GTM Systems Engineer

Setting up a 401(k) shouldn't be the hardest thing a business ever does. But retirement plan administration is complex, fragmented, and manual, and it slows down both business owners and the financial advisors who serve them. Aboon was founded to change that.

We're an AI-native platform and third-party administrator that makes it easy for financial advisors to find, win, and grow 401(k)s and other retirement products by pairing streamlined workflows with dedicated human service. Backed by leading investors including Bain Capital and Edward Jones Ventures, we bring decades of experience building for advisors and the retirement industry. We're looking for exceptional, mission-driven people to build it with us.

We’re hiring a GTM Systems Engineer to own the systems our sales and servicing teams run on. You’ll be the technical owner of HubSpot, our CRM, responsible for maintaining clean data, reliable automations, and connected systems. You’ll make sure HubSpot connects to the rest of our stack, including Asana, Notion, and Aboon’s own platform. You’ll also build the systems foundation for new parts of the business, like our partner sales motion and partner onboarding.

This role is for someone who’s comfortable in HubSpot workflows and API docs and can work with our servicing team to solve what’s slowing them down. You’ll report to our Head of Finance and Business Operations and partner closely with Engineering.

• Own HubSpot administration end to end. That covers data model, properties, pipelines, permissions, workflows, and data quality. Retool our existing automations so they’re reliable and easy to maintain.

• Build and maintain integrations between HubSpot and our tools, including Asana and Notion. Partner with Engineering to connect HubSpot to Aboon’s platform.

• Keep data clean and trustworthy through regular audits, duplicate record cleanup, and high standards for how records are created and maintained.

• Standardize core data conventions across teams. This includes how record owners are assigned and the internal identifiers that link records across HubSpot, our platform, and other systems.

• Partner with our servicing team to understand their needs and implement them in HubSpot, including leading the migration to HubSpot Help Desk and Tickets.

• Design the CRM structure for our partner sales motion, alongside how we already use HubSpot for individual plan sales.

• Build the technical side of our partner onboarding playbook, so every new partner is set up consistently across our systems.

• Build systems that scale with the business. As the team grows and we add new motions, you’ll design our CRM and tooling so they flex with us instead of breaking.

• Be the go-to systems partner for sales, service, and leadership. Spot where manual work, broken handoffs, or tool gaps are slowing teams down, then fix them, often with automation or AI.

The right person is:

• Technical and pragmatic. You can write a script or call an API when it’s the right answer, and you know when a native workflow is the better choice.

• A systems thinker. You design data models and conventions that hold up as the company grows, not one-off fixes.

• Obsessive about data quality. Duplicate records and inconsistent fields bother you, and you build guardrails so they don’t come back.

• A good partner to non-technical teams. You can translate a servicing team member’s pain points into a requirements doc and a working solution.

• An owner. You document what you build and treat our systems like a product with users.

Required

• 3+ years 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 (Gumloop, Zapier, Make, Workato, or similar)

• Scripting ability in Python, JavaScript, or similar, including HubSpot custom code actions or comparable

• Experience leading data cleanup, deduplication, or migration projects

• Strong written communication and the ability to gather requirements from non-technical stakeholders

Nice to have

• Experience with HubSpot Sales & Service Hub, 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 LLMs in production workflows

• Experience in financial services, fintech, or another regulated industry

• HubSpot certifications

Compensation

The base salary range for this role is $115,000–$145,000, depending on experience, skills, and location. Total compensation also includes an annual bonus and equity.

Benefits

• Comprehensive health, dental, and vision insurance, with additional optional coverage

• 401(k) with company match

• Flexible paid time off and holidays

• 10 weeks paid parental leave

• A fully remote work environment, with all the technology and equipment you need

• Support for professional development and career growth

Location

Remote, though we encourage in-person attendance at 1-2 company retreats per year. This role is open to candidates based in the US. Work authorization required; no visa sponsorship.

Aboon is an Equal Opportunity Employer. We encourage applications from all qualified individuals and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected status.