Greenwood Project

Revenue Operations

• Architect and manage systems that fuel Greenwood's revenue engine (revenue enablement, not fundraising)
• Serve as the HubSpot owner: ensure clean data, consistent activity logging, and conduct regular audits
• Monitor pipeline health: follow up on missing data, overdue tasks, and stale opportunities
• Lead forecasting and reporting: weekly pipeline reviews, monthly forecasts, quarterly board reporting, create real-time dashboards
• Uphold revenue tracking standards: booked cash, renewals, and pipeline integrity
• Build and maintain outreach cadences for key funders and partners, manage renewals and stewardship touchpoints
• Design and scale systems, tools, and processes to power Greenwood's sales and partnerships function
• Conduct strategic analysis: win/loss analysis, segment performance reviews, and campaign effectiveness studies; create SOPs and playbooks
• Integrate systems: connect HubSpot with QuickBooks, Power BI, and other platforms to create a unified data ecosystem
• Implement workflow automation for data entry, task assignments, and follow-up reminders
• Train and support the CEO and revenue team in CRM best practices and reporting discipline
• Day-to-day: review pipeline gaps, coach team on CRM hygiene, build dashboards, and lead weekly pipeline reviews

Revenue Operations Lead