RevPartners

Customer Success Manager

• Improve: Be able to create custom solutions in HubSpot within the first 6 months.
• Build: Understand business and revenue operations objectives and translate them into technical requirements.
• Lead: Ability to map and integrate Multi-System Data Models
• Drive: Ability to BLUF and communicate clearly to internal and external stakeholders
• Plan: Ability to scope, plan, and deliver technically complex projects; documents architecture and workflows; communicate updates regularly

CRM Technologist

Consultant

• Improve: Be able to create custom solutions in HubSpot within the first 6 months.
• Build: Understand business and revenue operations objectives and translate them into technical requirements.
• Lead: Ability to map and integrate Multi-System Data Models
• Drive: Ability to BLUF and communicate clearly to internal and external stakeholders
• Plan: Ability to scope, plan, and deliver technically complex projects; documents architecture and workflows; communicate updates regularly
• 👉🏻 Success in this role is measured by your ability to translate business needs into scalable HubSpot solutions, deliver technically complex projects with quality and clarity, and build reliable systems that drive measurable outcomes for our partners.

HubSpot Consultant

Solutions Engineer

Solutions Architect

Marketing

• Build and launch multi-channel GTM campaigns: email sequences, workflows, lead nurture programs, and outbound cadences.
• Configure and maintain (some) HubSpot properties, lists, and automation to keep partner instances clean and reportable.
• QA all work before submission; nothing goes to a partner with errors or broken logic.
• Build HubSpot dashboards and reports that give partners clear visibility into campaign performance, MQL volume, pipeline contribution, and channel attribution.
• Identify what's working and what isn't in campaign data, and bring a clear summary and recommendation to the partner and your Lead Strategist.
• Learn the basics of Clay; use it for ICP list building, data enrichment, and support for prospecting workflows.
• Lead partner calls and syncs by preparing agendas, taking notes, and sending structured recaps within 24 hours.
• Manage partner communication channels (email, Slack) with professionalism and responsiveness throughout the engagement.
• Flag risks, delays, or blockers to the Lead Strategist early; don't wait until something is broken.
• Coordinate with GTM Engineers, Content Strategists, and Paid Strategists to align on task ownership and keep pod execution on track.
• Create and deploy ClickUp roadmaps and task tracking; keep your work up to date so the Lead Strategist and pod can see progress without asking.
• Complete all 8 required certifications (HubSpot + Clay) within your first 90 days.
• Shadow Sr. Strategists on client calls and strategy sessions, actively building toward independent strategic ownership.
• Contribute ideas for process improvements, playbook additions, or campaign optimizations; your perspective from the execution layer is valuable.

CRM Technologist

HubSpot Consultant

Solutions Architect

Marketing Strategist