Responsibilities

• Own pipeline visibility, hygiene, and inspection cadence
• Build and maintain KPI dashboards across full funnel performance, including lead conversion, pipeline, velocity, and forecast accuracy
• Establish and enforce forecasting methodology and reporting standards
• Identify risks early and provide clear, actionable insights to leadership
• Own HubSpot configuration, governance, and adoption
• Act as focal point, collaborating with implementation partner on the CRM consolidation across multiple instances into a unified system
• Drive CRM adoption through training, accountability, and inspection
• Partner with Marketing to track full-funnel performance from lead to revenue
• Build visibility into lead conversion, pipeline contribution, and campaign ROI
• Ensure alignment between marketing-generated pipeline and sales outcomes
• Integrate marketing data into CRM for end-to-end reporting
• Build end-to-end dashboards across the customer journey: new, onboarding, adoption, expansion, and renewal
• Track and report on retention, churn, expansion, and customer health
• Partner with Sales and Customer Success to identify at-risk accounts
• Build and run pipeline reviews and forecast calls
• Standardize QBRs and performance reporting across business units
• Ensure consistent metrics, definitions, and accountability across teams
• Analyze trends across funnel, pipeline, retention, and segment performance
• Translate data into executive-level insights and recommendations
• Design and implement consistent GTM processes and rules of engagement

Requirements

• 5–8 years in Sales Operations, Revenue Operations, or GTM Strategy
• Deep, hands-on experience with HubSpot (required)
• Proven ability to build forecasting discipline and pipeline inspection frameworks
• Strong analytical skills with the ability to translate data into business insight
• Experience supporting senior leadership with executive-level reporting
• Track record of driving CRM adoption and improving data integrity
• Experience working across Marketing, Sales, and Customer Success data models
• High ownership mindset with ability to operate in a fast-paced, evolving environment

Preferred

Benefits

• Medical, Dental, Vision, PTO, health and wellness programs, employee discounts, and more