Revenue Systems Architecture & Optimization:
- Own the performance, scalability, and operational health of the full revenue systems ecosystem.
- Govern HubSpot architecture – account/contact/opportunity structure, lifecycle stages, territory logic, routing, and attribution.
- Eliminate redundancy and technical debt across integrated platforms; consolidate and rationalize where needed.
Data Integrity & Revenue Trust:
- Own CRM data quality standards, deduplication, account hierarchy, and source-of-truth definitions across all integrated platforms.
- Lead active cleanup of inherited workflows, duplicate records, broken automations, and inconsistent data structures from acquisition activity.
- Ensure that Sales, CS, Finance, and Partnerships leadership can make decisions from a single, reliable data environment.
Forecasting & Revenue Intelligence:
- Mature the forecasting and reporting infrastructure from functional to predictive.
- Deliver leadership-ready visibility into pipeline health, conversion performance, rep productivity, and customer lifecycle movement.
- Own the KPI framework across GTM functions – define it, maintain it, and drive adoption.
Cross-Functional GTM Operations & Deal Desk:
- Serve as the operational connective tissue across Sales, Marketing, CS, Partnerships, Finance, Product, and Engineering.
- Translate GTM strategy into scalable systems and processes; reduce friction and eliminate duplicate workflows across GTM handoffs.
- Run deal desk for new business and expansion/renewal deals – review deal structures, pricing, and terms.