CRM Administrator

Overview

Backflip is a venture-backed FinTech committed to becoming the leader in residential real estate investment financing. Our vision is to increase people’s love for their communities by investing in housing and improving the physical world. To do that, we need people who are inspired to modernize real estate investing by connecting entrepreneurs with sophisticated capital. Backflip’s capital product menu consists of fix and flip financing (RTL), single family rental loans (DSCR), and New Construction.

The Business Systems Manager owns the governance, configuration, and integration integrity of Backflip’s core business systems — starting with HubSpot and growing into LoanPro. This is a hands-on, judgment-driven role: not an engineer, not a project manager, but the dedicated systems operator who administers HubSpot end-to-end, reasons across system boundaries, and pushes back constructively when requests point in the wrong direction. This role plays a critical part in ensuring our systems remain clean, well-integrated, and trusted as sources of truth as the business scales.

This position reports to the Chief Product & Technology Officer and offers the opportunity to play a foundational role in scaling Backflip’s systems infrastructure as the company grows. This is a remote role, with occasional travel required (company offsites, etc.).

What You’ll Do

• Own HubSpot governance end-to-end — establish a formal request, prioritization, and change-management process for all configuration and data changes; design and enforce a role-based permissions framework with field-level restrictions and data entry standards

• Audit, rationalize, and consolidate the Zapier and broader automation layer that writes to HubSpot or other core systems — documenting and justifying each remaining workflow against a “could this be a native integration?” test

• Own the HubSpot data integrity roadmap — remediate existing issues, prevent new ones, and coordinate with Engineering on any integration that reads from or writes to HubSpot

• Trace every incoming request to first principles — surface system-of-record violations before they get built, identify when workflows or duplicate fields are compensating for missing integrations, and recommend the right architectural answer (not just the requested one)

• Support the LoanPro implementation in the near term by absorbing discrete workstreams (e.g., Moov integration, read-only data flow into HubSpot); take over vendor coordination as implementation stabilizes; assume full operational ownership at steady state

• Maintain working knowledge of adjacent systems (Feather AI, QuickBooks or future ERP, the data warehouse, Middesk) and flag cross-boundary issues even where this role does not have primary ownership

• Serve as the connective tissue between business operations, Engineering, and external vendors — acknowledging, scoping, and resolving systems requests with judgment rather than reflex

• Document the why, not just the what — build frameworks and processes that hold up over time and run without your constant intervention

Qualifications

• 5+ years of experience in business systems, RevOps, systems administration, or a similar role at a high-growth fintech, lender, or operations-heavy SaaS company

• 2+ years of hands-on CRM administration experience (HubSpot, Salesforce, or similar). Personally configured custom objects, properties, workflows, permissions, and integrations in a production CRM

• Demonstrated experience auditing and rationalizing an automation layer (Zapier, Workato, native HubSpot workflows, or similar) — not just adding to it

• Strong integration and data architecture instincts — ability to reason across systems, identify the system of record, and design clean read-only data flows between systems

• Comfortable with APIs, webhooks, JSON, and basic SQL at a fluent-reader / occasional-writer level; does not need to write production code

• Track record of constructive pushback — can point to specific examples of redirecting a request from the wrong system to the right one and walking stakeholders through the reasoning

• Experience in lending, financial services, or another transactional environment is a strong plus

• Direct or adjacent experience with a loan management system (LoanPro, NLS, Mortgage Cadence, FICS, or similar) is a plus

• 1+ year of experience working in a remote or distributed environment is preferred

• Self-directed, accountable, and proactive — thrives in build-stage environments where the playbook is still being written

What Success Looks Like

• All HubSpot configuration changes flow through a documented, well-understood request and prioritization process. Stakeholders trust the process and the system

• The Zapier and automation layer is materially smaller, fully documented, and intentionally justified — not silently compensating for missing infrastructure

• A permissions framework is in place, enforced, and reviewed quarterly. Data quality at the field level is measurably better than it was at start

• LoanPro reaches steady-state ownership under this role within 6 months, with no implementation slippage during the transition

• Cross-functional partners (Sales, Capital Markets, Servicing, Engineering, Finance) consistently report that systems decisions are faster, better-reasoned, and less reactive than they were before this hire

• You adopt AI into your workflow and are eager to find tech-forward ways to gain efficiency and reduce manual work

This candidate will champion Backflip’s Culture & Core Values:

• Raise the Bar: We pursue operational excellence with focus, follow-through, and a persistent drive to get 1% better every day. We use technology to design best-in-class processes and systems. We invest our time wisely and take pride in our work. Great work compounds.

• Act Like an Owner: We are proactive and act in the long-term interest of the company. When we see something that can be improved, we take initiative. We are accountable — we follow through on commitments, own outcomes, and take responsibility for both the work and the result.

• Relationship Driven: We show up for our teammates and partners with respect, clarity, and candor. We build deep, mutually-beneficial relationships through thoughtful communication, elevated experiences, consistent reliability, and alignment of interests.

• Stay Curious: We ask questions, seek context, and challenge assumptions in search of a better way. We value learning over knowing and progress over perfection. Curiosity drives how we test new ideas, learn from mistakes, and continuously improve as individuals and as a company.

Compensation for this role includes a base salary of $100,000 – $150,000 and a total OTE of $110,000 – $165,000 (based on experience). In addition, Backflip employees receive equity stock options, paid health care, and a 401K + company match, among other industry-leading benefits.

Backflip is an equal opportunity employer. We know that building a world-class organization is not possible without an intentional focus on recruiting, empowering, promoting and rewarding the best and brightest people of all backgrounds. Backflip focuses on hiring individuals that align with its Core Values (listed above), and consistently display a high ethical standard, both personally and professionally.

This role is not eligible for visa sponsorship.