Revenue Operations Specialist

Core Responsibilities

• Manage and optimize HubSpot CRM, including system administration and workflow automation.
• Serve as the first point of contact for day-to-day HubSpot questions, troubleshooting, and training.
• Monitor and enforce CRM hygiene, identifying gaps and driving accountability with reps, and maintain a living best-practices playbook.
• Build and maintain rep-facing views, reports, filters, and workflows that help reps work more effectively.
• Prepare ongoing funnel and pipeline reporting and support ad-hoc data requests across the GTM team.
• Support sales outbound efforts with list creation, account tiering, and territory data in HubSpot.
• Build and maintain GTM enablement materials: CRM hygiene guides, process documentation, tool walkthroughs, and rep-facing playbooks.
• Maintain the queue of inbound RevOps requests across the org, triaging, prioritizing, and routing work while balancing large initiatives against ad-hoc asks.
• Support and co-lead strategic, cross-functional GTM initiatives, operationalizing decisions by translating new processes into rep-ready workflows and documentation.

Required Qualifications

• You have extensive, hands-on HubSpot experience across marketing and sales, including building standard reports, dashboards, and workflows.
• You are highly detail-oriented with strong data rigor, comfortable living in CRM records, funnel data, and list hygiene, and able to sustain accuracy on data-heavy work.
• You use AI by default to draft docs, clean data, and build workflows faster, and are genuinely curious about doing more with it.
• You are an excellent communicator who can identify gaps and inefficiencies, articulate findings clearly, and draft a potential solution.
• You are proactive, resourceful, and willing to get your hands dirty on anything thrown your way, even when it feels out of scope.

Preferred Qualifications

• Experience working in SaaS.
• Familiarity with sales tools like Clay, Apollo, Chili Piper, LinkedIn SalesNav, Gong, and other related platforms.
• Experience supporting marketing, sales, finance, or project management professionals.
• Interest in M&A, Corporate Development, Private Equity, or Financial Technology.