SingleFile

Revenue Operations

• 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)
• 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

RevOps Analyst

Account Executive

• Own the full sales cycle from prospecting through close
• Run compelling product demos and connect SingleFile's capabilities to real compliance pain points
• Build and maintain a healthy pipeline with accurate forecasting
• Work collaboratively with BDRs and Customer Success to deliver a seamless client experience
• Travel to meet prospects and attend industry events when needed

RevOps Analyst

Account Executive – Entity Management, Corporate Compliance