Conduct full reviews of Salesforce, HubSpot, and related GTM tooling and recommend/implement optimizations for pipeline hygiene, lead routing, and reporting.
Build scalable workflows to support lead-to-close efficiency and customer success handoffs, and create documentation, playbooks, and training for the GTM team.
Set up dashboards and reporting for executive visibility into revenue performance; provide forecasting support and help design compensation and territory models.
Partner with Sales, Marketing, Customer Success, and leadership to identify bottlenecks, track KPIs, and recommend process improvements.
Serve as an embedded advisor for RevOps best practices and deliver tangible revenue impact while building infrastructure for future scale.
Requirements
5+ years of experience in Revenue or Sales Operations, ideally with contract/consulting experience.
Proven track record implementing and scaling GTM systems; Salesforce expertise required; HubSpot/Marketo a plus.
Strong analytical skills; comfortable with BI tools and Excel/Google Sheets; SQL is a bonus.
Demonstrated success in early-stage B2B SaaS environments (Series A/B).
High ownership, adaptability, and a bias for action—able to deliver quick wins while building long-term infrastructure.
Experience in healthcare, RCM, or regulated industries is a plus.