Lean Layer

Consultant

• Collaborate with engagement managers to assess client challenges and craft custom HubSpot-based solutions.
• Configure HubSpot environments, including building workflows, automations, and sequences that align with client business processes.
• Create detailed dashboards and reports to provide actionable insights on marketing, sales, and service performance.
• Implement and troubleshoot integrations between HubSpot and other tools in the client’s tech stack.
• Provide clients with training and ongoing support to ensure they maximize their use of HubSpot.
• Test all workflows and configurations to ensure they are accurate, logical, and effective in solving the intended business problem.
• Deliver projects on time with a high degree of quality, meeting client expectations at every step.
• Identify and resolve issues in HubSpot configurations or processes, recommending best practices where necessary.

HubSpot Technical Consultant

Manager

• Design, implement, and optimize workflows and processes to support revops, sales, and marketing teams.
• Audit CRM systems (Salesforce/HubSpot) to ensure data accuracy, generate actionable insights, and drive business efficiency.
• Collaborate with stakeholders to streamline tools and systems that enhance productivity.
• Lead cross-functional teams to align on goals, deadlines, and project deliverables.
• Manage team dynamics by fostering collaboration and ensuring clear communication across all departments.
• Conduct detailed client discovery sessions to understand needs, identify challenges, and provide tailored solutions.
• Collaborate with internal teams to develop actionable plans addressing client pain points.
• Anticipate potential obstacles and proactively develop strategies to resolve them before they impact project timelines.
• Analyze operational and sales data to uncover trends, identify areas for improvement, and measure success.
• Create and maintain dashboards and reports to track performance metrics and present insights to stakeholders.
• Implement data-driven decisions that enhance overall efficiency and client satisfaction.

Engagement Manager

Revenue Operations

• Investigate and resolve issues in revenue analytics, such as discrepancies in dashboards, KPIs, and pipeline metrics.
• Audit and streamline data flows across various business systems (CRM, data warehouses, BI tools).
• Create and manage lean, sustainable data models that support analytics and decision-making.
• Collaborate closely with RevOps, Marketing, Sales, Customer Success, Product, and Finance teams to align and standardize data definitions and metrics.
• Convert strategic business questions into structured analytical approaches.
• Develop concise visuals and metrics that clearly explain complex data insights to executive stakeholders.
• Proactively propose and implement robust solutions to systemic data and analytical issues, prioritizing long-term fixes over temporary patches.

RevOps Analytics Consultant

• Lead internal recruitment efforts, with a focus on sourcing, interviewing, and hiring skilled RevOps consultants to meet the company’s growing project needs.
• Plan monthly staffing by analyzing upcoming client projects, aligning internal resources to meet project demands, and identifying potential staffing gaps.
• Develop and manage a pipeline of contractors and partners to support projects when internal resources are limited, ensuring a reliable network of qualified external talent for seamless project execution.

RevOps Recruiter

Salesforce Developer

• Partner with engagement managers to gather client requirements, conduct needs assessments, and propose Salesforce-based solutions.
• Configure Salesforce environments, including creating workflows, automations, reports, and dashboards tailored to client needs.
• Handle data migrations, clean-up, and integrations to ensure accuracy and consistency across Salesforce systems.
• Troubleshoot and resolve Salesforce-related issues, identifying gaps in workflows and recommending best practices.
• Manage task deadlines effectively while delivering high-quality solutions that align with client expectations.
• Provide guidance to end-users and stakeholders on Salesforce functionalities and best practices.
• Test all configurations and customizations to ensure solutions meet technical and business requirements.

HubSpot Technical Consultant

Engagement Manager

RevOps Analytics Consultant

RevOps Recruiter

Salesforce Technical Consultant