This person will partner with Sales, Partnerships, and SDR Leadership to drive process consistency, forecast accuracy, and operational excellence. Youβll act as the strategic operator behind the revenue engine by supporting daily execution while ensuring leadership has the insights, reporting, and infrastructure to make data-driven decisions. This role is highly cross-functional and plays a critical part in shaping how we plan, measure, and optimize growth. This role reports to the director of RevOps.
Forecasting & Pipeline Management. Own the companyβs sales forecast cadence in partnership with the CRO and VP of Sales and Deliver actionable analysis on pipeline coverage, velocity, and conversion health. Identify risk and opportunity areas across New Business and Expansion motions.GTM Planning & Execution by Supporting annual and quarterly planning processes including quota setting, territory design, and capacity modeling.Partner with Finance and Leadership on scenario modeling and goal attainment tracking and Reporting & Insights by Building and maintaining dashboards in HubSpot, Google Sheets and other tools to provide visibility into pipeline, productivity, and revenue performance, Preparing board-level reporting and executive summaries highlighting key performance trends. Cross-Functional Partnership by Collaborating closely with Sales, SDR, and Partnerships teams to streamline processes and drive accountability. Partner with Marketing and Customer Success operations on funnel alignment, attribution, and expansion strategies.
Evaluate and improve the end-to-end sales process, from lead routing to closed-won. Drive consistency and compliance across forecasting, deal hygiene, and CRM adoption. Maintain training materials, playbooks, and dashboards that empower AEs and SDRs to hit their targets and Partner with Enablement to track ramp times, activity SLAs, and performance benchmarks.Serve as the HubSpot CRM SME and system administrator. Evaluate and integrate tools across the GTM stack including Gong, Trumpet, PandaDoc, and data enrichment platforms while Ensuring data accuracy, process adoption, and reporting reliability.