AI-Driven RevOps Architect (CRM & Revenue Data)

Zim Directory; United States; On-site; USD 130,000 - 210,000; Full time

Job summary

ClickGuard is seeking a hands-on RevOps Manager to own the data, tools, and processes behind every stage of our revenue funnel: signup, trial, paid, renewal, expansion, and churn. You will ensure a single source of truth across HubSpot, Stripe, PostHog, and every report so a dollar of MRR is counted the same way in all systems.

This AI-first operations role requires you to demonstrate revenue systems you built, how AI improved workflows, and the measurable impact on data quality, speed,

Qualifications

• 3-5+ Years in RevOps or Revenue Systems: Proven experience owning the CRM and revenue data for a B2B SaaS company, ideally one with a self-serve trial or product-led motion.
• CRM Architecture: Concrete experience designing an object model, lifecycle stages, and pipelines from scratch, or rebuilding a broken one, including migrations that keep the history intact.
• Data Ownership: You have personally owned the path from source system to report: event tracking, warehouse tables, SQL, and reconciliation against billing.
• AI-Native Execution: You have personally built AI-powered systems inside a revenue workflow, including enrichment, scoring, routing, classification, data cleanup, forecasting, or agentic workflows.
• Full-Funnel Accountability: You measure your work through the full chain from signup -> trial -> qualified account -> paid -> renewal -> expansion.
• Cross-Team Range: Ability to work with sales, customer success, marketing, finance, and engineering: you write specs an engineer can build from and processes a sales rep will follow.

Responsibilities

• HubSpot end-to-end: object model (contacts, companies, workspaces, deals, tickets), lifecycle stages, pipelines, properties, workflows, and permissions, with one owner per field and every critical workflow tested and monitored
• The revenue data layer (built with our engineering and data team): the app, Stripe, and HubSpot feeding PostHog, with shared definitions for trial, paid, MRR, churn, expansion, and reactivation that every report uses
• Funnel instrumentation and attribution: source captured at signup, account qualification by measured ad spend, and a clear trail from first touch to trial to paid to renewal
• AI-powered RevOps systems at scale: build and operate workflows where AI materially increases throughput across enrichment, routing, lead and account scoring, health scoring, data hygiene, and reporting. You should be able to demonstrate systems you have personally built and the business results they produced.
• The weekly revenue scorecard for the leadership meeting, pulled from source data; and the operating processes behind sales and customer success: quote and discount approvals, agency account handovers, refunds, chargebacks, and failed-payment recovery.

Skills

RevOps experience

CRM architecture

Data ownership

AI workflows

Full-funnel

Cross-team collaboration

Tools

HubSpot CRM

SQL

CLI

APIs

Webhooks

n8n/Make

Claude Code

Job description

ClickGuard is seeking a hands-on RevOps Manager to own the data, tools, and processes behind every stage of our revenue funnel: signup, trial, paid, renewal, expansion, and churn. You will ensure a single source of truth across HubSpot, Stripe, PostHog, and every report so a dollar of MRR is counted the same way in all systems.

This AI-first operations role requires you to demonstrate revenue systems you built, how AI improved workflows, and the measurable impact on data quality, speed,