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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in HubSpot CRM administration, including automation and data management, while effectively supporting revenue operations through analytical problem-solving and cross-functional collaboration.
Highest-signal resume keywords
HubSpot CRM AdministrationRevenue Operations ExperienceData Analysis and ReportingAutomation ImplementationTechnical Integration Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM Data ManagementAutomation WorkflowsAdvanced Google SheetsCPQ ManagementRecurring Revenue PrinciplesPython TroubleshootingNode.JS TroubleshootingLow-Code Integration PlatformsData VisualizationCustom Code Workflow Actions
Soft Skills
Analytical Problem-SolvingClear CommunicationCross-Functional CollaborationAttention to DetailProcess Documentation
Tools & Technologies
HubSpotGoogle SheetsZapierDealHubVitallyStripeRevenueHeroChili Piper
Industry Keywords
SaaS EnvironmentGTM Tech StackForecastingLead AttributionChurn ReportingGovernance TechnologyLegalTechCybersecurity
Tech Stack
Tools & technologiesCyber SecurityJavaScriptNode.jsPython
About the role
Key responsibilities & impact- Own the day-to-day administration of our CRM (HubSpot), including custom fields, workflows, and user permissions management.
- Audit and maintain CRM data health, including top of funnel through customer lifecycle revenue, to ensure accurate forecasting, lead attribution, and pipeline reporting.
- Manage and optimize the GTM tech stack, ensuring integrations across sales, marketing, and customer success tools are reliable and well-documented.
- Build and maintain lead routing logic, account segmentation, and assignments.
- Build and maintain dashboards and reports that give GTM stakeholders clear visibility into pipeline, conversion, and revenue performance in Hubspot and Google Sheets.
- Support Revenue Operations’ regular reporting cadence including weekly forecast reviews and quarterly business reviews with accurate, timely data.
- Surface trends and insights that help leaders make faster, better-informed decisions.
- Design and document scalable revenue processes and handoffs across marketing, sales, and customer success.
- Implement automation that reduces manual work and increases speed and consistency across teams.
- Support quote-to-cash, deal desk, and renewal processes in partnership with Sales, Finance, and CS.
- Be a strong cross-functional partner, translating between technical systems and business needs.
Requirements
What you’ll need- 2-4 years of experience in revenue operations, sales operations, marketing operations, or a similar role in a SaaS environment.
- Analytical problem-solver connecting operational fixes to revenue outcomes.
- Communicate clearly across all levels in a 100% remote environment.
- Takes pride in clean data, tidy systems, and well-documented processes.
- HubSpot CRM administration experience, with particular fluency in building and maintaining automation (workflows, sequences, and process automation).
- Preference for experience using Operations Hub custom code workflow actions and webhooks.
- CPQ management and administration experience including consumption pricing model management — DealHub preferred, but experience with any CPQ platform is valuable.
- A working understanding of the principles of recurring revenue and churn reporting (MRR/ARR, retention, and expansion).
- Strong Google Sheets and/or Excel skills, including advanced formulas, pivot tables and data visualization.
- Experience maintaining custom integrations in low-code platforms like Zapier.
- Nice-to-Haves: administration experience with Vitally, Stripe, or a scheduling/routing tool such as RevenueHero or Chili Piper.
- Technical integration experience — building, troubleshooting, and maintaining integrations across the GTM tech stack.
- Working knowledge of Hubspot APIs for integration management.
- Experience in governance/risk/compliance technology, legaltech, or cybersecurity.
- Experience with Python or Node.JS troubleshooting.
Benefits
Comp & perks- Competitive-pay compensation and ownership interest/equity
- Unlimited paid time off, plus a requirement to take at least two weeks off per year
- We're a Best Place for Working Parents and offer paid parental leave for all new parents
- Osano sponsors individual premiums on base plans at 100% and dependent premiums at 50% for Medical, Dental, and Vision insurance via Aetna
- A fully and permanently remote company so you can work from anywhere in the U.S.
- Receive a MacBook and $600 to craft your home workspace
- Annual company trip designed to foster connection, creativity, and fun
- Mental health benefits with free memberships to mindfulness and talk therapy services
