Director, Revenue Systems – Operations
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Senior Project Intake Consultant – RevOps Strategy
Aptitude 8
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Meet with clients to gather requirements, present recommendations, and capture strategic business and RevOps technology needs.
- Evaluate current business operations to identify inefficiencies and recommend solutions to increase cost-effectiveness and performance.
- Translate client business objectives into strategic HubSpot and RevOps roadmaps with consideration to existing client systems and integrations.
- Prepare strategy deliverables such as process maps, audits, gap analyses, and user stories.
- Update dashboards, workflows, and reports; provide regular reports on strategy, risks, and issues to executive leadership.
- Determine which projects to pursue by reviewing and assessing project proposals based on criteria such as technical and operational feasibility, strategic alignment, and impact.
- Assist with project planning and ensure that solutions align with business goals.
- Maintain clear documentation and scalable processes for each engagement
- Keep track of deadlines, action items, and documentation for strategy engagements
- Maintain internal strategy templates, frameworks, and collateral.
- Help manage project handoffs from strategy to delivery services.
- Act as the primary point of contact for clients, contributing to discovery sessions and clearly defining solution requirements.
- Build out HubSpot demo environments to showcase strategic solutions; present solutions to client executive teams and key stakeholders.
- Assist in feasibility assessments by evaluating platform capabilities
- Configure sample pipelines, workflows, reports, or dashboards for strategic presentations.
Requirements
- Minimum 5 years of experience in RevOps practices, ideally in a client-facing role.
- Ability to analyze project proposals, assess systems and data, and identify issues to make informed and strategic client recommendations.
- Ability to lead discussions, build relationships, and drive continuous improvement initiatives.
- Understanding of Data Migrations and Mapping
- Experience with process mapping tools (LucidChart or comparable)
- Basic understanding of Salesforce Administration
- Basic understanding of HubSpot (or comparable) ecosystem.
- Experience presenting to senior and executive level management teams.
Benefits
- EEO Employer
- We welcome the diverse backgrounds and experiences that all employees and consultants bring to the table! Women, BIPOC, LGBTQ, Veterans, and other under-represented groups are highly encouraged to apply!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
RevOps practicesdata migrationsdata mappingprocess mappingSalesforce administrationHubSpotproject planningstrategic recommendationsdashboard configurationworkflow configuration
Soft skills
client-facinganalytical skillsrelationship buildingcontinuous improvementcommunicationpresentation skillsdocumentationstrategic thinkingproblem-solvingleadership
