Heritage Werks

Revenue Operations

• Own CRM data integrity, ensuring opportunities, pipeline, and account data are accurate, complete, and up to date
• Support disciplined pipeline management and forecasting
• Build dashboards and reports to track revenue performance and pipeline health
• Identify gaps in CRM usage and drive adoption of best practices
• Standardize project and task setup to align sales and delivery execution
• Ensure workflows are followed consistently across teams
• Partner with Program Directors to align tracking with client expectations
• Manage monthly and quarterly reporting, including retainer tracking and performance summaries
• Provide timely insights to support leadership decision-making
• Ensure consistency in how performance is measured and communicated
• Support scoping and estimation for custom work
• Develop structured estimates aligned to scope and pricing assumptions
• Draft clear, client-ready Statements of Work (SOWs)
• Ensure quality and consistency to support deal progression
• Facilitate the internal estimates needed to prepare proposals and scopes of work
• Identify inefficiencies and implement scalable improvements
• Streamline processes across Salesforce, Wrike, and reporting workflows
• Reduce manual work and duplication across systems
• Partner with Program Directors, Enterprise Partners, and internal teams
• Support onboarding and training on tools and processes
• Troubleshoot system and workflow challenges

Revenue Operations Specialist

Account Manager

• Serve as the primary point of contact for assigned Brand clients, owning day-to-day relationships and overall account performance.
• Managing 10-15 accounts approximately at one time
• Build and maintain strong relationships with key client stakeholders, ensuring high levels of satisfaction and trust
• Lead client communications, including regular updates, reporting, and executive-ready presentations
• Develop a deep understanding of client business objectives, brand positioning, and communication strategies
• Partner with the Managing Director to shape account strategy and identify growth opportunities
• Drive retention and organic growth within assigned accounts
• Support proposal development and present strategic recommendations to clients
• Identify new opportunities and collaborate with internal teams to scope and develop solutions
• Oversee execution of client programs, ensuring alignment with strategy, timelines, and quality expectations
• Coordinate cross-functional teams (archival, research, project management, creative, media, finance, billing)
• Set and manage client expectations while aligning internal resources
• Ensure quality control of deliverables prior to client delivery
• Partner with internal teams to ensure work is tracked, aligned, and progressing efficiently
• Proactively identify risks, gaps, and opportunities within accounts
• Develop clear account briefs and internal updates to ensure alignment
• Provide direction and context to teams to support successful execution

Senior Account Manager, Brand Practice

• Serve as the primary point of contact for assigned Sports clients, owning day-to-day relationships and overall account performance
• Managing 10-15 accounts approximately at one time
• Build and maintain strong client relationships and trust
• Lead client communications, including regular updates, reporting, and executive-ready presentations
• Develop a strong understanding of client business objectives, brand, and communication strategies
• Partner with the Managing Director to shape account strategy and identify growth opportunities
• Drive retention and organic growth within assigned accounts by expanding value and aligning solutions to client needs
• Support proposal development and present recommendations and solutions to client stakeholders
• Identify and develop new opportunities and collaborate with internal teams to scope and develop solutions
• Oversee execution of client programs, ensuring alignment with strategy, timelines, and quality expectations
• Coordinate cross-functional teams (archival, research, project management, creative, media, finance, billing)
• Set and manage client expectations while aligning internal resources and timelines
• Act as a final quality check on deliverables before client delivery
• Ensure projects are tracked and progressing efficiently in partnership with internal teams
• Identify risks and proactively address gaps and opportunities within accounts
• Develop clear account briefs and internal updates to ensure team alignment
• Ensure teams have the context and direction needed to execute successfully

Revenue Operations Specialist

Senior Account Manager, Brand Practice

Senior Account Manager, Sports Practice