JOB DETAILS

HubSpot Platform & Program Manager

CompanyBankwell Financial Group
LocationNew Canaan
Work ModeOn Site
PostedMarch 19, 2026
About The Company
Bankwell is a commercial bank with over $3 billion in assets, offering personalized and technologically-advanced banking solutions to privately owned businesses, their owners and executives, as well as high-net-worth individuals, and the communities we serve. We are committed to delivering exceptional service through a single point of contact – a dedicated team - composed of experienced financial professionals working in alignment to ensure businesses and individuals are well-banked. Our team members and our clients benefit from an organizational focus on personal growth and technological innovation across business lines. These commitments enable Bankwell to offer robust products and deliver financial solutions to unique industry niches with speed, efficiency, and care.
About the Role

Description

About Bankwell:


Bankwell is a commercial bank with more than $3 billion in assets that serves the banking needs of businesses and individuals. At Bankwell, we pride ourselves on our unique ability to bring you high touch, high quality banking with the expertise and dedication of our experienced team of professionals. When it comes to business, our deep industry knowledge, flexibility and innovative treasury and financing services enable us to find the right solutions for our business and commercial clients. We’re passionate about giving back and are actively involved with many not-for-profit organizations that help shape and improve the lives of others. We’re dedicated to giving our time and talent to support the communities we serve. More about Bankwell can be found at www.mybankwell.com.


Summary of Position:


The HubSpot Platform & Program Manager is the internal owner of Bankwell’s HubSpot ecosystem, serving as both platform administrator and program manager. This role oversees the design, governance, and optimization of HubSpot across marketing, sales, customer support, operations, and risk. 

The position combines hands on platform leadership - system architecture, workflow development, data quality, reporting, and releases - with cross functional program management, including requirements intake, prioritization, communication, testing, and deployment. The goal is to ensure HubSpot remains a scalable, well governed enterprise system that replaces fragmented tools and manual processes while meeting regulatory and operational needs.


Responsibilities:


HubSpot Administration & Configuration 

  • Administer and maintain HubSpot CRM, including users, permissions, workflows, properties, and objects 
  • Build and maintain workflows, automation, forms, lists, and routing rules 
  • Build and maintain dashboards and reports for business, operational, and risk stakeholders 
  • Ensure the right HubSpot tools, features, and configurations are used to meet business needs without creating unnecessary complexity 
  • Manage HubSpot upgrades, releases, and new feature adoption 

Data Management & Quality 

  • Monitor and maintain CRM data integrity, hygiene, and governance standards 
  • Troubleshoot data issues related to imports, integrations, and automation 
  • Support documentation of data definitions, processes, and usage standards 
  • Coordinate with the Data & Analytics team on data warehouse integration and downstream reporting needs 

Production Support & Continuous Improvement 

  • Act as the internal escalation point for HubSpot related issues impacting business teams 
  • Troubleshoot and resolve platform, workflow, and reporting issues 
  • Create and maintain basic user guides, FAQs, and other internal documentation 
  • Proactively identify opportunities to simplify, standardize, and optimize platform usage 

Program & Project Management Responsibilities 

Cross Functional Intake & Planning 

  • Lead cross functional requirements gathering with marketing, sales, customer support, operations, risk, and compliance teams 
  • Identify, define, and size initiatives that leverage HubSpot capabilities 
  • Translate business needs into clear scope, requirements, and success criteria 

Prioritization  

  • Prioritize work across multiple departments with competing demands 
  • Maintain and communicate a clear HubSpot roadmap aligned to business strategy and capacity 

Delivery & Execution 

  • Define workflows and solution designs prior to build 
  • Coordinate testing across users and environments 
  • Manage test and production environments 
  • Lead deployments and postlaunch stabilization efforts 
  • Ensure initiatives follow PMO processes and standards 



Requirements

Qualifications & Experience 

  • 4+ years of experience in HubSpot systems administration (Sales, Service, workflows, objects, reporting, integrations, and governance) 
  • 2+ years of experience as a project manager, program manager, or business analyst 
  • Demonstrated experience operating in regulated environments (financial services strongly preferred) 
  • Proven ability to translate complex, cross functional business requirements into scalable technical solutions 
  • Strong program and project management skills, including requirements documentation, process flow development, prioritization, and stakeholder communication 
  • Excellent documentation, analytical, and problem-solving skills 
  • HubSpot Administrator certifications in Sales, Service, and Reporting obtained or willingness to obtain within 6 months of hire 
  • Experience with CRM integrations and basic API concepts 
  • Excellent analytical and problem-solving skills, with a data-driven approach to decision-making 
  • Excellent communication and interpersonal skills, with the ability to influence cross-functional teams and build strong relationships 
  • Entrepreneurial mindset with a passion for innovation and improving?employee and customer?experiences 





Key Skills
HubSpot AdministrationPlatform GovernanceWorkflow DevelopmentData QualityReportingSystem ArchitectureCRM ManagementAutomationProject ManagementRequirements GatheringPrioritizationHubSpot CertificationsAPI ConceptsData IntegrityStakeholder CommunicationRisk Management
Categories
TechnologyData & AnalyticsMarketingManagement & LeadershipFinance & Accounting
Job Information
📋Core Responsibilities
This role serves as the internal owner and administrator of Bankwell’s HubSpot ecosystem, overseeing its design, governance, and optimization across marketing, sales, support, operations, and risk functions. Key duties include hands-on platform leadership such as system architecture, workflow development, data quality management, and cross-functional program management for requirements intake and deployment.
📋Job Type
full time
📊Experience Level
5-10
💼Company Size
195
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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