Build and maintain dashboards and reports across the sales funnel (MQL → SQL → Opportunity → Closed Won)
Diagnose and solve revenue challenges using data—understand why conversion drops at specific stages, how compensation changes impact velocity, what drives forecast misses
Proactively surface revenue insights (not just respond to asks) "Here's a pipeline coverage problem emerging and here's how to fix it"
Deliver monthly revenue insights and strategic recommendations to Sales, Marketing, and Success leadership
Own the forecasting workflow end-to-end: design the process, support monthly forecasting cycles, conduct variance analysis (forecast vs. actuals)
Identify why forecasts miss and recommend improvements to increase accuracy (90%+ target)
Support board reporting and executive-level forecasting conversations
Audit CRM regularly to identify data quality issues and gaps
Document data standards and best practices; train Sales and Marketing teams on proper CRM usage
Build HubSpot workflows and automation to prevent bad data from entering the system
Drive adoption of data hygiene practices cross-functionally
Identify inefficiencies in the revenue lifecycle and recommend improvements
Track compensation model impact on sales performance and outcomes
Own HubSpot configuration and optimization (custom properties, lifecycle stages, workflows, automation, integrations)
Partner with leadership on systems improvements and tooling decisions
Requirements
5-7 years in Revenue Operations, Sales Operations, Business Operations, or similar analytical GTM role (with demonstrated ownership of pipeline reporting, forecasting, or process optimization)
Deep HubSpot expertise: Custom properties, workflow automation, lifecycle stage design, reporting/dashboards, integrations. You should be able to customize HubSpot without consulting the knowledge base