Remote RevOps Systems Lead (HubSpot + CPQ)

Saasventurecapital; United States; Remote; USD 36,000 - 40,000; Full time

Job summary

TrackStreet is hiring a Senior Sales Operations Analyst to own day-to-day administration of sales systems, with emphasis on HubSpot CRM, quote-to-cash, and revenue reporting. You will fix workflows, ensure data integrity, and support deal desk operations while collaborating with Sales, Marketing, Finance, and Customer Success.

In this role you’ll build dashboards, manage commission data in Airtable, and drive automation across Make and Slack/Asana to keep revenue processes clean and auditable.

Qualifications

• 3+ years in Sales Ops, RevOps, or Biz Ops in B2B SaaS.
• Hands-on with HubSpot including workflows and reporting.
• Experience with Airtable or similar relational DB for ops/fin tracking.
• Comfort with automation platforms (Make, Zapier).
• Strong Excel/Google Sheets skills for independent reporting.
• Detail-oriented with data hygiene mindset; able to own end-to-end problems.
• Ability to coordinate across Sales, Marketing, Finance, CS.
• Familiarity with AI tools to support data analysis and process efficiency.

Responsibilities

• Own day-to-day configuration of HubSpot: properties, workflows, lifecycle stages, lead routing, and territory assignment logic.
• Maintain data hygiene across Companies, Contacts, and Deals - including deduplication, lifecycle stage accuracy, and ownership assignment.
• Troubleshoot workflow issues (e.g., incorrect owner assignment, enrollment logic, lead scoring) and partner with Marketing/RevOps on root-cause fixes.
• Support DealHub (CPQ) configuration and the contract creation process, including DocuSign preparation and deal desk workflows Sales Reporting & Analytics.
• Build and maintain dashboards and reports across HubSpot and internal BI tools to track pipeline, bookings, forecast, and rep activity.
• Own or support the weekly pipeline review process, including data exports, report generation, and presentation prep for leadership.
• Prepare recurring and ad hoc reporting for board meetings and leadership reviews (bookings, pipeline creation, forecast accuracy).
• Maintain the Airtable Sales Ops base: compensation plans, quota setup, commission statements, and manual override logic.
• Support new sales rep onboarding into the commission system, and respond to day-to-day sales comp questions.
• Ensure commission calculations reflect current plan rules (bookings, retention/NRR bonuses, referral and partner payments).
• Maintain accurate renewal, auto-renew, and contract data across HubSpot and Airtable, correcting discrepancies as they arise.
• Support churn and retention reporting - churn reason tracking, churned/churning account visibility, and account health score integrity.
• Manage account reassignment and ownership logic as accounts transition between Sales, Account Management, and Support/Service teams.
• Partner with CS and AM teams on the data and reporting needed to prioritize retention and expansion conversations.
• Build and maintain Make automations connecting HubSpot, Airtable, and Slack/Asana.
• Monitor and troubleshoot integration errors between systems to prevent data drift.
• Document processes and playbooks so improvements are repeatable and scalable.
• Document playbooks, learnings, and process improvements to scale outbound sustainably.
• Build and maintain Make automations connecting HubSpot, Airtable, and Slack/Asana.
• Serve as a go-to resource for AEs, AMs, and CSMs on CRM questions, data issues, and process guidance.
• Collaborate with Finance on billing data accuracy and reporting alignment.

Skills

HubSpot

Make/Zapier

Excel/Sheets

Data hygiene

Cross-functional collaboration

AI tools

DealHub

Tools

Airtable

BI tools

Job description

TrackStreet is hiring a Senior Sales Operations Analyst to own day-to-day administration of sales systems, with emphasis on HubSpot CRM, quote-to-cash, and revenue reporting. You will fix workflows, ensure data integrity, and support deal desk operations while collaborating with Sales, Marketing, Finance, and Customer Success.

In this role you’ll build dashboards, manage commission data in Airtable, and drive automation across Make and Slack/Asana to keep revenue processes clean and auditable.