[Hiring] CRM & System Administrator @Take Command Health

Role Description

We're looking for a talented CRM & System Administrator to own, optimize, and scale the backbone of our go-to-market and customer operations. This isn't a "keep the lights on" role -- it's an opportunity to shape how a fast-growing healthtech company runs its most critical systems. If you're someone who gets excited about clean data, smart automation, and building systems that make people's jobs easier, you'll thrive here.

What You’ll Do

• Platform Management & Optimization
  • Maintain and optimize HubSpot Marketing, Sales, and Service Hubs
  • Build and refine workflows, automation, sequences, and lead routing
  • Create and manage custom properties, pipelines, dashboards, and reports
  • Conduct regular data audits to ensure accuracy, cleanliness, and governance
• Platform Ownership
  • Configure and maintain tickets, pipelines, SLAs, and customer feedback surveys
  • Partner with client-facing and back-office teams to streamline ticketing processes and improve response workflows
  • Build automation that enhances customer experience—ticket routing, escalation rules, satisfaction surveys, and follow-up sequences
  • Support campaign execution by building emails, landing pages, forms, and segmented lists
• Cross Functional Support
  • Collaborate with Marketing, Sales, and the Delivery Ops teams to translate business needs into scalable solutions
  • Train internal teams on HubSpot features, processes, and best practices
• Systems Integration & Technical Ownership
  • Manage integrations between HubSpot and other business systems
  • Troubleshoot technical issues, identify root causes, and implement long-term fixes
  • Work with internal teams and external vendors on system enhancements and API based integrations
• Reporting & Insights
  • Build dashboards and reports that provide visibility into funnel performance, customer lifecycle, and service operations
  • Track KPIs across marketing, sales, and service to support data driven decision-making
  • Recommend improvements to processes, automation, and data structure based on insights

Qualifications

• 3–5 years of hands-on CRM administration experience, with deep HubSpot expertise in a B2B environment
• Deep expertise in HubSpot workflows, automation, lifecycle stages, and lead/ticket management
• Experience supporting Customer Success or Support teams using Service Hub
• Strong command of CRM data structures, segmentation, and reporting
• Experience managing integrations between CRM platforms and third-party business systems, including tools like Intercom and Jira
• Comfort working with custom-coded elements including troubleshooting scripts, custom workflows, or API-based logic
• A systems thinker who can translate ambiguous business needs into clean, scalable solutions
• Excellent communication skills and the ability to simplify complex processes

Bonus Points

• HubSpot certifications (Marketing Hub, Sales Hub, Service Hub)
• Experience managing integrations between CRM platforms and third-party business systems
• Background in healthcare, benefits, or a high-growth SaaS environment

What Success Looks Like

A great HubSpot Administrator doesn't just maintain the system; they make it work harder for everyone. Success means a well-organized, scalable HubSpot instance built on clean, reliable data, smart automation that reduces manual work, and clear reporting that drives smarter decisions across marketing, sales, and service.

Compensation

$92,000-$115,000

Benefits

• A generously funded ICHRA for medical, dental, and vision premiums and medical expenses.
• Unlimited personal vacation in addition to regular company holidays.
• 401(k): 90-day eligibility for 4% match that vests over 4 years with a one year cliff!
• Two beautiful offices in Richardson, Texas (City Line) and Austin, Texas.
• Competitive parental leave for new parents.
• Up to two paid days of Paw-ternity leave.
• ClassPass corporate membership with access to over 73,000 fitness and wellness options.
• Flexible on where you work – ability to work from home when needed.

Company Description

Take Command is a start-up on a mission to improve the healthcare system, starting with health insurance. We believe this model can empower employees to be savvy healthcare consumers and have a transformative impact on the entire healthcare system.

We secured our Series B funding in 2023 and are thrilled to be able to expand our team. Despite being a small startup in a land of health insurance giants, we’re the recognized industry leader for what we do (health insurance reimbursements).

Take Command knows diversity and inclusion among our teammates is integral to our company’s success and growth. Our vision is to recruit, develop, and retain the best team from a diverse candidate pool.