• Own NeuroNav’s HubSpot instance across Sales, Client Services, and Support • Maintain workflows, automation, lifecycle stages, pipelines, and reporting architecture • Manage integrations (Fathom, SMS, time tracking, etc.) • Oversee Commerce Hub order forms and invoicing workflows integrated with QuickBooks • Maintain customer lifecycle documentation and diagrams • Lead scoped system enhancements (time tracking, invoicing improvements) • Build and maintain dashboards that support leadership decision-making • Partner with Finance to reconcile new sales and upsell data between HubSpot and QuickBooks • Ensure invoicing, order forms, and subscription data are accurate • Validate reporting accuracy across dashboards • Maintain audit-ready data hygiene • Manage the Client Support Team (FMS requests and provider searches) • Monitor ticket volume, fulfillment rates, and turnaround times • Ensure SLAs and workflow discipline • Identify trends and operational improvements • Maintain lifecycle, revenue, and support dashboards • Track key metrics across Sales, Client Services, and Support • Provide clear executive reporting • Train teams on HubSpot workflows and operational tools • Onboard new hires into system processes • Support non-technical team members in mastering tools • Maintain documentation and process guides