Business Systems Analyst (CRM)

At Pleo, we're on a mission to revolutionise the way businesses manage company spending. No more outdated processes, clunky spreadsheets, or frustrating delays - we believe spend management should be seamless, empowering, and surprisingly effective for finance teams and employees alike. We're creating tools that promote autonomy, foster trust, and let businesses focus on what truly matters.

Our culture is built on transparency, collaboration, and a deep commitment to innovation – which is reflected in our spending solution. At Pleo, you'll join a passionate team shaping the future of work, all while having some fun along the way.

About the role

As part of our growing Revenue Operations department, we have established a team called Business Architecture & Technology. This team will focus on optimising processes, data and tools for our commercial part of the business (Marketing, Sales, Partnership and CX)

Your role in this will be to help us design and implement new tools to support this. Think of it as this - we need to make sure the commercial aspect of Pleo is happening as smoothly and efficiently as possible. We achieve this through designing and maintaining the tech stack and related processes.

In Pleo, Revenue Operations is a cross-functional discipline that goes across many areas, such as the demand and opportunity management process, sales planning and forecasting, as well as monitoring business performance. Hence this is a unique opportunity to learn more about the many different aspects of running a business, the decision processes and prioritisation needed to execute strategic projects, and insights into where the company is going - almost like a front-row seat!

What You'll Be Doing

We are seeking a skilled and detail-oriented Business Systems Analyst with expertise in Hubspot CRM to join our dynamic team. In this role, you will serve as the bridge between the business and Engineering teams, focusing on the analysis, design, and implementation of solutions on Hubspot CRM and other integrated tools. The ideal candidate will have a strong working knowledge and administrative experience of Hubspot CRM - Sales, Marketing, Service and CMS modules, experience in gathering and defining business requirements, and the ability to translate them into functional specifications for technical teams

Requirement Gathering & Analysis:

• Collaborate with stakeholders to understand business processes, needs, and objectives.
• Elicit, document, and prioritize business and technical requirements for web-based solutions.
• Conduct gap analysis to identify areas for improvement in existing systems.
  
  

System Design & Documentation:

• Translate business requirements into detailed system specifications, user stories, and use cases.
• Develop workflow diagrams, wireframes, and mock-ups to support system design.
• Ensure systems are designed to meet scalability, security, and performance requirements.
  
  

Project Coordination:

• Collaborate with cross-functional teams including developers, UI/UX designers, and QA engineers to ensure the successful implementation of solutions.
• Track project milestones and deliverables, ensuring alignment with timelines and business goals.
• Act as a liaison between business and technical teams to ensure clear communication and understanding of requirements.
  
  

Testing & Quality Assurance:

• Develop test plans, coordinate user acceptance testing (UAT), and ensure systems meet business requirements.
• Identify, document, and resolve any issues or bugs during the testing phases.
  
  

Continuous Improvement:

• Monitor system performance and make recommendations for improvements and optimizations.
• Stay updated on emerging web technologies and industry trends to drive innovation in Hubspot CRM.
  
  

Required Skills & Qualifications:

• Bachelor's degree in Information Systems, Computer Science, Business, or related field.
• Certification in Hubspot CRM with administrative experience
• 5+ years of experience as a Business Systems Analyst or in a similar role with a focus on managing Hubspot CRM.
• Strong understanding of web development stacks, including front-end, back-end, databases, and cloud-based solutions.
• Experience with GTM systems such as CRM, Marketing automation platforms, Customer success tools and other GTM tools
• Familiarity with agile development methodologies (Scrum, Kanban) and project management tools (JIRA, Confluence).
• Proficiency in creating detailed business process documentation, system requirements, and technical specifications.
• Excellent communication, problem-solving, and analytical skills.
• Ability to work independently and manage multiple tasks in a fast-paced environment.
  
  

Preferred Skills:

• Experience with Hubspot CRM, Vitally and other GTM tech stack
• Experience with cloud platforms like AWS, Azure, or Google Cloud appreciated
• Familiarity with web security standards and practices (e.g., OWASP).
• Knowledge of databases and SQL for data analysis and reporting.
• Certification in Business Analysis (CBAP, CCBA) or related field.
  
  

Show me the benefits!

• Your own Pleo card (no more out-of-pocket spending!)
• Lunch is on us for your work days - enjoy catered meals or receive a lunch allowance based on your local office
• Comprehensive private healthcare - depending on your location, coverage options include Vitality, Alan or Médis
• We offer 25 days of holiday + your public holidays
• For our Team, we offer both hybrid and fully remote working options
• Option to purchase 5 additional days of holiday through a salary sacrifice
• We use MyndUp to give our employees access to free mental health and well-being support with great success so far
• Paid parental leave - we want to make sure that we're supportive of families and help you feel that you don't have to compromise your family due to work
  
  

Why join us?

Working at Pleo means you're working on something very exciting: the future of work. Our mission is to help every company go beyond the books. Pleo itself means 'more than you'd expect', and it's been the secret to our success over the last 8 years. So it's only fitting that we'd pass this philosophy onto our customers to help them make the most of their finances.

We think company spending should be delegated to all employees and teams, that it should be as automated as possible, and that it should drive a culture of responsible spending. Finance teams shouldn't be siloed from the rest of the organisation – they should work in unity with marketing, sales, IT and everyone else.

Speaking of working in unity, our values tell the story of how we work at Pleo. We have four core values, the first of which is 'champion the customer', which means we address real pain points that businesses face. Next up is 'succeed as a team', which highlights how our strength lies in our diversity and trust in each other. We also 'make it happen' by taking bold decisions and following through to deliver results. Last but not least, we 'build to scale', creating lasting solutions that address today's challenges and anticipate tomorrow's needs.

So, in a nutshell, that's Pleo. Today we are a 850+ team, from over 100 nations, sitting in our Copenhagen HQ, London, Stockholm, Berlin, Madrid, Montreal and Lisbon offices —and quite a few full-time remotes in 35 other countries! Being HQ'd out of Copenhagen means we're inspired by things like a good work-life balance. If you don't work in the office with us, we'll help you set up the best remote setup possible and make sure you still have time to connect with your team.

About your application

• Please submit your application in English; it's our company language so you'll be speaking lots of it if you join
• We treat all candidates equally: If you are interested please apply through our application system - any correspondence should come from there! Our lovely support isn't able to pass on any calls/ emails our way - and this makes sure that the candidate experience is smooth and fair to everyone
• We're on a mission to make everyone feel valued at work. That's only achievable if our team reflects the diversity of the world around us - and that starts with you, hitting apply, even if you are worried you might not tick all the boxes! We embrace and encourage people from all backgrounds to apply - regardless of race/ethnicity, colour, religion, nationality, gender, sex, sexual orientation, age, marital status, disability, neurodiversity, socio-economic status, culture or beliefs.
• When you submit an application we process your personal data as a data processor. Find out more about how your data is used in the FAQs section at the bottom of our jobs page.