HubSpot Automation Specialist

Responsibilities

• Workflow Maintenance & QA: Monitor active workflows for enrollment errors, action failures, and unintended behavior. Perform root-cause troubleshooting, implement fixes, and escalate complex architectural issues to the CRM & Automation Admin.
• Workflow Improvement & Consolidation: Proactively identify opportunities to improve, simplify, and consolidate workflows. Recommend better ways to structure automation logic, reduce redundancy, and optimize the workflow library for performance and maintainability.
• Documentation & Governance: Maintain clear documentation for every workflow built or modified, including purpose, enrollment criteria, branching logic, and dependencies. Adhere to established naming conventions, folder structures, and governance standards.

Requirements

• 3+ years of hands-on experience building complex HubSpot workflows in a Marketing, Sales, or Revenue Operations environment.
• HubSpot certifications and Academy courses taken in Workflows.
• Bachelor's degree in Marketing, Business Administration, Management Information Systems, Business Analytics, Computer Science, or a related field.
• Deep understanding of CRM infrastructure and all HubSpot objects, including standard objects (contacts, companies, deals, tickets) and custom objects, with proven experience working with these objects inside workflows.
• Expert proficiency in HubSpot Workflows, including object-based automations, webhooks, custom code actions, branching logic, and cross-object property syncing.
• Strong knowledge of HubSpot ticket pipelines, deal pipelines, and lifecycle stage automation.
• Demonstrated ability to execute accurately against written specifications and to recommend workflow improvements based on patterns observed across the platform.
• Strong attention to detail with naming conventions, folder structure, enrollment criteria, and downstream impact of changes.
• Comfort working through a high-volume request queue with shifting priorities.
• Clear written communication for documentation and ticket/request updates.
• Experience with HubSpot custom code actions.
• Prior experience in insurance, financial services, or another regulated B2B environment.
• Benefits & Perks:
• First Connect treats its team members with the same level of dedication and care as we do our customers, which is why we're fortunate to provide our team with:
• Multiple medical plans to choose fr

Additional Information

About First Connect: First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers and the optionality necessary to grow their businesses. Agents can work with over 150 carriers, selling various insurance policies, including home, auto, small business, and more. We're on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips. We've got thousands of active agents with hundreds joining monthly and we plan to accelerate our growth. Role Overview: The HubSpot Automation Specialist is the dedicated builder behind First Connect's carrier and partner automation, a fast-growing portfolio of 600+ workflows that power how independent agents get access to carriers and partners on our platform. These are highly complex, multi-branch automated processes with deep conditional logic, cross-object dependencies, time-based delays, and custom code actions. This role owns that workflow library and supports inbound workflow needs from Sales, Support, and Account Management teams to drive operational automation and efficiency. Working in close collaboration with the CRM & Automation Admin, Director of Agency Marketing Operations, and Product team stakeholders, the Specialist executes on defined specs with precision and a deep understanding of CRM infrastructure and HubSpot objects, including custom objects.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at firstconnectinsurance? Share your experience