Revenue Operations

• Split role between revenue operations and executive support (initially HR), supporting COO, CEO, and Director of Client Development
• Assist Director of Client Development ensuring sales processes are followed from outreach to proposal creation using AI tools
• Organize key documents, manage proposal calendar, capture and follow-through on action items from partner meetings
• Facilitate client onboarding: schedule internal kickoff meetings, create handoff documents, assist Project Managers with deck assembly
• Own cleanliness and effectiveness of revenue systems, primarily HubSpot: groom data, manage renewal/close dates, build reports and dashboards, enrich data, ensure data integrity
• Set up outbound sequences and enable Revenue team for outreach using tools like Apollo, Reply.io, Instantly
• Monitor and manage recruiting pipeline: post roles, work with hiring managers, manage candidate workflow, schedule interviews, support onboarding of new employees
• Proactively identify and suggest improvements to sales and recruiting workflows and tools; may manage performance review cycle and administer HR surveys

Revenue Operations, Executive Operations

Revenue Operations and Executive Operations

Revenue Manager