CRM Architect, B2B
Basis Set Ventures (Basis Set) is an AI-native venture capital fund founded in 2017 that invests in early-stage AI companies, positioning itself as the first capital for founders. The firm backs startups across automated workflows, autonomy, intelligent collaboration, and scalable infrastructure, serving early-stage AI founders and startups as its typical clients.
About Basis Set Ventures
Basis Set Ventures is an AI-native venture fund founded in 2017, built on the science of minds and machines, that recently announced its $250M Fund IV. The firm positions itself as the first institutional capital for founders and provides hands-on, 24/7 'founder concierge' support, acting as its portfolio companies' first customer, sales rep, bug reporter, and recruiter. It invests in AI-first startups spanning categories such as automated workflows, autonomy, intelligent collaboration, and scalable infrastructure, with portfolio companies including Quince, Cusp, Path Robotics, OpenArt, Entire, Tigris Data, Mem0, Vizcom, Simular, and Sakana. Basis Set also publishes original research and perspectives on topics like trucking operations, global customs, maritime transport, real estate, agriculture, and AI agent infrastructure, and runs a Basis Set AI Fellows program for individuals to work on hard problems within the firm and its portfolio companies. Its typical clients are early-stage, AI-native startup founders across a range of industries including consumer, infrastructure, robotics, and enterprise software.
Skills
About the Role
You will be the primary architect and hands-on admin for HubSpot, owning, designing, and optimizing Quince's B2B growth infrastructure. You will define and govern the CRM data model, system integrations, and automation pathways to ensure the commercial engines run flawlessly. As an essential individual contributor reporting to the General Manager of B2B, you will configure complex workflows, manage sophisticated custom objects, and translate business requirements into technical blueprints. A primary focus will be defining, building, and maintaining the data architecture required to accurately measure customer onboarding milestones and overall account health.
Requirements
- 4+ years of hands-on HubSpot administration with deep technical command of Custom Objects, Advanced Workflows, and Operations Hub
- Proven experience designing and maintaining CRM architecture for fast-growing B2B organizations
- Direct experience building data frameworks, pipelines, or health-scoring mechanisms to track B2B customer onboarding and retention
- Proficient in using APIs, webhooks, and middleware tools such as Zapier or Make to sync HubSpot data with external systems
- Independent, solution-oriented builder who owns system configuration from blueprint to execution
- Ability to translate complex data structures and technical logic into clear documentation for non-technical users
Responsibilities
- Serve as the primary architect and hands-on admin for HubSpot, aligning the platform's schema with the end-to-end customer journey
- Design, build, and maintain custom objects, properties, and pipelines that reflect B2B commercial motions
- Establish CRM data standards, naming conventions, and validation rules to ensure data hygiene and platform scalability
- Collaborate cross-functionally to define metrics required to evaluate customer onboarding success and account health
- Translate onboarding milestones into technical tracking mechanisms within HubSpot
- Build, deploy, and maintain health-scoring models and automated alerts to flag at-risk accounts or expansion opportunities
- Optimize internal CRM processes to reduce manual overhead for sales and account management teams
- Build and maintain automation including lead routing, account assignment, lifecycle transitions, and revenue attribution using Operations Hub
- Maintain data integrity of integrations between HubSpot and the Data Warehouse, ERP, and BI tools
- Troubleshoot, debug, and resolve HubSpot-related system issues
- Build and maintain HubSpot dashboards and reports on onboarding efficiency, customer health trends, and sales pipeline performance
- Implement new HubSpot features, tools, and AI capabilities to improve operational efficiency
- Document system logic, automation workflows, and data models to enable internal stakeholders