About this role.
Cordance is seeking a Business Systems Analyst to own and improve HubSpot CRM and marketing operations for its B2B SaaS business units. The role translates stakeholder needs into requirements, user stories, tickets, scalable workflows, and documented operating standards. It requires systems-level thinking across CRM, marketing automation, quote-to-cash, ERP, integrations, and data platforms. The analyst will independently triage requests, assess downstream data impacts, and partner with senior business and functional leaders. HubSpot CRM and Marketing Hub administration is the core initial responsibility, with scope expected to broaden across enterprise business systems.
Role DNA
A quick view of the complexity, pace, ownership and collaboration implied by the job description.
Job Complexity
4/5Pace & Pressure
4/5Autonomy Level
5/5Communication Load
5/5Salary analysis
Estimated compensation compared with the broader US market for similar roles.
Core skills
Skills and capabilities most closely associated with this opportunity.
Sample interview questions
I would first clarify the business outcome, users affected, and current reporting dependencies. I would map how lifecycle stages feed workflows, lead-routing rules, integrations, dashboards, and downstream systems; document risks and a proposed future-state definition; then test the change in a controlled environment before communicating rollout steps and monitoring results.
I start by asking what decision, process, or customer outcome the stakeholder is trying to improve. I document the current state, desired state, scope, acceptance criteria, required data, dependencies, priority, owner, and measurable success criteria. If a request is not ready for implementation, I return it with targeted questions and options rather than forwarding an unclear task.
I would establish common data definitions, required-field rules, naming conventions, duplicate-management procedures, lifecycle governance, and routine audits. I would use validation and automation where appropriate, monitor exception reports, assign data ownership, and document standards so that quality does not depend on individual administrators.
I would assess each request using business impact, urgency, customer or revenue risk, compliance and data-integrity implications, dependencies, effort, and availability of a workaround. I would make prioritization transparent, confirm tradeoffs with stakeholders, address critical production issues first, and maintain a visible backlog for planned work.
I would reproduce and define the issue, trace the relevant records and field mappings, review integration logs and recent configuration changes, and identify the source of truth for each data element. I would then isolate whether the problem is data, workflow logic, permissions, mapping, or platform behavior, engage the appropriate technical owner when needed, and document both the resolution and preventive controls.
Cordance is dedicated to accelerating the growth of vertically focused business-to-business (B2B) software-as-a-service (SaaS) companies through acquisition and long-term tactical and financial guidance. We’re experienced operators and subject-matter experts with a passion for software and building businesses. We partner with founders to help them scale their businesses and realize their companies’ full potential.
We look for businesses with strong leadership and high potential for profitable growth, and work together to increase year-over-year revenue, company efficiency, and impact. Cordance envisions that all companies we work with achieve their full potential. We embrace what makes each company great and build on those foundations. We believe in elevating a company as it scales, delivering dignity to the organization and its employees, and sharing a passion for building a legacy.
Position Overview
The Systems & Operations team manages the platforms behind Cordance’s go-to-market and back-office operations across our business units. We are seeking a Business Systems Analyst who can do more than administer a single tool. This person will understand how data moves across our systems, anticipate the downstream impact of changes, and translate business needs into clear, actionable requirements.
You will begin with ownership of our CRM and marketing technology stack, supporting the systems and processes used by Marketing and Sales Development. Over time, the role will expand into broader business systems ownership and cross-functional initiatives across Cordance.
Key Responsibilities
- Own the day-to-day administration of HubSpot across CRM and marketing, including campaigns, lists, workflows, lifecycle stages, data management, and new configurations.
- Support Marketing and Sales Development teams by translating business needs into scalable system solutions and reliable processes.
- Build and maintain a strong understanding of how data moves across Cordance’s systems, including CRM, quote-to-cash, ERP, and the data platform.
- Assess the downstream impact of proposed changes and proactively identify dependencies, risks, or data-quality concerns across connected systems.
- Partner with internal stakeholders, including business-unit presidents, general managers, and functional leaders, to gather requirements and translate them into clear documentation, user stories, and actionable tickets.
- Triage and scope incoming requests, resolve issues within the role’s ownership, and route execution work to the appropriate global administration resources.
- Clarify incomplete requests and help stakeholders define the desired business outcome, requirements, and priority before work begins.
- Support system integrations and the onboarding of new business units where initiatives touch the CRM or marketing technology stack.
- Develop and maintain system documentation, operating standards, and SOPs to improve consistency, scalability, and shared knowledge.
- Identify opportunities to improve system adoption, data integrity, workflow efficiency, and the overall user experience.
Competencies:
- Systems thinking: Understands connections across platforms and considers upstream and downstream impacts before making changes.
- Business analysis: Asks thoughtful questions, identifies the underlying need, and translates business objectives into clear technical requirements.
- Stakeholder partnership: Communicates effectively with business-unit leaders, functional teams, technical partners, and system users at varying levels of technical fluency.
- Ownership and initiative: Works independently from a high-level brief, investigates unfamiliar issues, and returns with informed recommendations and questions.
- Prioritization and judgment: Evaluates urgency, business impact, dependencies, and effort to scope and route requests appropriately.
- Process discipline: Creates clear documentation and repeatable processes that reduce risk and reliance on individual knowledge.
- Continuous improvement: Looks for practical ways to simplify workflows, improve data quality, and strengthen how teams use systems.
Required Qualifications
- 3 or more years of experience in business systems, CRM administration, revenue systems, or a related role.
- Strong hands-on HubSpot administration experience across both CRM and Marketing Hub.
- Demonstrated ability to work across multiple systems and reason through data flows, integrations, dependencies, and downstream impacts.
- Experience gathering requirements and translating business needs into clear documentation, user stories, or technical tickets.
- Strong written and verbal English communication skills, with confidence working directly with internal stakeholders and business-unit leaders.
- Ability to work US business hours in a remote environment.
- Experience in a multi-entity, acquisitive, private-equity-backed, or B2B SaaS environment.
- Working knowledge of marketing operations concepts, including lists, workflows, lead lifecycle management, and data hygiene.
- Exposure to Salesforce, NetSuite, an integration platform such as Workato, data hygiene tools such as Insycle, or reporting tools such as Lightdash is preferred.
Please note that we do not accept unsolicited resumes, work on a Corp-to-Corp basis, or engage with non-vetted external agencies.
Why Join Us?
At Cordance, we believe in taking care of our team members. When you join us, you’ll enjoy a comprehensive benefits package designed to support your health, financial well-being, and work-life balance:
- Health and Wellness:
- Comprehensive Health Coverage: Coverage begins on your first day of employment.
- Retirement Savings:
- 401K Plan (US): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested.
- RRSP (CAN): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested.
- Paid Time Off:
- Flexible PTO: Enjoy uncapped paid time off to balance your work and personal life.
- Parental Leave:
- 12 weeks paid leave for all employees.
- Remote Work Support:
- Monthly Stipend: Receive $75 USD / $140 CAD per month for phone and internet if you work remotely.
- Holidays:
- Generous Holiday Schedule: Benefit from an extensive list of holidays to recharge and spend time with loved ones.
Join us and be part of a company that values your contributions and well-being from day one!
EEOC & ADA Statement:
Cordance and its companies provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, creed, sex, nationality, ancestry, national origin, disability status, genetics, protected veteran status, affectional or sexual orientation, gender identity or expression, marital status, or any other characteristic protected by federal, state, or local laws.
Cordance and its companies comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Human Resources.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Final candidate must be able to pass a background check.
To view applicant notices required under federal and state law, please visit: https://cordance.co/applicant-notices/
Annual salary information is not provided for this position. Explore salary ranges for similar roles in our Salary Directory ›
Upload your resume now
- To unlock remote work opportunities and be discovered by global employers.
This job listing has been manually reviewed by the Jobicy Trust & Safety Team for compliance with our posting guidelines, including verification of the company's legitimacy, accuracy of job details, clarity of remote work policy, and absence of misleading or fraudulent content.
