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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 and optimization, focusing on data quality, revenue operations reporting, and operational efficiency. Capable of leading cross-functional projects and implementing scalable processes that enhance business performance.
Highest-signal resume keywords
HubSpot CRM AdministrationRevenue Operations ReportingCPQ Platform ManagementData Quality ImprovementOperational Process Design
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Revenue OperationsSales OperationsMarketing OperationsHubSpot AutomationRecurring Revenue MetricsGoogle SheetsExcelLow-Code IntegrationsData ArchitectureForecasting Methodologies
Soft Skills
Cross-Functional CollaborationStrategic RecommendationsProject Leadership
Tools & Technologies
HubSpotDealHubZapierMakeBusiness Intelligence Tools
Industry Keywords
SaaSGTM Technology StackCustomer LifecycleOperational Best PracticesChange Management
About the role
Key responsibilities & impact- Own the strategic administration and optimization of HubSpot CRM, including data architecture, custom objects, workflows, permissions, lifecycle management, and governance.
- Serve as the primary owner of CRM data quality and integrity across the entire customer lifecycle, ensuring accurate forecasting, attribution, pipeline reporting, and executive-level analytics.
- Lead the administration and optimization of the GTM technology stack, ensuring reliable integrations, system performance, documentation, and long-term scalability.
- Design and maintain sophisticated lead routing, territory management, account assignment, and segmentation logic that aligns with evolving business needs.
- Evaluate, recommend, and implement new tools and technologies that improve operational efficiency and support company growth.
- Build and maintain executive dashboards and reporting in HubSpot, Google Sheets, and other BI tools that provide actionable visibility into pipeline health, forecast accuracy, funnel performance, customer retention, and revenue trends.
- Own the accuracy and delivery of recurring Revenue Operations reporting, including forecasting, board reporting, quarterly business reviews, and executive scorecards.
- Analyze operational and revenue data to identify trends, uncover opportunities, and provide strategic recommendations that improve GTM performance.
- Develop scalable reporting frameworks and KPI definitions to ensure consistency across the organization.
- Design, implement, and continuously improve scalable end-to-end revenue processes across Marketing, Sales, Customer Success, and Finance.
- Lead automation initiatives that eliminate manual work, improve data quality, and increase operational efficiency across the revenue organization.
- Partner closely with Sales, Finance, and Customer Success to optimize quote-to-cash, renewals, expansion, and deal desk processes.
- Establish operational best practices, documentation standards, governance policies, and change management processes for GTM systems.
- Translate business requirements into technical solutions while serving as a trusted advisor to cross-functional stakeholders.
Requirements
What you’ll need- 5+ years of experience in Revenue Operations, Sales Operations, Marketing Operations, or a similar role supporting high-growth SaaS organizations.
- 5+ years of experience administering HubSpot CRM in a Revenue Operations or Sales Operations environment.
- Deep expertise building and optimizing HubSpot automation, including workflows, Operations Hub, custom code workflow actions, webhooks, and lifecycle management.
- Strong experience managing and administering CPQ platforms, preferably DealHub, including complex pricing models, subscription management, and consumption-based pricing.
- Advanced understanding of recurring revenue metrics, including ARR, MRR, net revenue retention (NRR), gross revenue retention (GRR), churn, expansion, and forecasting methodologies.
- Advanced Google Sheets and/or Excel skills, including complex formulas, pivot tables, query functions, dashboards, and financial modeling.
- Experience administering and maintaining low-code integrations using platforms such as Zapier, Make, or similar integration tools.
- Proven experience improving CRM data quality, implementing governance frameworks, and designing scalable operational processes.
- Demonstrated ability to independently lead cross-functional projects from discovery through implementation.
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
