Senior Financial Systems Analyst - CRM, SaaS & Service

The posting, as EquipmentShare wrote it

Build the Future with Us — EquipmentShare is Hiring a Senior Financial Systems Analyst - CRM, SaaS & Service

At EquipmentShare, we’re not just filling a role — we’re assembling the best team on the planet to build something that’s never been built before . We’re on a mission to transform an industry that’s been stuck in the past by empowering contractors and communities through innovative technology, real-time support, and a team that truly cares.

We’re hiring a Senior Financial Systems Analyst - CRM, SaaS & Service at our Corporate Headquarters in Columbia, MO , and we’re looking for someone who’s ready to grow with us, bring energy and drive to their work, and help us build the future of construction.

The Senior Financial Systems Analyst supports the systems, automations, and integrations that enable T3 Sales and Service teams, ensuring HubSpot configurations, workflows, reporting, and related tools meet business and leadership needs. Working closely with leaders and frontline teams, this role translates business requirements into scalable HubSpot solutions, automation, reporting, integrations, and well-documented processes while leading initiatives and promoting best practices.

Primary Responsibilities

• Serve as a senior systems partner to T3 Sales and Service teams and leadership, converting business problems into scalable system and process improvements.
• Administer HubSpot users, teams, permissions, properties, objects, pipelines, quotes, playbooks, lists, workflows, reports, dashboards, and data-quality controls.
• Design and maintain CRM workflows that support sales execution, customer engagement, service operations, management visibility, and consistent business processes.
• Gather and document requirements, map current and future-state processes, identify control and data gaps, define acceptance criteria, and recommend practical solutions.
• Build and support low-code applications and other internal tools that improve operational efficiency, data quality, and user experience.
• Evaluate and implement with the help of Engineering, appropriate AI-assisted and agentic workflows using approved enterprise tools, with clear objectives, human review, testing, monitoring, and documented controls.
• Configure and troubleshoot integrations using REST APIs, webhooks, JSON payloads, authentication methods, and scheduled or event-driven automation.
• Use SQL and cloud data platforms to investigate production issues, validate records, reconcile system outputs, and confirm that workflows and internal tools operate as designed.
• Support secure and reliable data movement between HubSpot and connected enterprise applications, reporting platforms, and internal systems.
• Own production support for assigned CRM capabilities and integrations, including triage, root-cause analysis, corrective action, stakeholder communication, and follow-through.
• Plan and execute sandbox configuration, test cases, user acceptance testing, release val

[…]
coordinate cross-functional delivery without relying on formal management authority.

• Sound judgment around customer and financial data, least-privilege access, audit evidence, and repeatable controls.
• Ability to independently manage concurrent support requests and projects while surfacing capacity constraints, dependencies, risks, and decisions early.

Education and Experience

• Bachelor's degree in Information Systems, Computer Science, Business, Data Analytics, or equivalent education and practical experience preferred.
• At least 5+ years of experience in CRM systems, business systems, systems administration, systems analysis, revenue operations, SaaS operations, or a related technical role.
• At least 5+ years of SQL experience solving analytical problems.
• Experience supporting customer-facing SaaS teams is preferred; HubSpot certification and experience with low-code development, cloud data platforms, APIs, integration tools, lightweight scripting, or enterprise AI workflow tools are also valued.

Physical Requirements

Must be able to sit for prolonged periods at a desk and work on a computer.

A Workplace For All

At EquipmentShare, we believe the best solutions come from a team that reflects the world around us. Our initiative — A Workplace For All — is rooted in the belief that we must work together to solve some of the toughest problems in construction. That means attracting, developing, and retaining great people from all walks of life.

We value different backgrounds, talents, and perspectives. We want you to feel like you belong here — because you do.

EquipmentShare is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.

Employment is contingent on passing a background check. Additionally, some roles require passing a drug test, depending on the job responsibilities.