Heady

Revenue Operations

• Own CRM hygiene, pipeline tracking, and source attribution (HubSpot)
• Maintain a clear view of pipeline by stage, owner, and origin
• Ensure consistent follow-ups and deal progression across all opportunities
• Surface insights on where deals stall and why
• Build and maintain target account lists by industry, size, and buying triggers
• Draft outbound emails, LinkedIn messages, follow-ups, and intro requests
• Coordinate outbound sequencing and ensure consistency of messaging
• Prepare briefing materials ahead of sales conversations (account context, stakeholders, competitors)
• Work with Account Managers to identify expansion opportunities within existing clients
• Track expansion signals such as org changes, roadmap shifts, and new initiatives
• Help package expansion moments into clear commercial asks (e.g., discovery, audits, pilots)
• Ensure expansion follow-ups are tracked and revisited systematically
• Establish a consistent BD operating cadence (pipeline reviews, expansion tracking)
• Act as the internal point of coordination for all BD-related activity
• Partner with marketing, design, and content teams to ensure collateral aligns with target accounts
• Translate strategic priorities into actionable BD motions

Revenue Operations Manager