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Senior Financial Systems Analyst - CRM, SaaS & Service

equipmentsharecom · Columbia, MO (Headquarters) · Corporate
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<h1><strong>Build the Future with Us — </strong>EquipmentShare is Hiring a Senior Financial Systems Analyst - CRM, SaaS & Service</h1> <p>At EquipmentShare, we’re not just filling a role — <strong>we’re assembling the best team on the planet to build something that’s never been built before</strong>. We’re on a mission to transform an industry that’s been stuck in the past by empowering contractors and communities through innovative technology, real-time support, and a team that truly cares.</p> <p><span style="font-size: 14px;">We’re hiring a<strong> Senior Financial Systems Analyst - CRM, SaaS & Service </strong>at our Corporate Headquarters in <strong>Columbia, MO</strong>, and we’re looking for someone who’s ready to grow with us, bring energy and drive to their work, and help us build the future of construction. </span></p> <p>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. </p> <h3><strong>Primary Responsibilities</strong></h3> <ul> <li>Serve as a senior systems partner to T3 Sales and Service teams and leadership, converting business problems into scalable system and process improvements.</li> <li>Administer HubSpot users, teams, permissions, properties, objects, pipelines, quotes, playbooks, lists, workflows, reports, dashboards, and data-quality controls.</li> <li>Design and maintain CRM workflows that support sales execution, customer engagement, service operations, management visibility, and consistent business processes.</li> <li>Gather and document requirements, map current and future-state processes, identify control and data gaps, define acceptance criteria, and recommend practical solutions.</li> <li>Build and support low-code applications and other internal tools that improve operational efficiency, data quality, and user experience.</li> <li>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.</li> <li>Configure and troubleshoot integrations using REST APIs, webhooks, JSON payloads, authentication methods, and scheduled or event-driven automation.</li> <li>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.</li> <li>Support secure and reliable data movement between HubSpot and connected enterprise applications, reporting platforms, and internal systems.</li> <li>Own production support for assigned CRM capabilities and integrations, including triage, root-cause analysis, corrective action, stakeholder communication, and follow-through.</li> <li>Plan and execute sandbox configuration, test cases, user acceptance testing, release validation, rollback preparation, and post-deployment monitoring.</li> <li>Maintain least-privilege access, auditable change records, data-quality controls, field and workflow documentation, runbooks, release notes, and user training.</li> <li>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.</li> </ul> <h3><strong>Why EquipmentShare?</strong></h3> <p>Because we do things differently — and we think you’ll feel it from day one. We’re a people-first company powered by cutting-edge technology. That means our proprietary T3 platform doesn’t just run our business — it also makes your job easier, safer, and more connected. Whether you’re behind the wheel, under the hood, leading a branch, or closing deals — tech supports <em>you</em>, and you drive <em>us</em> forward.</p> <p>We’re a team of problem-solvers, go-getters, and builders. And we’re looking for teammates who take pride in doing meaningful work and want to be part of <strong>building something special</strong>.</p> <h4><strong>Perks & Benefits</strong><em><br></em></h4> <ul> <li>Competitive compensation<br><br></li> <li>Full medical, dental, and vision coverage for full-time employees<br><br></li> <li>Generous PTO + paid holidays<br><br></li> <li>401(k) + company match<br><br></li> <li>Gym membership stipend + wellness programs (earn PTO and prizes!)<br><br></li> <li>Company events, food truck nights<br><br></li> <li>16 hours of paid volunteer time per year — give back to the community you call home<br><br></li> <li>Career advancement, leadership training, and professional development opportunities</li> </ul> <h3><strong>About You</strong></h3> <p>You want to be part of a team that’s not just changing an industry for the sake of change — we’re transforming it to make it safer, more secure, and more productive. You bring grit, heart, and humility to your work, and you’re excited about the opportunity to grow within a fast-paced, mission-driven environment

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