Executive Assistant – Broker/Owner
Entrepreneur Cooperative
Revenue Operations Lead
Greenwood Project
part-time
Posted on:
Origin: • 🇺🇸 United States • Illinois
Visit company websiteSalary
💰 $75 - $85 per hour
Job Level
Senior
About the role
- 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
Requirements
- 2-5 years of experience in sales operations, revenue operations, partnerships operations, or CRM management
- Background in SaaS, consulting, or sales enablement roles
- Strong fluency in CRM platforms, HubSpot preferred; Salesforce or similar alternatives acceptable
- Familiarity with QuickBooks, Power BI, and Excel, and tools that integrate CRM and finance systems
- Experience building structure around sales processes, metrics, and forecasting, including reporting systems developed or improved from scratch
- Analytical thinker able to build dashboards, surface insights, and communicate data to executive audiences
- Systems thinker who designs scalable, efficient processes
- Action-oriented with strong follow-through; detail-oriented and process-minded; collaborative and communicative
- Deep alignment with Greenwood's mission
- Availability for meetings during Chicago CST business hours (9 AM - 5 PM CST)
