workflows to enable teams to operate effectively.
- Document HubSpot processes end-to-end and provides ongoing recommendations for improvements.
- Collaborate with internal teams to ensure efficient use of HubSpot and integration of data across platforms.
- Serve as a liaison between sales, marketing, and customer success teams to ensure collaboration and goal alignment, utilizing HubSpot as a tool for process and strategy alignment.
- Ensure smooth handoffs between departments, providing operational support for HubSpot where needed.
- Assist in creating and maintaining sales enablement materials within HubSpot, including playbooks, onboarding processes, and training resources.
- Provide ongoing support and training to sales and on HubSpot tools, processes, and reporting systems.
- A minimum of 2 years of professional experience in CRM administration, preferably within HubSpot.
- Skilled in using HubSpot, and Gong.
- Exhibit strong project management skills.
- Comprehensive understanding of the customer lifecycle and strategies for revenue optimization.
- Demonstrate strong analytical abilities with expertise in data management, reporting, and creating dashboards.
- Familiar with RevOps principles and capable of implementing them effectively.
- Prior experience working in a SaaS B2B organization.
- The base salary hiring range for this position is $90k-$110k. Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience.
- Stock Options
- Full medical, dental, and vision insurance
- 401(k)
- Opportunities for internal promotions
- Strong and experienced leadership that supports your growth and success
- Hybrid work schedule (2 days a week in office)
- Free snacks, beverages, catered meals, happy hour and team events
- Open concept and modern work environment
- An inclusive, tight knit, and exciting start-up environment culture that offers career and personal growth
Stampli is the only finance operations platform centered on accounts payable. While other platforms are built by payments providers to capture a business’s cash flow, Stampli is built by AP experts for AP first. As a result, Stampli drives AP and finance team efficiency across the entire invoice lifecycle, from vendor onboarding to remittance to spend management and beyond.
Stampli creates breakthrough productivity by centralizing all invoice-related communication, documentation and workflows into a single view for each invoice, and by automating all manual activities using Billy the Bot, the industry’s only proven AI. Billy’s self-learning architecture has made it more capable every day since its debut in 2015; today, Billy the Bot has saved millions of hours of labor for Stampli customers as it processes $85B+ invoices every year.
Stampli fully adapts to a customer’s desired finance processes and ERP configuration, thanks to the complete integrations it has prebuilt for ERPs from Microsoft, Oracle, Sage, SAP, QuickBooks, Acumatica, Dealertrack, and many others. Thanks to this adaptability, Stampli implements within weeks, not months, and is easy to learn for any stakeholder involved in the invoice lifecycle.
Stampli is seeking a HubSpot Administrator, who will play a critical role in optimizing our CRM. You will report directly to the VP of Revenue Operations. This position is hybrid with 2 days/week in our downtown Mountain View office.
Key Responsibilities:
Stampli is the only finance operations platform centered on accounts payable. While other platforms are built by payments providers to capture a business’s cash flow, Stampli is built by AP experts for AP first. As a result, Stampli drives AP and finance team efficiency across the entire invoice lifecycle, from vendor onboarding to remittance to spend management and beyond.
Stampli creates breakthrough productivity by centralizing all invoice-related communication, documentation and workflows into a single view for each invoice, and by automating all manual activities using Billy the Bot™, the industry’s only proven AI. Billy’s self-learning architecture has made it more capable every day since its debut in 2015; today, Billy the Bot has saved millions of hours of labor for Stampli customers as it processes $85B+ invoices every year.
Stampli fully adapts to a customer’s desired finance processes and ERP configuration, thanks to the complete integrations it has prebuilt for ERPs from Microsoft, Oracle, Sage, SAP, QuickBooks, Acumatica, Dealertrack, and many others. Thanks to this adaptability, Stampli implements within weeks, not months, and is easy to learn for any stakeholder involved in the invoice lifecycle.
Key Responsibilities:
- Optimize and enhance processes, systems, and data management within HubSpot to support sales teams.
- Ensure alignment between departments by managing HubSpot as a central component of the revenue technology stack.
- Drive operational efficiency across the organization’s revenue streams by leveraging Hubspot’s capabilities.
- Facilitate informed decision-making by ensuring the availability of accurate data and optimizing workflows within HubSpot to promote growth.
- Oversee the management and integration of HubSpot CRM to track prospects, automate tasks, and manage customer interactions.
- Develop and maintain HubSpot dashboards to provide real-time insights into pipeline health, sales forecasting, and revenue growth.
- Ensure seamless integration and functionality of HubSpot for global users, maintaining data integrity and cleanliness.
- Identify and remove inefficiencies or bottlenecks in HubSpot workflows to enable teams to operate effectively.
- Document HubSpot processes end-to-end and provides ongoing recommendations for improvements.
- Collaborate with internal teams to ensure efficient use of HubSpot and integration of data across platforms.
- Serve as a liaison between sales, marketing, and customer success teams to ensure collaboration and goal alignment, utilizing HubSpot as a tool for process and strategy alignment.
- Ensure smooth handoffs between departments, providing operational support for HubSpot where needed.
- Assist in creating and maintaining sales enablement materials within HubSpot, including playbooks, onboarding processes, and training resources.
- Provide ongoing support and training to sales and on HubSpot tools, processes, and reporting systems.
- A minimum of 2 years of professional experience in CRM administration, preferably within HubSpot.
- Skilled in using HubSpot, and Gong.
- Exhibit strong project management skills.
- Comprehensive understanding of the customer lifecycle and strategies for revenue optimization.
- Demonstrate strong analytical abilities with expertise in data management, reporting, and creating dashboards.
- Familiar with RevOps principles and capable of implementing them effectively.
- Prior experience working in a SaaS B2B organization.
- The base salary hiring range for this position is $90k-$110k. Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience.
- Stock Options
- Full medical, dental, and vision insurance
- 401(k)
- Opportunities for internal promotions
- Strong and experienced leadership that supports your growth and success
- Hybrid work schedule (2 days a week in office)
- Free snacks, beverages, catered meals, happy hour and team events
- Open concept and modern work environment
- An inclusive, tight knit, and exciting start-up environment culture that offers career and personal growth
Stampli is the only finance operations platform centered on accounts payable. While other platforms are built by payments providers to capture a business’s cash flow, Stampli is built by AP experts for AP first. As a result, Stampli drives AP and finance team efficiency across the entire invoice lifecycle, from vendor onboarding to remittance to spend management and beyond.
Stampli creates breakthrough productivity by centralizing all invoice-related communication, documentation and workflows into a single view for each invoice, and by automating all manual activities using Billy the Bot™, the industry’s only proven AI. Billy’s self-learning architecture has made it more capable every day since its debut in 2015; today, Billy the Bot has saved millions of hours of labor for Stampli customers as it processes $85B+ invoices every year.
Stampli fully adapts to a customer’s desired finance processes and ERP configuration, thanks to the complete integrations it has prebuilt for ERPs from Microsoft, Oracle, Sage, SAP, QuickBooks, Acumatica, Dealertrack, and many others. Thanks to this adaptability, Stampli implements within weeks, not months, and is easy to learn for any stakeholder involved in the invoice lifecycle.
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