Urban Insight

Revenue Operations

• Assist the Director of Client Development by ensuring sales processes are followed, from initial outreach and research to proposal creation using AI tools
• Organize key documents, manage the proposal calendar, and capture + follow-through on action items from partner meetings
• Facilitate the client onboarding process including scheduling internal kickoff meetings, creating handoff documents, and assisting Project Managers with deck assembly
• Own the cleanliness and effectiveness of revenue systems primarily HubSpot: grooming data, managing renewal and close dates, building reports and dashboards, enriching data from lists, ensuring data integrity across platforms
• Setup outbound sequences for Revenue team using tools like Apollo, Reply.io, Instantly
• Monitor and manage the entire recruiting pipeline: posting roles, working with hiring managers, managing candidate workflow, scheduling interviews, supporting on-boarding of new employees
• Work closely with COO, CEO, and Director of Client Development, and various department heads to support growth
• Split role between revenue operations and executive support (initially HR needs)

RevOps, Executive Operations

• Sales & Marketing Operations : Assist the Director of Client Development by ensuring sales processes are followed, from initial outreach and research to proposal creation using AI tools. You will organize key documents, manage the proposal calendar, and capture + follow-through on action items from partner meetings.
• Client Onboarding : Once a deal closes, you will facilitate the client onboarding process. This includes scheduling internal kickoff meetings, creating handoff documents, and assisting Project Managers with deck assembly to ensure a smooth transition from sales to production.
• HubSpot & Systems Management : Own the cleanliness and effectiveness of our revenue systems, primarily HubSpot. This includes grooming data, managing renewal and close dates, building reports and dashboards, enriching data from lists, and ensuring data integrity across all platforms. This also includes setup of outbound sequences to enable the Revenue team for outreach (using tools like Apollo, Reply.io , Instantly, etc.).
• HR & Recruiting Support : Monitor and manage the entire recruiting pipeline. This involves posting roles, working with hiring managers to understand their needs, managing the candidate workflow, scheduling interviews, and supporting the on-boarding of new employees.
• Success Metrics In your first 3 months Become an expert in Urban Insight business development, sales, and marketing processes and tools. Demonstrated a clear understanding of HubSpot, including reporting, lists, and configuration, and are maintaining data cleanliness across all revenue systems. Successfully taken ownership of the recruiting pipeline, oriented with all department leads on their hiring needs, and are independently managing the candidate workflow. Built effective working relationships with the CEO, COO, and key department heads, understanding their needs, and reliably executing daily support tasks in sales, marketing, and HR. By the end of the first year Established as a trusted operational partner, proactively identifying and suggesting improvements to internal sales and recruiting workflows and tools. Designed and implemented tangible improvements to the sales and recruiting workflows, demonstrably increasing efficiency and accuracy. Demonstrated mastery and reliability across the full spectrum of your responsibilities, from HubSpot grooming to client onboarding and HR administration. Successfully taken ownership of expanded operational duties, such as managing the performance review cycle, and administering HR surveys.

Revenue Operations, Executive Operations

COP 7,500,000 - COP 9,750,000 per month