Sonatafy Technology - Mexico

Chief of Staff

• Build and run the weekly, biweekly, monthly, and quarterly operating rhythm across the leadership team.
• Design and maintain dashboards, trackers, reporting structures, and workflows within ClickUp and HubSpot that create visibility into priorities, deliverables, deadlines, ownership, and execution risk.
• Ensure alignment between marketing strategy and daily execution; GTM planning and outbound sales activity; delivery operations and account management; AI practice development and technical initiatives; and leadership priorities and operational follow-through.
• Own the structure and facilitation of leadership meetings, cross-functional syncs, and operational reviews.
• Drive high-priority initiatives from planning through execution.

Revenue Operations

• Architect and maintain the full HubSpot CRM environment across Marketing Hub, Sales Hub, and Service Hub as a unified revenue system
• Design and implement custom data models, including custom objects, properties, and associations that reflect how Sonatafy actually sells, delivers, and retains clients
• Build and govern lifecycle stage definitions, lead status progressions, deal pipeline structures, and stage gate criteria aligned with the company's actual revenue process
• Develop and maintain fit plus intent lead scoring frameworks that combine firmographic, behavioral, and engagement signals to route the right leads to the right people at the right time
• Establish and enforce data governance standards, including deduplication processes, property management protocols, data hygiene workflows, and documentation of all system logic
• Create and maintain comprehensive RevOps reporting dashboards covering campaign attribution, pipeline velocity, funnel conversion, revenue forecasting, and customer retention metrics
• Design and implement multi-touch attribution models to quantify the pipeline and revenue impact of marketing campaigns, content properties, the diagnostic assessment ecosystem, and the podcast to pipeline program
• Build custom reports and executive dashboards that translate marketing and sales activity into business impact language for leadership
• Conduct quarterly system audits to identify unused workflows, stale automations, property sprawl, and integration failures, resolving issues proactively before they impact data quality or team productivity
• Own the HubSpot change management process, evaluating new feature releases, planning upgrades, testing changes in sandbox environments where available, and rolling out updates with minimal disruption to active campaigns and workflows
• Build production-grade automation workflows using HubSpot native tools augmented by n8n, and custom API integrations for multi-step, cross-platform process automation
• Design CRM centered automation architectures (not siloed single-purpose automations) where HubSpot remains the system of record, and all external tools sync back to a single source of truth
• Implement AI-assisted lead enrichment, scoring, routing, and outreach sequences that reduce manual effort while maintaining human-in-the-loop approvals and error handling where required
• Build and optimize advanced lead nurturing workflows with branching logic, behavioral triggers, AI-driven email optimization, and dynamic content personalization
• Configure pipeline automation, including automated deal scoring, task sequences, AI forecasting for revenue tracking, and stage transition triggers
• Design resilient, observable, and scalable automation patterns that the broader team can maintain without creating dependency on a single operator
• Perform regular health checks on all active automations, monitoring enrollment rates, error logs, goal completion, and downstream conversion to ensure workflows continue to perform as business conditions change
• Document all automations with clear ownership, trigger logic, error handling, and escalation paths to prevent the accumulation of ungoverned automation
• Manage cross-platform data synchronization between HubSpot and outbound tools (Apollo, sales engagement platforms, enrichment providers), marketing platforms, scheduling tools, billing systems, and operational tools
• Build and maintain API based integrations, webhooks, and custom logic where native integrations do not meet requirements
• Configure HubSpot's native advertising integrations (Google Ads, LinkedIn Ads, Facebook Ads) to track ad spend, attribution, and ROI within the same reporting framework as organic efforts
• Implement and manage GTM plus GA4 integrations connecting web analytics data to CRM outcomes with proper event tracking and conversion measurement
• Manage smart content personalization and SEO optimization, ensuring the website experience aligns with CRM segmentation and lifecycle data
• Support the diagnostic assessment ecosystem by configuring form logic, progressive profiling, post-submission nurture paths, and assessment to pipeline tracking
• Build data sync workflows with guardrails, logging, and error alerting to ensure cross-platform data integrity at scale
• Monitor all active integrations on an ongoing basis, responding to API changes, deprecations, and sync failures before they cascade into data quality issues across the CRM
• Deliver structured handoffs using Loom walkthroughs and documented process flows to ensure all system changes are transparent and transferable
• Produce weekly, monthly, and quarterly marketing and revenue operations performance reports with a clear narrative on trends, anomalies, and actionable recommendations
• Analyze the diagnostic assessment funnel end to end, from traffic source through assessment completion to sales qualified opportunity, identifying drop-off points and optimization opportunities
• Track and report on podcast to pipeline metrics, measuring the conversion journey from podcast guest and listener engagement through qualified pipeline
• Monitor lead scoring model performance and recommend adjustments based on conversion data and sales feedback loops
• Conduct cohort analysis on leads by source, campaign, content type, and industry vertical to identify the highest performing acquisition channels
• Benchmark marketing and sales performance against industry standards and competitor activity where data is available
• Document all reporting methodologies, data definitions, and calculation logic to ensure organizational alignment on metrics and eliminate ambiguity in performance conversations

Chief of Staff

RevOps and GTM Systems Manager