- Health insurance
- Paid time off
- Parental leave
- Vision insurance
- 401(k)
- 401(k) matching
- Dental insurance
Role Overview
Key Responsibilities
- Own the end-to-end revenue process: lead routing, Marketing-to-Sales and Sales-to-CS handoffs, deal stages, onboarding, and renewals
- Spot friction and gaps before they become problems, and bring recommendations to leadership backed by data
- Define and document process standards (stage definitions, required fields, handoff criteria) and drive adoption across teams
- Build and maintain a prioritized RevOps roadmap, and manage incoming requests against it
- Lead the rollout of new processes and tools, including training, documentation, and follow-up to make sure changes stick
- Own the accuracy of core revenue metrics: pipeline, conversion rates, bookings, churn, GRR, and NRR
- Build and maintain dashboards for Sales, Marketing, Customer Success, and the leadership team
- Support forecasting and prepare data for leadership and board reporting
- Flag trends and risks early instead of waiting to be asked
- Own HubSpot configuration across Sales, Marketing, Service, and Operations Hub: users, permissions, pipelines, lifecycle stages, workflows, and automation
- Administer Gainsight: customer health scoring, lifecycle stages, playbooks, Success Plans, and CTAs
- Keep data in sync between HubSpot, Gainsight, and the rest of the GTM stack (including PandaDoc)
- Set and enforce data hygiene standards: deduplication, field standardization, and validation
- Evaluate GTM tools and integrations, and recommend what to add, change, or retire
- Act as the operating partner to Sales, Marketing, and Customer Success leaders
- Serve as the go-to resource for system questions, troubleshooting, and user training
- Work with Finance to keep bookings, renewal, and revenue data consistent across systems
Required
- 2+ years in Revenue Operations, Sales Operations, or CRM administration at a B2B SaaS company
- Deep hands-on HubSpot admin experience, including workflows and Operations Hub
- Experience with Gainsight or a similar CS platform (Totango, ChurnZero)
- A track record of designing and rolling out process changes across multiple teams, not just configuring them
- Strong understanding of SaaS metrics: pipeline, conversion rates, churn, GRR, and NRR
- Comfortable working independently, setting priorities, and pushing back when something won’t work
- Clear communicator who can explain data and process to both frontline reps and executives
- HubSpot certifications (Admin, Sales Hub, Marketing Hub, Operations Hub)
- Experience supporting both Sales and Customer Success in a subscription business with renewals
- Working knowledge of integrations (APIs, Zapier, native connectors)
- Experience in vertical SaaS or construction technology
- Complete an audit of our HubSpot and Gainsight setup, core processes, and reporting
- Document known issues and build working relationships with Sales, Marketing, and CS leaders
- Agree on a RevOps roadmap with leadership
- Standardize stage definitions and handoff criteria across teams
- Have fixes for the highest-impact gaps underway
- Trusted dashboards for pipeline, onboarding, renewals, and GRR that leadership uses without asking for manual pulls
- Data standards in place and enforced across HubSpot and Gainsight
- At least one cross-functional process improvement shipped and adopted
This is a remote position.
RedTeam provides equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, ancestry, national origin, citizenship, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, religion, age, disability, genetic information, service in the military, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Equal employment opportunity applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.
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