Responsibilities
- Design, implement, and optimize workflows and processes to support revops, sales, and marketing teams.
- Audit CRM systems (Salesforce/HubSpot) to ensure data accuracy, generate actionable insights, and drive business efficiency.
- Collaborate with stakeholders to streamline tools and systems that enhance productivity.
- Lead cross-functional teams to align on goals, deadlines, and project deliverables.
- Manage team dynamics by fostering collaboration and ensuring clear communication across all departments.
- Conduct detailed client discovery sessions to understand needs, identify challenges, and provide tailored solutions.
- Collaborate with internal teams to develop actionable plans addressing client pain points.
- Anticipate potential obstacles and proactively develop strategies to resolve them before they impact project timelines.
- Analyze operational and sales data to uncover trends, identify areas for improvement, and measure success.
- Create and maintain dashboards and reports to track performance metrics and present insights to stakeholders.
- Implement data-driven decisions that enhance overall efficiency and client satisfaction.
Requirements
- Experience in a Sales Operations, Marketing Operations or Revenue Operations role.
- Experience transitioning between individual contributor (IC) and manager roles is highly valued.
- CRM Proficiency: Experience with Salesforce and/or HubSpot as an administrator.
- Ability to work with custom objects, building workflows/flows, creating validation rules, building reporting.
- Familiarity with project management tools like Asana, Trello, Jira, or Microsoft Project.
- Strong analytical skills with experience using tools like Excel, Tableau, Looker, or other BI platforms.
- Proven ability to lead cross-functional teams, ensuring alignment and collaboration.
- Adept at assigning tasks effectively based on team members’ strengths and expertise.
- Skilled in inspiring and energizing team members to achieve common goals and meet deadlines.
- Ability to conduct comprehensive discovery sessions with clients to identify needs, pain points, and root causes of challenges.
- Expertise in summarizing and articulating client problems in a way that is concise, actionable, and understood by all stakeholders.
- Capacity to anticipate client needs and address challenges based on industry knowledge and prior experience.
Work Arrangement
Remote (Worldwide)
Team
Structure: tight-knit team
Additional Information
- We are not currently able to offer U.S. visa sponsorship or transfer for this position.
- For Canadian and Brazilian Residents: We also invite you to apply for this position but please note that at this time we can only hire those outside of the United States as full-time contractors.
