Revenue Operations Systems Administrator

🇲🇽 Mexico - Remote
🔧 DevOps🔵 Mid-level

Job description

Overview

Change Orders are a $200 billion problem in commercial construction. They slow down jobs, create billing chaos, and strain relationships between GCs, subs, and owners. Clearstory was built to fix that—fast.

We’re the industry’s first (and only) Change Order Communication and Workflow Platform. Our network-based SaaS solution closes the gap between financial systems, field teams, and project stakeholders. Instead of juggling spreadsheets, PDFs, and inbox threads, teams use Clearstory to streamline T&M tags, standardize Change Orders, and keep everyone aligned in real time.

The market is massive, the pain is urgent, and our product is purpose-built to solve it. We’ve already proven product-market fit with some of the biggest names in construction. As we scale, strong revenue operations systems, clean data, and AI-ready infrastructure are critical to supporting Sales, Marketing, and Customer Success.

To support our next phase of growth, we’re hiring a Revenue Operations Systems Administrator to help maintain, operate, and evolve the systems that power our go-to-market and customer lifecycle.

The Role

We are seeking a detail-oriented, systems-minded Revenue Operations Systems Administrator to help operate, maintain, and evolve the systems that power Clearstory’s go-to-market engine.

This role will support the success of our revenue systems and processes, with HubSpot at the center and tightly integrated tools including Gong, CPQ/document automation (PandaDoc), data enrichment and orchestration platforms (ZoomInfo and Clay). You will ensure these systems work together cleanly, reliably, and at scale across our go to market teams.

You will partner closely with the Head of Revenue Operations and GTM leaders in the U.S. to maintain system health, enforce data standards, ensure process documentation and adherence,  and continuously improve automation and workflows as the business grows.

This position is well-suited for someone who enjoys structured systems work, operational rigor, clear ownership, and being accountable for both system reliability and documentation quality.

What You’ll Own

Revenue Operations Systems Administration

  • Serve as a day-to-day owner and administrator of HubSpot CRM

  • Administer and support core connected revenue systems, including:

    • Gong (conversation intelligence and CRM sync)
    • CPQ and document automation tools such as PandaDoc
    • Data enrichment and orchestration platforms such as ZoomInfo and Clay
  • Maintain and configure:

    • Contacts, Companies, Deals, and Tickets (as applicable)
    • Properties, property groups, and schemas
    • Pipelines, lifecycle stages, and associations
  • Own system access, permissions, and seat provisioning across revenue tools

  • Support testing, QA, and safe deployment of system changes

  • Ensure systems remain stable, scalable, and easy to use as the company grows

  • Maintain clear, well-organized documentation covering:

    • System architecture and data flows
    • Key workflows and automations
    • Field definitions, schemas, and naming conventions
    • Change logs and release notes for system updates

Automation, Workflows & Core Processes

  • Build, maintain, and monitor workflows across HubSpot and connected systems to support:

    • Data hygiene and normalization
    • Lifecycle stage updates across Sales and Customer Success
    • Routing, ownership assignment, and notifications
    • Deal progression and CPQ/document workflows
  • Troubleshoot workflow failures, sync issues, and automation errors

  • Document workflows and integrations clearly, including purpose, logic, dependencies, and known edge cases

  • Maintain workflow documentation and change logs to support long-term scalability

Data Hygiene, Governance & Quality

  • Own data cleanliness, consistency, and structure across the revenue stack

  • Define and enforce standards for:

    • Deduplication
    • Required fields
    • Naming conventions and formatting
  • Monitor and validate inbound data from:

    • Web forms
    • Product data integrations
    • Gong, PandaDoc, ZoomInfo, Clay, and other third-party tools
  • Partner with data stakeholders to ensure reliable data flow between product and GTM systems

  • Proactively identify, investigate, and resolve data quality issues

  • Support territory, ownership, and account hierarchy management

  • Document data standards and governance rules to ensure consistent usage across teams

AI & Advanced Automation

  • Partner with the Head of Revenue Operations to prepare and maintain data architecture that supports AI-driven use cases

  • Prototype and deploy AI-assisted workflows for:

    • Segmentation and enrichment
    • Lead and account scoring support
    • Data normalization and classification
  • Ensure CRM schemas, fields, and workflows are structured to support:

    • AI-assisted analysis
    • Automation and orchestration tools
    • Future AI-enabled workflows across Sales, Marketing, and Customer Success
  • Document AI-assisted workflows and assumptions to ensure transparency and maintainability

Marketing, Sales & Customer Success Systems Support

  • Support defined marketing operations tasks in HubSpot, including:

    • Building lists and segments from documented criteria
    • Supporting email nurtures from approved specifications
    • Managing forms and campaign tracking
  • Act as a systems support partner for Sales and Customer Success:

    • CRM and workflow troubleshooting
    • Data cleanup and field updates
    • Ownership, pipeline, and territory adjustments
  • Reduce friction and manual work for customer-facing teams by ensuring systems behave predictably and are well-documented

Web, CMS & Tracking Support

  • Support website CMS administration as it relates to GTM data capture
  • Support Google Tag Manager and Google Analytics integrations
  • Monitor form submissions, conversion tracking, and downstream data flow
  • Collaborate on custom tracking, event instrumentation, and validation
  • Ensure accurate data flow from website → HubSpot → reporting
  • Document tracking implementations and data definitions

Foundational Reporting & System Monitoring

  • Maintain baseline HubSpot dashboards and reports

  • Monitor system health indicators, including:

    • Data completeness
    • Workflow and sync errors
    • Routing and ownership accuracy
  • Support ad hoc data validation and operational reporting requests

  • Partner with RevOps leadership to ensure reporting accuracy and trust

  • Maintain reporting documentation and metric definitions

What Success Looks Like

Within the first 6–12 months, success in this role looks like:

  • HubSpot data is consistently clean, reliable, and trusted across teams
  • Core workflows and automations run with minimal errors and clear documentation
  • Sales, Marketing, and Customer Success experience reduced friction due to reliable systems
  • Data flows between product and GTM systems are stable, monitored, and well understood
  • Foundational AI-assisted workflows are live and improving operational efficiency

Who You Are

  • 3+ years of hands-on experience in Revenue Operations, with a strong focus on HubSpot CRM administration, configuration, and workflows
  • Deep experience working directly in HubSpot as a system administrator
  • Strong attention to detail and a high bar for data accuracy and reliability
  • Comfortable supporting Sales, Marketing, and Customer Success teams
  • Organized, dependable, and process-driven
  • Comfortable working remotely and collaborating across time zones

Nice to Haves

  • Experience administering and building workflows across a modern GTM tech stack, including tools such as:

    • Sales engagement and conversation intelligence platforms (e.g., Gong)
    • Data enrichment and orchestration tools (e.g., Clay)
    • Marketing automation and lifecycle tooling
    • Familiarity for CPQ tools such as PandaDoc
  • Familiarity with website CMS administration (e.g., Webflow, WordPress, or similar)

  • Exposure to AI-assisted workflows, automation, or data preparation for AI use cases

  • Working knowledge of SQL for data validation, analysis, or troubleshooting

  • Experience supporting B2B SaaS or vertical SaaS companies

  • Familiarity with product-led growth data and lifecycle concepts

  • Experience working with distributed or offshore teams

The Company You’ll Join

Clearstory is a first-of-its-kind, category-defining SaaS company transforming how commercial construction teams communicate and manage change orders. We replace manual, error-prone processes with modern workflows that improve transparency, profitability, and collaboration.

We are a Series B, 100% SaaS company with strong momentum, a growing customer base, and a clear mission to modernize a critical but underserved part of the construction industry.

The Opportunity

As a Revenue Operations Systems Administrator, you’ll play a critical role in helping Clearstory scale its revenue and customer systems. Your work will directly support Sales efficiency, Marketing execution, Customer Success visibility, and the reliability of our data foundation—including readiness for AI-enabled workflows.

Benefits

  • Fully remote role
  • Competitive market-rate compensation for the region
  • Exposure to modern SaaS revenue operations and AI-enabled workflows
  • Opportunity to expand responsibilities over time
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