Owning the daily intelligence briefing: consolidating pipeline activity, rep performance, and risk signals across all data sources into a single morning view so leadership starts every day operating from insight, not assembly.
Identifying and flagging pipeline anomalies, at-risk deals, and high-priority entrants with enough context for leadership to act rather than investigate.
Monitoring SLA and timeline adherence by rep and by segment, surfacing drift before it compounds.
Translating departmental goals into projects, plans, and measurable outcomes.
Building and maintaining the processes and SOPs that allow the department to operate without the Head of Revenue Operations serving as the system of record.
Preparing leadership for rep 1:1s and deal reviews with deal-level context so coaching time is spent on strategy, not status reconstruction.
Supporting the development and refinement of outbound and channel messaging across all segments and lead sources, including industry and persona analysis as requested.
Tracking special projects and priorities for the Head of Revenue Operations using project management tooling.
Acting as the voice of the Head of Revenue Operations in internal meetings when needed.

Deep experience in operations or strategic project management is preferred.
Exposure to a sales environment and familiarity with revenue vocabulary is a very strong plus.
Strong hands-on skills with HubSpot or similar CRM: reports, dashboards, automations, and data management.
Proven experience creating and maintaining SOPs and process playbooks.
Comfortable synthesizing multiple data sources, tracking pipeline health, and surfacing rep-level performance insights. Ease with basic quantitative analysis and percentage-based math a plus.
Sharp instincts for risk identification: identifying problems early and escalating with the right context so leadership can act decisively.
Working familiarity with AI tools and workflows sufficient to support and enhance day-to-day operations.
Excellent communicator: able to draft executive-level updates, run meetings, and represent leadership.
Strong organizational instincts with a track record of keeping leaders focused and nothing falling through the cracks.

Chief of Staff – Revenue Operations

Key skills