Senior CRM Analyst

Description

If you are a person obsessed with organization, fluid processes, and truly passionate about transforming operational systems into engines of efficiency, this is where you belong. Paytrack is a TravelTech company experiencing rapid growth, serving over 7,000 clients who trust our technology to simplify expense and travel management. We are currently undergoing intense structural development, process evolution, and consolidation of our operational maturity. Here, the environment is dynamic and performance-driven—meaning there is genuine space for **autonomy, accountability, and ownership**. If you thrive on the opportunity to build and want to see the direct impact of your work on operational efficiency, join us on our journey. ### **About the Area and Team** The **Revenue Operations (RevOps)** team powers the efficiency of our entire revenue ecosystem (Marketing, Sales, Customer Success, Sourcing, Projects, and Finance). Our mission is to break down operational silos and ensure frontline teams have the right tools and clean data to **create fans** and deliver extraordinary results. In this team, the CRM is not merely a data repository—it is the operational system driving our growth. This role focuses not on defining Revenue strategy, but rather on ensuring consistency, automation, and flawless daily execution of this critical engine. ### **What You’ll Do (Responsibilities)** As a Senior CRM Analyst, you will have autonomy to ensure HubSpot functions as a reliable, automated, and scalable system—supporting revenue operations with consistent data and well-defined processes. Your key responsibilities will include: * **Governance and Data Quality:** Maintain and evolve CRM usage standards by applying data rules and conducting periodic audits to ensure integrity of contacts, companies, deals, and activities. * **Process Automation:** Create, monitor, and optimize *workflows* and automations to eliminate manual tasks and increase revenue funnel efficiency. * **Pipeline Management:** Implement and maintain pipelines, properties, and stages in HubSpot, perfectly aligned with the customer journey and Marketing, Sales, and CS processes. * **Operational Support:** Identify, resolve, and prevent inconsistencies, duplicates, and data failures in the CRM, ensuring the system accurately reflects the real status of opportunities. * **Integration and Ecosystem:** Support maintenance of HubSpot integrations with other tools (marketing, sales, finance, and product), resolving operational bottlenecks. * **Fostering a Data Culture:** Serve as the technical-functional focal point for HubSpot, supporting user departments in correct tool adoption through best practices and operational training, and assisting in report structuring in partnership with BI. ### **Who We’re Looking For** We seek an analytical, consistently execution-oriented professional with strong operational discipline to manage multiple priorities. To align with our culture, you must demonstrate: * **Accountability:** A sense of ownership over CRM quality, ensuring processes run smoothly without bottlenecks. * **Objectivity:** Focus on practical, functional solutions—prioritizing what truly improves operational efficiency. * **Proximity:** Excellent communication skills to understand pain points from user departments (Sales, CS, Finance) and translate them into HubSpot-based solutions. * **Embracing Change:** Resilience and agility to adapt the CRM to the company’s growth pace and continuous process evolution. ### **✔️ Requirements** **Essential (What You Must Know):** * Proven hands-on experience administering and configuring **HubSpot**; * Proficiency in creating *workflows*, automations, pipelines, and managing properties; * Solid understanding of B2B Marketing and Sales operational processes; * Familiarity with data governance, database hygiene, and information quality; * Analytical ability to proactively identify process/data issues and propose corrective actions. **Nice-to-Have (What Could Set You Apart):** * Experience in the B2B SaaS technology market; * Prior experience in RevOps or Revenue Operations structures; * Understanding of the full revenue funnel (Lead to Customer) and familiarity with metrics such as MRR, ARR, churn, LTV, and CAC; * Experience supporting system integration projects (HubSpot + ERP + Marketing Tools); * HubSpot Academy certifications related to Marketing/Sales Software or CRM environments. ### **What You’ll Find at Paytrack** * **Space for Ownership:** Your ideas matter here. You’ll have autonomy to execute, optimize workflows, and see the tangible impact of your automations on the company’s day-to-day operations. * **Dynamic Environment:** An agile culture where learning is constant and processes evolve rapidly. * **Real Inclusion:** We value diversity and believe in every individual’s potential. All our positions are open and accessible to People with Disabilities (PCD). **Work Model Guidelines:** * If you reside in **Blumenau/SC**: **On-site** work. * If you reside in **São Paulo/SP**: **Hybrid** work (3 days remote / 2 days in the office). * For all other locations in Brazil: Fully **remote**. ### **Ready to Make Your Mark?** If you possess the operational discipline we seek and aspire to be the technical heart of our CRM, we’d love to meet you. **Apply now and help shape the future of travel and expense management with us!**