Design, implement, and optimize workflows and processes to support revops, sales, and marketing teams.
Audit CRM systems (Salesforce/HubSpot) to ensure data accuracy, generate actionable insights, and drive business efficiency.
Collaborate with stakeholders to streamline tools and systems that enhance productivity.
Lead cross-functional teams to align on goals, deadlines, and project deliverables.
Manage team dynamics by fostering collaboration and ensuring clear communication across all departments.
Conduct detailed client discovery sessions to understand needs, identify challenges, and provide tailored solutions.
Collaborate with internal teams to develop actionable plans addressing client pain points.
Anticipate potential obstacles and proactively develop strategies to resolve them before they impact project timelines.
Analyze operational and sales data to uncover trends, identify areas for improvement, and measure success.
Create and maintain dashboards and reports to track performance metrics and present insights to stakeholders.
Implement data-driven decisions that enhance overall efficiency and client satisfaction.

Demonstrated success in a Sales Operations, Marketing Operations or Revenue Operations role.
Experience transitioning between individual contributor (IC) and manager roles is highly valued.
Experience with Salesforce and/or HubSpot as an administrator.
You should be comfortable with custom objects, building workflows/flows, creating validation rules, building reporting.
Familiarity with tools like Asana, Trello, Jira, or Microsoft Project to manage tasks and ensure project success.
Strong analytical skills with experience using tools like Excel, Tableau, Looker, or other BI platforms to extract insights and inform decisions.
Proven ability to lead cross-functional teams, ensuring alignment and collaboration.
Adept at assigning tasks effectively based on team members’ strengths and expertise.
Skilled in inspiring and energizing team members to achieve common goals and meet deadlines.
Ability to conduct comprehensive discovery sessions with clients to identify needs, pain points, and root causes of challenges.
Expertise in summarizing and articulating client problems in a way that is concise, actionable, and understood by all stakeholders.
Capacity to anticipate client needs and address challenges based on industry knowledge and prior experience.

Engagement Manager

Key skills