Manage the Stack: Serve as a core administrator for HubSpot and the broader revenue tech stack, handling user management, security, and resolving technical issues.
Integration Support: Maintain and optimize integrations between HubSpot and other tools to ensure a seamless, bi-directional flow of data.
System Connectivity: Support the continuous improvement of our RevTech stack to ensure connectivity between our Sales processes and their systems (e.g., seamless user experience).
Automation & Efficiency: Evaluate our tech stack for efficiency, implementing low-code/no-code automation (e.g., Zapier) to speed up execution and reduce manual work.
Full-Funnel Lifecycle Operations: Build and manage the technical workflows of the revenue funnel from initial lead capture and enrichment to opportunity creation, deal stage progression, and closed won.
Scoring & Validation: Implement strategic requirements into technical logic by building lead scoring models and routing workflows, alongside opportunity validation rules to ensure pipeline rigor.
Attribution & Velocity Tracking: Maintain multi-touch attribution models to track contribution, and analyze conversion rates and velocity through both lead and opportunity stages to identify stalled deals.
Handoffs & Rules of Engagement: Work collaboratively with Marketing and Sales teams to enforce clear definitions for Lifecycle Stages and Opportunity Stages, automating handoffs and SLA enforcement to eliminate friction between teams.
Data Stewardship: Implement and manage automated programs for data hygiene, enrichment, and progressive profiling, serving as the first line of defense for database health.
Process Engineering: Map, document, and continuously improve revenue processes to increase velocity and remove friction.
Funnel Analysis: Analyze funnel performance to identify trends, bottlenecks, or system gaps, and recommend workflow adjustments to improve pipeline efficiency.
Reporting: Build and maintain dashboards that track "North Star" metrics, transforming raw data into actionable intelligence to provide leadership with visibility into revenue health.
Requirements
3-5+ years in Revenue or Sales Operations ideally within a Healthcare, Payments, or Fintech environment. Experience scaling a company through the $30M to $100M ARR phase is highly preferred.
Strong proficiency in HubSpot (custom objects, complex workflows, programmable automation) is required.
Experience with data modeling, forecasting, and BI tools (Looker, Tableau, or similar). You are comfortable writing logic to answer difficult business questions.
Experience in mapping, documenting, and re-engineering complex GTM processes like lead management and routing.
A self-starting mindset that thrives in ambiguity. You don’t wait for permission to fix a broken workflow; you identify the issue, propose the solution, and execute.
Tech Stack
Tableau
Benefits
Medical, dental and vision insurance
$4,400 annual HSA contribution
Paytient Health Payment Account (HPA)
Monthly lifestyle spending stipend
Five weeks of annual PTO
Week-long fully paid 'summer break' for all employees!