Revenue Operations Specialist
Blue Heron · Las Vegas, NV · 1 wk ago
ManagementFull-time
Core Accountabilities
Revenue Data Integrity & Operational Visibility
- Own the structure, integrity, and reliability of revenue-related data across HubSpot and connected systems.
- Ensure Sales and Marketing operate from consistent lifecycle stages, pipeline definitions, and reporting standards.
- Maintain a trusted, operationalized data environment that supports accurate forecasting, pipeline management, and executive visibility.
- Improve reporting quality and reduce ambiguity by standardizing definitions, workflows, and measurement methodologies.
Top-of-Funnel Demand & Pipeline Reporting
- Consolidate and operationalize digital and physical demand signals into a unified view of pipeline creation and buyer progression.
- Maintain the foundational “data spine” connecting demand generation, qualification, pipeline progression, and close.
- Monitor and maintain ICP definitions, segmentation logic, behavioral matching, and demand attribution consistency.
- Ensure leadership has current, accurate visibility into demand quality, source performance, and funnel progression.
Pipeline Operations & Funnel Governance
- Maintain pipeline architecture, stage progression criteria, and qualification frameworks within HubSpot.
- Monitor pipeline health, velocity, conversion performance, concentration risk, and stall indicators.
- Surface operational risks and early warning signals within long-cycle buyer journeys.
- Support operational rigor around buyer readiness frameworks and progression management.
Systems, Automation & Martech Operations
- Serve as the operational owner of HubSpot configuration related to reporting, lifecycle management, automation, and revenue visibility.
- Manage and optimize integrations across the revenue technology ecosystem, including Google Analytics, Google Tag Manager, WordPress, event platforms, Monday.com, MS D365, and MS Fabric.
- Improve workflows, automation, task routing, and cross-functional handoffs while protecting the quality of the client and sales experience.
- Ensure clean and reliable data movement between platforms, reporting environments, and operational systems.
Cross-Functional Revenue Alignment
- Support weekly, monthly, and quarterly revenue reviews with clear operational reporting and structured analysis.
- Align Sales, Marketing, and Commercial stakeholders around shared metrics, definitions, and operational priorities.
- Translate operational questions into actionable reporting and insight.
- Reduce friction and subjective debate by grounding discussions in trusted, structured data.
Insight Generation & Operational Decision Support
- Identify trends, anomalies, operational gaps, and performance opportunities across the revenue lifecycle.
- Provide actionable interpretation and business context — not simply dashboards or activity metrics.
- Anticipate operational issues before they materially impact pipeline quality, conversion, or forecasting reliability.
- Support leadership decision-making through disciplined operational analysis and reporting clarity.
- Sales and Marketing consistently operate from shared definitions, shared reporting standards, and a unified view of pipeline health.
- The top-of-funnel demand picture — across both digital and physical channels — remains accurate, current, and trusted.
- Revenue reporting is operationally rigorous, decision-oriented, and reflective of actual business conditions.
- Pipeline reviews become faster, clearer, and more actionable due to improved data integrity and reporting structure.
- HubSpot and the broader martech stack function as strategic operational infrastructure rather than administrative burden.
- Ledger has early visibility into pipeline risk, conversion issues, and operational bottlenecks.
- Revenue operations scale in a disciplined manner without compromising the Blue Heron client experience, brand standards, or relationship-driven sales model.
- External vendors, agencies, and technology partners are effectively managed and aligned to operational objectives.
Primary Stakeholders
- Revenue Operations
- Sales Team
- Marketing Team
- Executive Leadership
- External Agencies & Technology Partners
What “Setting Others Up for Success” Means
- Providing leadership with reliable, operationalized reporting that supports timely and confident decision-making.
- Equipping Sales and Marketing with shared visibility into demand quality, pipeline progression, and conversion performance.
- Ensuring operational systems reduce friction instead of creating administrative burden.
- Maintaining disciplined data governance so downstream reporting, forecasting, and strategic planning remain trustworthy.
- Creating clarity across functions through consistent definitions, structured workflows, and transparent reporting standards.
Technical & Functional Acumen
- 5+ years of experience in Revenue Operations, Sales Operations, Marketing Operations, or Business Analytics.
- Deep expertise with HubSpot CRM, including lifecycle architecture, reporting, workflow automation, and pipeline configuration.
- Experience integrating and managing multi-system martech environments.
- Strong understanding of demand attribution, buyer journey analysis, and funnel measurement.
- Experience consolidating and operationalizing both digital and physical demand signals.
- Proficiency in operational reporting, dashboard development, and revenue analytics.
- Familiarity with AI-enabled workflow orchestration and operational automation.
Business & Integration Mindset
- Ability to connect operational data to business performance and strategic decision-making.
- Strong systems-thinking orientation with the ability to manage interdependencies across functions and platforms.
- Understanding of long-cycle, relationship-driven sales environments and non-linear buyer journeys.
- Ability to balance operational rigor with a premium client experience.
Communication & Leadership
- Ability to communicate operational insights clearly to technical and non-technical stakeholders.
- Strong cross-functional collaboration skills with Sales, Marketing, and Commercial teams.
- Ability to facilitate alignment through data clarity, operational structure, and disciplined reporting.
- Comfortable surfacing operational risks and difficult truths when supported by data.
Character & Professionalism
- High attention to detail and deep respect for data integrity.
- Structured, disciplined, and highly accountable operator.
- Calm and composed under ambiguity or changing priorities.
- Collaborative and enterprise-minded rather than siloed or territorial.
- Strong alignment with Blue Heron’s standards for professionalism, client experience, and operational excellence.