RevOps Technical Specialist (Remote)

What We Do We help Financial Professionals build and grow their business in a variety of different ways. With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their mar keting efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth. Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place. About Our Culture At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we've grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally. Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace. We're building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you'll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let's create something extraordinary together! Our Employee Benefits At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award four years running now, and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package. Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown. Our comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave. Our robust insurance plan includes: Medical with $0 co-pay Telehealth plan Dental Vision Health Savings Account (HSA) with generous employer contributions Flexible Spending Accounts (FSA) Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage Company-paid Short & Long Term Disability coverage Company-paid Employee Assistance Program (EAP) Matching 401(k) with immediate full vesting On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit Internet & Gym Reimbursement! We’ll provide you with the work computer equipment you need to set you up for success! Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style! About the Role FMG's Revenue Operations team is growing, and we're looking for a HubSpot-focused systems builder to join us. This is a hands-on role for someone who likes solving problems inside systems, building workflows, refining data, automating the tedious stuff, and making revenue and customer teams more effective through better tooling. You'll work primarily in HubSpot, with substantive ownership in Chargebee (our billing and CPQ platform), close partnership on Make integrations, and meaningful contribution to the reporting and data work we do alongside Finance and BI/Data. The goal of RevOps at FMG is to drive revenue through efficiency, GTM alignment, and customer retention. We do that by looking holistically across the systems and processes that support Marketing, Sales, and Customer Success, streamlining where we can, and keeping the full revenue motion aligned on clean data and shared workflows. This role is central to that work. Compensation We are currently offering $80,000-$90,000/year based on experience and qualifications. Primary Responsibilities & Expectations Build and automate in HubSpot. Most of your time will be spent here, designing and building workflows, properties, lifecycle automations, and other system enhancements. You'll work closely with RevOps leadership and stakeholders across the business to translate needs into clean, scalable solutions, and you'll regularly revisit existing workflows to refine and improve them. Run our billing and CPQ system. Chargebee handles our subscriptions, CPQ, and self-service checkout and platform-integrated license management. You'll write and maintain selling rule logic, manage the product and price catalog, and own the CPQ custom flows and integration between HubSpot and Chargebee. Contribute to reporting and data work. You'll build HubSpot reports and dashboards that surface real insight, not just activity. You'll also work alongside Finance and BI on broader reporting and analysis, which means understanding our data model well enough to translate it into use cases and user experience, and to flag when something upstream needs to change. Own integration use cases (without owning Make). Our Integrations Architect designs and builds in Make. You'll own the business logic on the HubSpot side, translating user needs into integration requirements, managing errors that surface in HubSpot, and partnering closely on design decisions. Drive user enablement. Solutions only generate value if users actually adopt them, so enablement is part of the build, not an afterthought. You'll test what you ship, document it clearly, train the teams who use it, and report on engagement and business success metrics so we know what's working and what needs another pass. Present and communicate solutions. You'll regularly present solutions to stakeholder groups in Miro, slide decks, or live demos, translating technical work into something non-technical audiences can engage with and approve. Troubleshoot and document. You'll investigate root causes, implement durable fixes, and document what you find so the next person, including future-you, doesn't have to start over. You'll work directly with HubSpot support, Chargebee support, IT, and external consultants when issues require it. Lean into AI. We expect this role to use AI tools to build faster and smarter, both for your own productivity (workflow logic, troubleshooting, documentation) and for what you build into our systems (HubSpot Breeze, AI-driven automations, agentic workflows). You don't need to be an AI expert, but you should be curious about where AI can compress work and improve outcomes. Skills and Qualifications 3+ years building in HubSpot, with hands-on experience designing complex workflows, custom properties, and reporting. Experience managing a CPQ and integrated billing system. Chargebee specifically is a plus. Comfort with ambiguity and a bias toward building things cleanly rather than patching them together. We want intentional, thorough solutioning, not duct tape. Business-minded curiosity. You ask good questions, understand the "why" behind a request, and push back when something doesn't make sense. Strong troubleshooting instincts and a habit of documenting what you learn. The ability to balance a planned sprint load with occasional last-minute stakeholder needs. Sometimes an executive needs a new property for board reporting and we won't make them wait, but we also won't let that derail the optimization project already in flight. You'll need judgment about when to flex and when to hold the line. Strong written and verbal communication, including the ability to present solutions to stakeholder groups in Miro, slide decks, or live demos. You'll work across teams that don't always share your technical vocabulary. Comfort using AI tools as part of how you work and what you build. Experience with Make, ClickUp, or similar tools is a plus, but not required. If you like building in HubSpot, you're energized by clean systems and good data, and you want to do work that actually drives revenue, we'd love to hear from you. At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work. We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information. If you require accommodation to complete the application or interview process, please contact [email protected] . You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/