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

Senior Revenue Operations Specialist

Full-stack Engineer, RevOps