DealRoom

Revenue Operations

• 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.

Revenue Operations Specialist

General

• Partner with Account Executives to demonstrate our platform’s fit, scope implementation efforts, and deliver tailored product walkthroughs.
• Act as a trusted advisor during the sales cycle, helping prospects understand the value of our solution in the context of their M&A workflows.
• Work with Product team to create and maintain tailored demo environments, enabling sales & marketing
• Oversee onboarding and implementation programs that drive rapid time-to-value.
• Ensure new customers are set up for success as they shift from traditional, manual M&A processes to our modern, purpose-built platform.
• Work closely with Account Management to build enablement materials to reinforce post-onboarding adoption.
• Serve as the voice of the customer internally—synthesizing insights from onboarding and pre-sales to influence product strategy.
• Document onboarding processes, edge cases, and playbooks.

Solutions Delivery Specialist

Account Manager

• Own the renewal process for a portfolio of customers, proactively identifying risks and opportunities to maximize retention.
• Build strong customer relationships and serve as a trusted partner throughout the customer lifecycle.
• Conduct customer check-ins, business reviews, and value-driven conversations that increase adoption and customer satisfaction.
• Identify expansion opportunities and collaborate with Customer Success leadership to drive growth.
• Manage a high-volume portfolio through a combination of personalized outreach and scalable customer engagement programs.
• Maintain accurate renewal forecasts, account data, and customer insights within Salesforce and other internal systems.
• Develop expertise in DealRoom's platform, M&A workflows, and customer best practices.
• Partner closely with Product, Solutions Delivery, and Revenue teams to advocate for customer needs and improve outcomes.
• Contribute to the development of scalable playbooks, customer communications, automation initiatives, and operational improvements.