HubSpot Platform & Program Manager

Bankwell Financial Group•New Canaan, CT

About The Position

The HubSpot Platform & Program Manager is the internal owner of Bankwell’s HubSpot ecosystem, serving as both platform administrator and program manager. This role oversees the design, governance, and optimization of HubSpot across marketing, sales, customer support, operations, and risk. The position combines hands on platform leadership - system architecture, workflow development, data quality, reporting, and releases - with cross functional program management, including requirements intake, prioritization, communication, testing, and deployment. The goal is to ensure HubSpot remains a scalable, well governed enterprise system that replaces fragmented tools and manual processes while meeting regulatory and operational needs.

Requirements

4+ years of experience in HubSpot systems administration (Sales, Service, workflows, objects, reporting, integrations, and governance)
2+ years of experience as a project manager, program manager, or business analyst
Demonstrated experience operating in regulated environments (financial services strongly preferred)
Proven ability to translate complex, cross functional business requirements into scalable technical solutions
Strong program and project management skills, including requirements documentation, process flow development, prioritization, and stakeholder communication
Excellent documentation, analytical, and problem-solving skills
HubSpot Administrator certifications in Sales, Service, and Reporting obtained or willingness to obtain within 6 months of hire
Experience with CRM integrations and basic API concepts
Excellent analytical and problem-solving skills, with a data-driven approach to decision-making
Excellent communication and interpersonal skills, with the ability to influence cross-functional teams and build strong relationships
Entrepreneurial mindset with a passion for innovation and improving?employee and customer?experiences

Responsibilities

HubSpot Administration & Configuration
Administer and maintain HubSpot CRM, including users, permissions, workflows, properties, and objects
Build and maintain workflows, automation, forms, lists, and routing rules
Build and maintain dashboards and reports for business, operational, and risk stakeholders
Ensure the right HubSpot tools, features, and configurations are used to meet business needs without creating unnecessary complexity
Manage HubSpot upgrades, releases, and new feature adoption
Data Management & Quality
Monitor and maintain CRM data integrity, hygiene, and governance standards
Troubleshoot data issues related to imports, integrations, and automation
Support documentation of data definitions, processes, and usage standards
Coordinate with the Data & Analytics team on data warehouse integration and downstream reporting needs
Production Support & Continuous Improvement
Act as the internal escalation point for HubSpot related issues impacting business teams
Troubleshoot and resolve platform, workflow, and reporting issues
Create and maintain basic user guides, FAQs, and other internal documentation
Proactively identify opportunities to simplify, standardize, and optimize platform usage
Program & Project Management Responsibilities
Cross Functional Intake & Planning
Lead cross functional requirements gathering with marketing, sales, customer support, operations, risk, and compliance teams
Identify, define, and size initiatives that leverage HubSpot capabilities
Translate business needs into clear scope, requirements, and success criteria
Prioritization
Prioritize work across multiple departments with competing demands
Maintain and communicate a clear HubSpot roadmap aligned to business strategy and capacity
Delivery & Execution
Define workflows and solution designs prior to build
Coordinate testing across users and environments
Manage test and production environments
Lead deployments and postlaunch stabilization efforts
Ensure initiatives follow PMO processes and standards