Gatekeeper

Revenue Operations

• Serve as day-to-day administrator of our HubSpot instance; managing users, permissions, properties, pipelines and deal stages.
• Own CRM data hygiene: keep contact, company, and deal records accurate and complete, and run regular clean-up and de-duplication to keep reporting trustworthy.
• Build, maintain, and troubleshoot workflows, automations, lead routing, and lead scoring.
• Create and maintain dashboards and reports for Sales, customer-facing teams, and leadership (pipeline, conversion, deal velocity and activity).
• Support CRM adoption, write short how-to documentation and help reps use the system correctly and consistently.
• Help maintain integrations between HubSpot and the wider GTM tool stack, flagging sync issues before they affect data.
• Generate, validate, and process quotes, ensuring accuracy, completeness, and correct required fields to reduce downstream errors and rework.
• Route deals through the approval workflow, applying pricing and discount policies consistently and escalating non-standard requests to the right approver.
• Track deals in flight and keep quote cycle times moving, meeting agreed turnaround/SLA expectations.
• Act as a first point of contact for reps' quoting and deal-process questions, providing guidance on standard terms and structure (with support for anything non-standard).
• Coordinate with Sales, Finance and Legal to keep deals progressing cleanly from quote to closed-won.
• Maintain deal-desk templates, approval matrices, and process documentation so the process stays consistent and auditable.
• Spot recurring friction in CRM and deal workflows and suggest fixes.
• Support ongoing RevOps initiatives; pipeline clean-ups, process rollouts, and improvements to how the team sells and reports.

Revenue Operations Specialist