Mission

Super-charge The Asset Finance Shop’s growth and service quality by automating repetitive workflows, unifying data flows, and embedding AI-driven capabilities—starting with HubSpot CRM and OpenAI’s API suite.

Core Responsibilities

Process Mapping & Re-engineering
Interview brokers & ops staff to document current workflows; spot automation wins.

HubSpot Workflow Design & Maintenance
Build and iterate on deal/lead pipelines, roster-based lead assignment, lifecycle stages, task queues, lists, and reporting dashboards.

OpenAI Integration
Design GPT-based utilities (e.g., email drafting, call recap/sentiment analysis, chatbot FAQ) using Python/Javascript or low-code tools.

Data Engineering & API Orchestration
Create and maintain robust data pipes between HubSpot, Dialpad, Google Sheets, and internal databases via native APIs, webhooks, or iPaaS (Zapier, Make, Workato).

Quality Assurance & Monitoring
Set up alerting, unit tests, and logging to ensure automations run reliably; perform periodic audits.

Change Management & Training
Deliver concise playbooks, run lunch-and-learns, and collect feedback to boost adoption.

Continuous Improvement
Track usage metrics, survey stakeholders, and iterate quarterly on AI models and workflows.

Required Skills & Experience

3+ yrs hands-on CRM or RevOps automation (HubSpot strongly preferred).

API development in Python or Node.js; familiarity with OAuth, webhooks, REST.

Prompt engineering & model tuning on OpenAI GPT-4/5 or similar LLMs.

Workflow tools: HubSpot Operations Hub, Zapier/Make, Postman, Git.

Data handling: SQL basics, CSV manipulation, Google BigQuery or equivalent.

Strong stakeholder communication—translate broker pains into technical specs.

Preferred experience:

Experience in asset finance or financial-services CRMs.

Knowledge of Dialpad API or similar VoIP/CCaaS platforms.

Familiarity with AWS Lambda, serverless architectures, or Snowflake.

BI/dashboarding skills (Looker, Power BI, or Tableau).

Exposure to compliance and data-privacy requirements in Australian finance.

Tools You’ll Use

HubSpot (Marketing, Sales & Operations Hubs) · OpenAI API · Python/Javascript · Zapier/Make · GitHub · Google Workspace · Dialpad · Airtable/SmartSuite (optional) · Loom

Reports to Head of Operations