Senior Financial Systems Analyst CRM, SaaS & Service

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

Were hiring a Senior Financial Systems Analyst - CRM SaaS & Serviceat our Corporate Headquarters in Columbia MO and were looking for someone whos 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.

• 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 validation rollback preparation and post-deployment monitoring.
• Maintain least-privilege access auditable change records data-quality controls field and workflow documentation runbooks release notes and user training.
• Lead well-scoped systems initiatives provide technical guidance and peer mentoring surface capacity constraints and dependencies and deliver committed outcomes in partnership with Financial Systems leadership.

Because we do things differently and we think youll feel it from day one. Were a people-first company powered by cutting-edge technology. That means our proprietary T3 platform doesnt just run our business it also makes your job easier safer and more connected. Whether youre behind the wheel under the hood leading a branch or closing deals tech supports you and you drive us forward.

Were a team of problem-solvers go-getters and builders. And were looking for teammates who take pride in doing meaningful work and want to be part of building something special.

• Competitive compensation
  
  
• Full medical dental and vision coverage for full-time employees
  
  
• Generous PTO paid holidays
  
  
• 401(k) company match
  
  
• Gym membership stipend wellness programs (earn PTO and prizes!)
  
  
• Company events food truck nights
  
  
• 16 hours of paid volunteer time per year give back to the community you call home
  
  
• Career advancement leadership training and professional development opportunities

You want to be part of a team thats not just changing an industry for the sake of change were transforming it to make it safer more secure and more productive. You bring grit heart and humility to your work and youre excited about the opportunity to grow within a fast-paced mission-driven environment.

Were looking for people who:

• See challenges as opportunities
  
  
• Embrace change and continuous improvement
  
  
• Bring energy effort and optimism every day

• • Strong hands-on HubSpot administration experience including custom properties and objects pipelines permissions workflows reporting data quality and controlled configuration changes.
  • Strong understanding of CRM and SaaS operating environments supporting Sales and Service teams.
  • Practical fluency with AI and agentic AI including prompt design tool use workflow orchestration evaluation human oversight monitoring and experience applying approved AI capabilities without model training or machine-learning infrastructure development.
  • Experience building workflow automation and internal tools in a low-code platform plus working SQL proficiency for operational investigation and validation.
  • Practical knowledge of REST APIs webhooks JSON authentication integration errors and data-synchronization patterns.
  • Ability to troubleshoot across application configuration permissions automation data and integrations and explain findings to technical and business partners.
  • Experience converting ambiguous operational requests into process maps requirements acceptance criteria test plans and production-ready changes.
  • Strong production-support and release habits including prioritization incident communication root-cause analysis UAT rollback planning and monitoring.
  • Strong documentation and enablement skills including runbooks system definitions change notes training materials and leadership-facing updates.
  • Ability to lead solution design mentor peers influence standards and 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:
  • Bachelors 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.

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.