Note: The job is a remote job and is open to candidates in USA. iBusiness.ai is a leading financial technology company helping banks, credit unions, and lenders modernize lending operations through secure AI, automation, and enterprise software. They are seeking an experienced HubSpot Enterprise Security & Optimization Consultant to assess and optimize their HubSpot Enterprise environment, focusing on security, governance, and operational best practices.
Responsibilities
- Conduct a comprehensive security and governance assessment of the HubSpot Enterprise environment
- Review user roles, permissions, teams, and administrative access controls
- Identify security risks, excessive permissions, and configuration issues
- Evaluate CRM structure, data quality, duplicate management, and reporting readiness
- Assess HubSpot and Salesforce integration configuration, synchronization settings, and field mappings
- Review email synchronization settings, governance, and visibility controls
- Evaluate automation, workflows, reporting, and overall platform utilization
- Recommend practical improvements that enhance usability, security, and maintainability
- Implement approved configuration changes and remediation activities
- Document findings, recommendations, implemented changes, and future optimization opportunities
Skills
- 5+ years of hands-on HubSpot administration experience
- Demonstrated experience administering HubSpot Enterprise
- Strong knowledge of HubSpot security, permissions, roles, teams, and governance
- Experience conducting HubSpot security and governance assessments
- Experience supporting Salesforce and HubSpot integrations
- Strong understanding of CRM data governance and data quality best practices
- Experience designing, implementing, and optimizing HubSpot workflows and automation
- Excellent analytical, documentation, and communication skills
- Ability to work independently in a secure remote Cloud PC environment
- Reliable internet connectivity and ability to comply with company security requirements
- HubSpot certifications
- Experience working within regulated or compliance-focused industries
- Previous experience performing CRM optimization or assessment engagements
- Experience developing CRM governance frameworks and best practices
- Financial services or fintech industry experience
Benefits
- Work will be performed through a company-provided Cloud PC. No software installation on personal devices is required.
Company Overview