Build and maintain dashboards and reports across the sales funnel (MQL → SQL → Opportunity → Closed Won)
Diagnose and solve revenue challenges using data—understand why conversion drops at specific stages, how compensation changes impact velocity, what drives forecast misses
Proactively surface revenue insights (not just respond to asks) "Here's a pipeline coverage problem emerging and here's how to fix it"
Deliver monthly revenue insights and strategic recommendations to Sales, Marketing, and Success leadership
Own the forecasting workflow end-to-end: design the process, support monthly forecasting cycles, conduct variance analysis (forecast vs. actuals)
Identify why forecasts miss and recommend improvements to increase accuracy (90%+ target)
Support board reporting and executive-level forecasting conversations
Audit CRM regularly to identify data quality issues and gaps
Document data standards and best practices; train Sales and Marketing teams on proper CRM usage
Build HubSpot workflows and automation to prevent bad data from entering the system
Drive adoption of data hygiene practices cross-functionally
Document and standardize sales processes (qualification criteria, pipeline stages, deal progression)
Identify inefficiencies in the revenue lifecycle and recommend improvements
Track compensation model impact on sales performance and outcomes
Own HubSpot configuration and optimization (custom properties, lifecycle stages, workflows, automation, integrations)
Partner with leadership on systems improvements and tooling decisions

Requirements

5-7 years in Revenue Operations, Sales Operations, Business Operations, or similar analytical GTM role (with demonstrated ownership of pipeline reporting, forecasting, or process optimization)
Deep HubSpot expertise: Custom properties, workflow automation, lifecycle stage design, reporting/dashboards, integrations. You should be able to customize HubSpot without consulting the knowledge base
Advanced Excel / Google Sheets skills (pivot tables, complex formulas, scenario modeling)
Proven ability to improve forecast accuracy and pipeline visibility
Strong analytical and problem-solving skills; ability to explain variance and diagnose root causes
Excellent communication skills; ability to translate data insights into clear, actionable recommendations for non-technical stakeholders.
Nice to Have Experience with BI tools (Looker, Tableau, Power BI)
SQL knowledge (even read-only queries)
Experience in a high-growth SaaS environment (Series A–C)
Familiarity with compensation models and impact analysis
Experience with marketing automation platforms (HubSpot Marketing Hub, Marketo, etc.)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisforecastingvariance analysispipeline reportingprocess optimizationExcelGoogle SheetsSQLHubSpotmarketing automation

Soft Skills

analytical skillsproblem-solving skillscommunication skillsstakeholder managementtrainingdata-driven decision makingstrategic thinkingcollaborationadaptabilityattention to detail