CorePlan

Revenue Operations

• Design, implement and maintain integrations between HubSpot and platforms like Intercom, Vitally, Posthog and Zapier
• Set up workflows and data syncs to keep customer data accurate and up to date
• Document integrations and workflows for maintainability
• Own the setup, optimisation and governance of HubSpot across the full customer lifecycle
• Maintain data hygiene and run processes to validate and enrich data
• Align lifecycle stages and funnel definitions across Marketing, Sales and Customer Success
• Manage attribution, tracking and reporting processes
• Build and maintain dashboards and reports for the entire funnel, including conversion rates, pipeline health and churn risk
• Provide monthly reporting and insights to leadership, highlighting trends and areas for improvement
• Use SQL or BI tools for deeper analysis when required
• Train and support team members in HubSpot and connected tools
• Document best practices and maintain clear operating procedures
• Troubleshoot issues and continuously improve CRM performance
• Own HubSpot CRM, manage data quality and workflows, and ensure integrations and tools are reliable

Revenue Operations, RevOps / CRM Specialist