GTM Systems Manager

Location: Remote (U.S.)

Team: Operations

Reports to: Director of Finance, Analytics, and Operations

We're looking for a systems-minded operator to own the tools and processes that power our go-to-market teams. This role will serve as the primary owner of HubSpot and the ecosystem of tools connected to it — spanning both Sales and Marketing — and will be responsible for making sure our GTM infrastructure is clean, reliable, and scaling with the business. We’re all in on using AI to make operational work better, and we're looking for someone who reaches for AI as naturally as they reach for a workflow builder — using it to move faster, cut manual work, and solve problems that used to require headcount.

What You'll Do

Own the CRM

• Serve as the primary HubSpot administrator across Marketing, Sales, and Operations.
• Manage the data model — custom properties, objects, lifecycle stages, and field-level rules.
• Maintain database hygiene including deduplication, enrichment, suppression, and list governance.
• Build, document, and enforce standards for how teams use the CRM.

Build and Maintain GTM Workflows

• Design and optimize workflows, automation sequences, lead routing, and lifecycle stage movements across both Sales and Marketing.
• Own deal stage configuration, pipeline structure, handoff rules, and notifications.
• Support campaign operations including list management, form optimization, and tracking implementations.
• Ensure lead scoring, meeting scheduling, and routing logic function reliably.

Manage the GTM Tool Ecosystem

• Own the integrations and tools that connect into HubSpot — enrichment vendors, sales engagement platforms, scheduling tools, and more.
• Evaluate new tools as needs arise and manage vendor relationships for the GTM stack.
• Ensure data flows cleanly between systems and troubleshoot integration issues.

Support Reporting and Data Quality

• Build and maintain a clean data model for consumption by AI and traditional BI tools.
• Identify data gaps and create processes to improve completeness and reliability.
• Partner with the analytics team to ensure source tracking, attribution, and lifecycle reporting are accurate.

What We're Looking For

Requirements

• 3–5 years of experience in CRM administration, marketing operations, sales operations, or revenue operations.
• Hands-on experience with HubSpot (Marketing Hub + Sales Hub). Salesforce experience is transferable.
• Strong understanding of workflows, automation logic, lead routing, lifecycle stages, pipelines, and custom objects.
• Experience managing data hygiene, deduplication, and database governance.
• Comfort working cross-functionally and translating business needs into systems solutions.
• Ability to own projects from scoping through execution without heavy oversight.
• Strong documentation and communication skills.

Nice to Have

• HubSpot certifications (Marketing Ops, RevOps, CRM Administration).
• Experience with enrichment or prospecting tools (Apollo, ZoomInfo, LeadIQ, etc.).
• Familiarity with sales engagement tools (Outreach, SalesLoft, Chili Piper, etc.).
• Experience in B2B SaaS or fintech.
• Exposure to SQL, BI tools, or data pipelines.
• Experience with using AI (Claude, etc.) for operational work

What Success Looks Like

After 90 days, you have:

• Taken full ownership of HubSpot administration and become the go-to resource for CRM questions across teams.
• Audited and improved the existing data model, workflows, and automation.
• Documented core processes and built confidence across Sales and Marketing in the reliability of the CRM.
• Identified the highest-impact improvements to GTM tooling and started executing against a roadmap.
• Reduced the volume of ad-hoc ops requests hitting other team leads.

Why Join Basis Theory?

• Own the entire GTM system. We believe in empowering smart people to own their domain, no micromanagement.
• AI-forward culture with real budget flexibility. We invest in automation tools and expect you to find ways to make things faster and smarter.
• Growth potential. Currently this is an IC role, but you will coordinate and help set priorities with GTM systems contractors and there is room to build a team if the need arises.
• Small company, outsized impact. You'll work directly with Sales, Marketing, and leadership. No layers of bureaucracy.
• Remote-first with real perks. Monthly stipend for your workspace, annual team trip to a new tropical location each year.

About Us

Basis Theory offers a fully programmable vault to create engaging commerce flows, connect with any partner, effortlessly manage compliance, and keep control of payments data. Standing at the intersection of technology and commerce, Basis Theory’s PCI Level 1, SOC2 type 2, and ISO 27001-compliant vault revolutionizes the way fintechs and merchants build their payment infrastructure by providing unparalleled flexibility and customization, enabling businesses to tailor their payment stacks to their unique needs. From emerging fintech startups to established merchants, Basis Theory provides the tools and support necessary for each to craft a payment stack that perfectly aligns with their business model.

Basis Theory is building from first-hand experience at Twilio, Klarna, and Dwolla and has raised over $50 million from top-tier investors, including Bessemer Venture Partners, Costanoa Ventures, Stage 2 Capital, and Kindred Ventures. We are a globally distributed team that operates as a remote-first organization from the monthly stipend for remote working environments to our annual company get together at a new tropical location each year :)