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Leads strategic Revenue Operations engagements for complex clients, serving as the primary contact for C-level go-to-market executives. Responsibilities include managing customer journeys, guiding Salesforce and HubSpot audits, designing workflows with technical consultants, leading cross-functional teams, overseeing project delivery, analyzing operational and sales data, and presenting actionable recommendations to improve efficiency and client satisfaction.

Lead revenue operations consulting engagements for clients across industries and technology stacks. Responsibilities include auditing and administering Salesforce and HubSpot, designing workflows and reports, analyzing operational and sales data, creating dashboards, leading cross-functional projects, conducting client discovery, coordinating stakeholders, and delivering tailored process and systems improvements. The role also requires meeting leadership, proactive problem-solving, quality assurance, and advising clients on CRM, technology, and AI-enabled revenue operations strategies.

Advise private equity sponsors and executives on complex business questions by analyzing data, building models, dashboards, board presentations, and documentation. Present findings to senior stakeholders, incorporate feedback quickly, learn new tools and industries, and deliver end-to-end client outcomes that enable organizations to operate independently.

Designs and implements pipeline management, forecasting, sales planning, territory and quota models, CRM workflows, dashboards, and operating cadences for B2B clients. Partners with CROs, sales leaders, and RevOps teams to diagnose business problems, configure systems, automate processes, improve forecast accuracy, and lead client projects from discovery through implementation and training.

Designs and implements demand orchestration, outbound prospecting, lead management, routing, enrichment, CRM integrations, and GTM automation for clients. The role combines hands-on technical implementation with consulting, including requirements gathering, solution design, testing, documentation, training, troubleshooting, and system optimization. The specialist works across Salesforce, HubSpot, Clay, sales engagement platforms, intent tools, APIs, automation platforms, and AI workflows while contributing to internal implementation methods and educational content.

Design and implement attribution, source tracking, CRM integrations, ROI measurement, funnel reporting, and sales performance systems for B2B clients. Consult with revenue leaders, define metrics, build and validate reporting across marketing, sales, CRM, advertising, and BI platforms, troubleshoot data quality issues, document solutions, and train client teams. Contribute to implementation methodologies, technical content, automation, and AI-enabled data validation and analysis.

Help clients optimize their marketing, sales, and service operations using HubSpot; configure solutions, analyze data, and provide training and support.

The RevOps Analytics Engineer is responsible for maintaining data infrastructure, building reliable data systems, and supporting revenue analytics through effective data modeling and ETL/ELT processes.

As a Salesforce Consultant, you'll assess client needs, design Salesforce solutions, implement configurations, and manage projects to optimize client investments in Salesforce while providing support and training.