HubSpot Systems Analyst
Listed on 2026-10-22
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IT/Tech
IT Business Analyst, Data Analyst, Business Systems & Technology Analysis, CRM Systems & Management
The Hub Spot Systems Analyst will lead the realignment of our Hub Spot instance so that it works the way the business actually works. Over the 12-month contract, you will review how Hub Spot is configured and used today, work with stakeholders to understand what they need from it, and reshape the system – properties, objects, pipelines, workflows, permissions and reporting – to meet those needs.
This is a hands‑on role for someone who enjoys untangling a system that has grown organically and leaving it cleaner, simpler and better documented than they found it. You will act as the Subject Matter Expert (SME) in Hub Spot for the FS&BI team and work closely with commercial, finance and operations stakeholders to make sure the data in Hub Spot is trusted and usable across the group.
Key Responsibilities:System Review and Realignment
- Review the current Hub Spot configuration, usage and integrations, and identify where it no longer fits business needs.
- Work with stakeholders to capture requirements and agree the target way of working in Hub Spot.
- Build and agree a prioritised realignment plan, and deliver it in manageable phases with minimal disruption to users.
- Redesign and simplify objects, properties, pipelines, lifecycle stages and deal and ticket stages to match agreed processes.
- Rationalise and rebuild workflows, automations and sequences, retiring those that are redundant or no longer needed.
- Review user roles, teams and permissions so that access is appropriate and aligned with ITG policy.
- Administer, configure and maintain Hub Spot day to day.
- Manage and maintain integrations between Hub Spot and other business systems, including finance and ERP platforms.
- Collaborate with Hub Spot, vendors and IT to resolve issues and make best use of platform functionality.
- Manage change in a controlled way, including testing, sign-off and release communications.
- Act as the SME for Hub Spot within the FS&BI team.
- Audit existing Hub Spot data (contacts, companies, deals and custom objects) to identify duplicates, gaps and inconsistencies.
- Define and document data standards, naming conventions and ownership, working with the FS&BI Master Data pillar.
- Clean, migrate and reformat data as required to support the realigned structure.
- Put in place ongoing checks so that data quality is maintained after the project ends.
- Rebuild Hub Spot dashboards and reports so they reflect the agreed structure and definitions.
- Support consistent reporting between Hub Spot and group finance and BI reporting.
- Manage new reporting requests, providing insight and support to design and test them.
- Support ad hoc reporting for commercial and leadership stakeholders.
- Act as the point of contact for Hub Spot questions and issues, coordinating escalations where needed.
- Develop user guides, training materials and short workshops so that users adopt the new ways of working.
- Gather feedback from users throughout the project and adjust the plan accordingly.
- Document the final Hub Spot configuration, processes, data flows and integrations.
- Maintain a clear change log throughout the contract.
- Prepare a full handover at the end of the contract so the system can be run by the permanent team without reliance on individual knowledge.
- Ensure Hub Spot is configured and used in line with internal policies, data protection requirements and ITG’s group AI policy where AI features are used.
- Proven hands‑on experience administering and configuring Hub Spot (CRM, with Sales and/or Service Hub).
- Experience of reviewing and restructuring a CRM to fit changing business processes.
- Strong understanding of CRM…
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