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Aboon

AI-driven 401(k) TPA platform

GTM Systems Engineer

Enterprise ApplicationsUpdated on Nov 12
Full-timeRemote in USA

About the Job

Requirements

  • At least 3 years of experience in business systems, revenue operations, CRM administration, or a similar technical operations role.
  • Deep, hands-on HubSpot administration experience, including workflows, custom properties and objects, data imports, and permissions.
  • Experience building integrations using APIs, webhooks, or integration platforms such as Gumloop, Zapier, Make, Workato, or similar tools.
  • Scripting ability in Python, JavaScript, or a similar language, including HubSpot custom code actions or comparable tools.
  • Experience leading data cleanup, deduplication, or migration projects.
  • Strong written communication and the ability to gather requirements from non-technical stakeholders.

Responsibilities

  • Own HubSpot administration end to end, including the data model, properties, pipelines, permissions, workflows, and data quality, and rework existing automations to make them reliable and maintainable.
  • Build and maintain integrations between HubSpot and tools including Asana and Notion, and partner with Engineering to connect HubSpot to Aboon’s platform.
  • Maintain clean, trustworthy data through regular audits, duplicate record cleanup, and standards for creating and maintaining records.
  • Standardize core data conventions across teams, including record-owner assignments and internal identifiers that link records across HubSpot, the platform, and other systems.
  • Partner with the servicing team to understand and implement its needs in HubSpot, including leading the migration to HubSpot Help Desk and Tickets.
  • Design CRM structure for the partner sales motion alongside the existing use of HubSpot for individual plan sales.
  • Build the technical side of the partner onboarding playbook so each new partner is set up consistently across systems.
  • Design CRM and tooling systems that can adapt as the business grows and adds new motions.
  • Identify manual work, broken handoffs, and tool gaps affecting sales, service, and leadership, and resolve them, often with automation or AI.
  • Document systems and treat them as products with users.

Desired Qualifications

  • Experience with HubSpot Sales and Service Hub and designing CRM structure for sales and service teams.
  • Experience designing CRM structure for partner, channel, or multi-motion sales models.
  • SQL and comfort working with data warehouses.
  • Experience building with AI tools or large language models in production workflows.
  • Experience in financial services, fintech, or another regulated industry.
  • HubSpot certifications.

About the Company

Aboon

AI-driven 401(k) TPA platform

Aboon provides a digital third-party administration platform for 401(k) plans that helps financial advisors design, launch, and manage retirement plans for business owners. The platform uses AI-powered automation, digital workflows, and access to human expertise to automate plan design, onboarding, quotes, and ongoing compliance. It differentiates itself by serving the existing advisor network as a modern operating system for retirement solutions and by integrating with major advisory firms and recordkeepers. Its goal is to speed up and simplify advisor-led retirement offerings for small- to mid-sized businesses.

Company size
11-50
Company stage
Seed
Total funding
$17.5M
Headquarters
New York City, United States
Founded
2023

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