Revenue Operations Specialist
3 days ago
As a key member of the RevOps team, you will be responsible for the daily administration and optimization of the HubSpot CRM. You will ensure data integrity through regular hygiene checks and build essential reports and dashboards to provide crucial operational visibility to the Sales, Marketing, Finance, and Customer Success teams. Your strong attention to detail and proficiency in data analysis will be vital as you support monthly KPI reporting, troubleshoot system issues, and contribute to documenting and optimizing core business processes which has a direct impact on revenue.
Key Responsibilities:
- Assist with daily administration of HubSpot CRM, including data entry, pipeline updates, property management, and workflow monitoring.
- Build and maintain standard dashboards and reports for Sales, Marketing, Finance, and Customer Success teams.
- Support RevOps leadership and finance with monthly and quarterly KPI reporting (pipeline, conversion rates, lead stages, win/loss, attribution).
- Conduct regular data hygiene checks to ensure accuracy (duplicate removal, field normalization, missing data audits).
- Help optimize lead routing, lifecycle stage updates, and basic workflow automations within HubSpot.
- Pull data from HubSpot and other tools into Excel/Google Sheets for analysis.
- Document processes, workflows, and playbooks to support operational consistency.
- Coordinate with Sales and Marketing to troubleshoot CRM issues and answer "how-to" questions.
- Contribute to ongoing process improvements for funnel efficiency and operational visibility.
Qualifications
- 0–2 years experience in RevOps, Sales Ops, Marketing Ops, or related internship/analyst role.
- Basic working knowledge of HubSpot CRM (coursework, certification, or hands-on experience preferred).
- Strong proficiency with Excel/Google Sheets: VLOOKUP, pivot tables, filters, conditional formatting.
- Excellent organizational skills with a high attention to detail and accuracy.
- Ability to interpret data and communicate insights clearly to non-technical teams.
- Comfortable working cross-functionally with Sales, Marketing, Customer Success, and Finance.
- Strong problem-solving skills and willingness to learn technical systems.
- HubSpot certifications (CRM, RevOps, Reporting, or Marketing Software) are a plus.
- Experience with BI tools (Looker Studio, Power BI, Easy Insight, etc.) is a bonus but not required.
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