*HubSpot /* *Automation /* *QuickBooks Integration*

EDGE Energy is building the digital backbone for a rapidly growing residential electrification company serving the DC–Maryland–Virginia region.

We install *solar, HVAC, and home electrification systems*, and our internal systems connect marketing, sales, project management, and accounting into a unified workflow.

We're looking for someone who enjoys *designing systems, building automation, and making complex operational workflows run smoothly.*

This is not a typical “CRM admin” role.

*This role sits at the intersection of:*

* CRM architecture
* automation engineering
* revenue operations
* accounting system integration

If you enjoy turning messy operational processes into elegant automated systems, you'll likely thrive here.

_*What You'll Be Building*_

*Our core stack includes:*

* *HubSpot CRM*
* *QuickBooks Online*
* *Zapier*
* *Custom HubSpot workflows using APIs*
* Marketing and lead‑generation integrations

*These systems support everything from:*

* marketing attribution
* sales pipeline management
* quoting and payments
* accounting reconciliation
* project operations

Your role will be to *own and evolve this automation backbone.*

*What You’ll DoDesign & Maintain CRM Architecture*

* Administer and optimize our HubSpot ecosystem
* Design workflows supporting marketing, sales, project operations, and finance
* Maintain CRM data integrity and reporting systems
* Develop dashboards for leadership and operations teams

*Build Automation & Integrations*

* Maintain integrations between *HubSpot, QuickBooks, and other platforms*
* Build automation using *Zapier and HubSpot custom code workflows*
* Design API‑based integrations when needed
* Troubleshoot automation failures and improve system reliability

*Bridge CRM and Accounting Systems*

One of the most interesting parts of this role is maintaining the integration between *HubSpot and QuickBooks*.

*This includes automation for:*

* invoices
* payments
* payables
* transaction tracking
* reconciliation support

A strong candidate will understand *both CRM workflows and accounting logic.*

*Improve Internal Operations*

*You will work across departments including:*

* sales
* marketing
* finance
* project management

Your job is to identify opportunities where *automation can remove manual work and reduce errors.*

*What Makes This Role Interesting*

This is a *high‑leverage position* inside a growing company.

*You will be:*

* designing the internal operating system of the company
* building automation that saves hundreds of hours of manual work
* improving financial data accuracy
* creating systems that support operational growth

If you enjoy *systems thinking and automation*, this is a rare opportunity to own an entire operational stack.

*Required Experience*

* 3+ years working with *HubSpot CRM*
* Experience building *complex workflows and automation*
* Experience with *Zapier or similar integration platforms*
* Experience integrating CRM systems with *QuickBooks or other accounting systems*
* Strong troubleshooting and systems thinking ability

*Strongly Preferred*

* Experience with *HubSpot custom code workflows*
* Experience working with *HubSpot APIs*
* Background in *RevOps or Revenue Operations*
* Basic programming experience (JavaScript, Python, etc.)
* Experience working with *service companies or home services businesses*

*The Type of Person Who Thrives Here*

*You might be a good fit if you:*

* enjoy designing systems more than managing spreadsheets
* like connecting APIs and automating workflows
* understand both business operations and software systems
* enjoy solving complex operational puzzles

*Compensation*

Competitive compensation based on experience.

*We are open to:*

* full‑time employees
* contract‑to‑hire
* experienced freelance specialists

*Location*

Remote or hybrid.
*Office Location: Beltsville, MD.*

Pay: $110,000.00 - $150,000.00 per year

Benefits:
* 401(k)
* Dental insurance
* Flexible schedule
* Health insurance
* Paid time off
* Vision insurance

Work Location: Remote