Job Description

Job Description

Position Overview:

The Business Intelligence Analyst will be responsible for overseeing projects, reporting, and analytics for HubSpot for BAM Capital, focusing on investor trends, accurate data, and comprehensive business analysis. This role will manage an offshore HubSpot Technical Specialist and ensure the effective implementation and maintenance of HubSpot automations, workflows, engagement scoring, and day-to-day tasks, ensuring data accuracy. Additionally, this role will collaborate with BAM Management on their Entrata CRM, including developing dashboards to pull data and create actionable reports for business intelligence.

Key Responsibilities:

• Oversee all HubSpot-related projects, reporting, and analytics for BAM Capital, focusing on investor trends, accurate data, and comprehensive business analysis.
• Provide in-depth business analysis based on HubSpot data to inform strategic decisions.
• Manage and mentor an offshore HubSpot Technical Specialist, ensuring alignment with business objectives and efficient task execution.
• Lead the development and optimization of HubSpot projects, including workflows, engagement scoring, and event attribution reports.
• Collaborate with BAM Management on the Entrata CRM, providing support and insights as needed.
• Design, build, and maintain dashboards and reports using Domo and Snowflake to extract and visualize data for business intelligence purposes.
• Oversee integrations between internal platforms, including HubSpot, Appfolio, Monday.com, and AirCall.
• Gather, clean, validate, and integrate data from multiple sources (databases, spreadsheets, web analytics tools, HubSpot, Entrata, Appfolio, and external vendors) to ensure accuracy, consistency, and completeness.
• Develop and maintain dashboards, reports, and visualizations in HubSpot and Entrata to effectively communicate findings to stakeholders.
• Identify trends, patterns, and correlations to uncover business opportunities and challenges, and conduct thorough root-cause analysis to understand factors driving KPIs and business outcomes.
• Continuously refine and improve reporting mechanisms to enhance decision-making processes.
• Build and validate predictive models to support strategic planning and resource allocation decisions.
• Partner with cross-functional teams and engage with stakeholders to understand business objectives, gather feedback, address concerns, and ensure alignment on data-driven initiatives.
• Identify opportunities for process optimization, automation, and innovation to enhance the efficiency and effectiveness of BI solutions.
• Fulfill other assigned tasks as necessary.

Required Qualifications:

• Minimum 1 year of hands-on experience with HubSpot Sales and Marketing Hubs.
• Demonstrated ability to manage or collaborate with offshore or remote team members.
• Strong analytical skills with the ability to interpret data, identify trends, and provide actionable insights.
• Experience with data visualization and reporting tools (e.g., Domo, Snowflake, HubSpot reporting, Excel, Google Data Studio, or similar).
• Proficiency in developing dashboards and reports.
• Excellent communication and stakeholder management skills.
• Willingness to learn Entrata CRM; prior experience with any property management CRM is a plus.
• Bachelor’s degree in Business, Data Analytics, Computer Science, or a related field preferred.

Preferred Qualifications:

• Experience in capital raising environments or financial services.
• Familiarity with additional CRM or marketing automation platforms.
• Advanced skills in data analysis, segmentation, and business intelligence modeling.
• Experience with Domo and Snowflake

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