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

RevOps and GTM Systems Manager

• Partner with sales leadership to identify opportunities and present actionable insights to increase sales productivity and improve operational efficiency
• Design, document, and implement strategic initiatives to enhance productivity, optimize revenue and elevate our go-to-market execution teams.
• Contribute to global process and workflow improvement projects that promote efficiencies within our revenue processes
• Participate in annual planning activities including territory mapping, quota assignment and headcount / organizational management
• Drive operational excellence and rigor across forecasting and other critical GTM processes
• Work in key sales process applications including but not limited to SFDC, Tableau, and Clari
• Develop executive level presentations that analyze business and sales activities and achievements
• Provide ongoing analysis and development of scalable and controlled business processes & playbooks
• Cultivate relationships with cross-functional teams such as Product, Marketing, Commercial Desk, Sales Technologies, and Finance

Revenue Operations Analyst

• Build and maintain Tableau dashboards tracking performance across our partnerships channel and new growth initiatives — serving audiences from country leads to executive leadership.
• Analyze conversion rates, pipeline health, ramp trends, and revenue attainment across programs and segments, surfacing patterns before they become decisions that have already been made.
• Come with a point of view. When a program is underperforming or a trend shifts, bring an interpretation and a recommendation (not just a chart).
• Support quarterly and annual GTM business reviews with structured analysis: cohort breakdowns, market-level benchmarks, and forward-looking indicators.
• Contribute to GTM capacity planning and quota-setting cycles — modeling scenarios, building attainment reports, and stress-testing assumptions before plans are finalized.
• Maintain performance-against-target reporting for growth programs and emerging channels: track attainment, flag outliers early, and ensure data is always reconciled.
• Support variable compensation analysis for relevant programs — running calculations, auditing for accuracy, and partnering with Finance to ensure payouts are correct and timely.
• Build and maintain data structures that support reliable rolling forecasts for new and high-growth segments.
• Use AI tools, including Claude and other frontier models, as active parts of your workflow: automating repetitive reporting tasks, accelerating data synthesis, and building scalable analytical programs that would otherwise require a much larger team.
• Identify RevOps processes that can be operationalized or significantly improved through AI, and take ownership of building those solutions, not just flagging the opportunity.
• Apply AI-assisted analysis to extract insights at scale from large, multi-source datasets: pipeline signals, rep activity, customer behavior, and market trends.
• Help establish Jeeves’s AI-first approach to RevOps as a model for how the broader GTM team operates.
• Share responsibility for data quality across our revenue stack (HubSpot CRM, Tableau, and financial systems), conducting audits for accuracy, completeness, and consistency.
• Connect disparate data sources (CRM, marketing automation, financial tools, and proprietary revenue data) so that reporting on growth programs is unified and trustworthy.
• Document data models, metric definitions, and reporting logic so the team works from a shared understanding of what we’re measuring and why.
• Develop enough context on our GTM motion to contribute meaningfully in planning and pipeline review cycles alongside sales leadership, bringing data that drives decisions, not just awareness.
• Serve as a reliable analytical resource to the Head of Revenue Operations and GTM leadership: scope requests clearly, pull the data, and return clear answers quickly.
• Identify process gaps and proactively propose improvements to how we collect, manage, and act on GTM data (especially across new and growing channels).

• Own and operate the full outbound tech stack: Salesforce, Outreach, Apollo, Clay, Warmly, and HubSpot
• Design, build, and optimize multi-channel outbound sequences (email, LinkedIn, phone) in Outreach
• Manage lead routing, territory logic, and pipeline hygiene in Salesforce and HubSpot
• Implement automation workflows that reduce manual effort and boost rep productivity
• Monitor and action buyer intent signals using Warmly and similar platforms
• Enrich contact and account data with Clay — build dynamic enrichment workflows across databases
• Segment and prioritize target accounts based on ICP fit, engagement, and in-market signals
• Maintain clean, complete, and enriched data flowing throughout the CRM at all times
• Partner with marketing to optimize website form conversions — A/B test CTAs, form fields, and placements
• Implement and manage lead capture tools and chatbots to convert inbound traffic
• Build lead scoring models that surface high-intent visitors to the sales team in real time
• Track and report on top-of-funnel KPIs: traffic-to-lead rate, MQL volume, and lead quality scores
• Build and maintain dashboards in Salesforce and HubSpot giving leadership real-time pipeline visibility
• Analyze outbound performance (reply rates, meeting rates, conversion) and drive improvements
• Identify funnel bottlenecks and propose data-backed solutions
• Deliver regular reports on outbound activity, funnel health, and pipeline contribution

Revenue Operations Manager – Outbound

• Lead the Customer Experience Revenue team and establish a strong weekly operating rhythm
• Run team meetings focused on activity, pipeline, revenue, and performance
• Monitor outbound calls, email follow-ups, and CRM activity
• Hold reps accountable to daily activity targets (including ~40 outbound calls/day)
• Foster a competitive, positive, and performance-driven team environment
• Manage incentives such as contests, SPIFs, and performance tracking
• Coach reps on outbound calls, objection handling, follow-ups, and positioning
• Review CRM activity, notes, and opportunities to identify coaching moments
• Conduct role plays, call reviews, and ongoing performance coaching
• Reinforce a proactive, consultative, revenue-focused sales approach
• Manage a portfolio of high-value and strategic customer opportunities
• Act as a closer on key deals and revenue expansion opportunities
• Partner with customers to increase adoption of services and products
• Identify and drive expansion opportunities (upselling, repeat orders, bundles, campaigns)
• Support enterprise-level accounts and high-growth customer segments
• Ensure new customers are on board and successfully complete first orders
• Identify inactive customers and drive reactivation strategies
• Monitor customer behavior and proactively engage high-intent users
• Build strong customer relationships focused on long-term growth
• Act as a consultative partner helping customers choose the right marketing solutions
• Guide customers on campaigns, product usage, and ordering strategies
• Help reps become more consultative and value-driven in conversations
• Ensure accurate CRM (Salesforce) logging of all activities and opportunities
• Track performance against weekly and monthly goals
• Maintain visibility on pipeline, revenue, and team performance
• Improve scripts, workflows, and follow-up processes
• Support onboarding and ramp-up of new team members
• Provide coaching, role play, and process training
• Reinforce CRM discipline and performance expectations

Customer Experience Revenue Manager – Player-Coach

• Be the main point of contact for hotel clients, mastering revenue management and pricing strategies.
• Own the journey from lead to loyal customer, supporting setup and feedback loops.
• Build a strong network in the industry, sourcing deals and growing a pipeline.
• Collaborate with tech team, providing valuable input on product improvements.
• Shape the future of a fast-growing startup with creative ideas and fresh approaches.

Sales & Revenue Manager, Mexico

• Oversee a team of 1-2
• Refine and scale our end-to-end revenue operating model across Marketing, Sales, and Customer Success.
• Design operating rhythms that drive execution discipline, forecasting accuracy, and cross functional alignment.
• Own and evolve our seller productivity frameworks—capacity models, performance standards, and inspection cadences that drive measurable outcomes.
• Build and run structured forecasting processes that deliver consistent, executive-ready visibility into revenue performance and risk.
• Establish pipeline governance standards that protect data integrity and improve forward visibility.
• Optimize the full revenue lifecycle—from lead generation to closed-won, expansion, and retention.
• Define and continuously refine our ICP and CAPDB strategy to sharpen market focus and prioritization.
• Lead territory design and coverage planning to align resources against opportunity.
• Own revenue analytics and reporting architecture—turning performance data into actionable insights that shape executive decisions.
• Architect and evolve our GTM technology and AI strategy, ensuring scalable systems, strong governance, and intelligent automation that increase efficiency and precision.

See all jobs on JobTailor

RevOps and GTM Systems Manager

Revenue Operations Analyst

Revenue Operations Analyst

Revenue Operations Manager – Outbound

Customer Experience Revenue Manager – Player-Coach

Sales & Revenue Manager, Mexico

Manager – Revenue Operations