Support lead & pipeline reporting, performance dashboards, forecasting metrics and executive reporting.
Own day-to-day administration and optimization of HubSpot, including workflows, properties, lifecycle stages, permissions, automation, and data management.
Manage and optimize integrations across the GTM tech stack, ensuring accurate data flow and alignment between systems.
Partner with sales and marketing to define, operationalize, and evolve KPIs for campaign attribution, conversion, and forecasting.
Support annual planning initiatives and ongoing business performance analysis & partner with leadership on territory planning, capacity planning, quota administration, and operational decision-making.
Analyze business performance to identify bottlenecks, process gaps, and growth opportunities.
Develop dashboards and reporting that provide actionable insights across the funnel
Evaluate and implement automation and AI-driven solutions that improve productivity and scalability
Partner with business stakeholders to translate operational requirements into scalable CRM processes, automation, and system enhancements.
Establish and maintain CRM governance, including data quality standards, field management, documentation, and change control processes.
Ensure HubSpot effectively supports our go-to-market motions and business objectives
Leverage deep HubSpot knowledge to improve reporting, automation, lead management, forecasting, and operational workflows
Support integrations across the GTM tech stack
Conduct regular audits for data integrity and drive continuous improvements to process and tooling.
Help define scalable processes across the customer lifecycle, from lead management through renewal and expansion
Drive adoption of operational best practices, data governance standards, and process consistency across teams
Requirements
5+ years of experience in Revenue Operations, Sales Operations, Marketing Operations or related roles within a SaaS or technology company
Strong experience administering and optimizing HubSpot, including workflows, automation, data management, reporting, and user support
Strong understanding of CRM architecture, data governance, and business process design.
Experience supporting forecasting, pipeline management, territory planning, and business reporting & providing actionable insights.
Experience building scalable processes and operating models in growing organizations
Excellent cross-functional communication and stakeholder management skills
High ownership mindset with the ability to operate independently in a fast-paced, evolving environment
Experience implementing AI-enabled workflows and automation solutions is strongly preferred.