Revenue Operations Architect — CRM & Dashboards Innovator

Inzo Technologies; Chesterfield (MO); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Inzo Technologies in Chesterfield, MO is building a Revenue Operations function from the ground up. You will own the CRM core, data architecture, and reporting layer to support three product lines: Cyber MSP, Nurse Call Systems, and Total Voice.

This is a foundational role shaping how the revenue organization operates, including automation and AI capabilities. You will integrate HubSpot with Halo/ConnectWise/Autotask, design tiered account scoring, and create dashboards for weekly and

Qualifications

• 3–5+ years of experience in Revenue Operations, Sales Operations, or Marketing Operations in a B2B technology or managed services environment.
• Deep hands-on expertise with HubSpot CRM — pipeline configuration, custom properties, workflows, automation, and reporting (HubSpot certifications strongly preferred)
• Experience building CRM environments from scratch or leading a significant CRM migration/rebuild
• Strong understanding of B2B sales processes, pipeline management, and sales metrics (Sales Velocity, win rates, pipeline coverage, CAC, LTV, Churn, GRR, NRR)
• Experience building and maintaining dashboards and reports for executive and Board-level audiences

Responsibilities

• Own and continuously improve the HubSpot CRM environment — pipeline configuration, deal properties, lifecycle stages, workflows, and automation
• Maintain and evolve the HubSpot-to-Halo (or other PSA) integration as business needs change
• Produce weekly, monthly, and quarterly reporting for sales leadership and the executive team
• Monitor data hygiene and enforce CRM compliance standards across the revenue team
• Partner with the Marketing Director on lead source attribution, campaign tracking, and marketing-to-sales handoff processes
• Support sales leadership in forecasting, territory planning, and capacity modeling
• Evaluate and recommend new tools, integrations, and AI capabilities that improve revenue team productivity
• Serve as the internal subject matter expert on revenue data, reporting methodology, and systems architecture
• Support onboarding of new sales hires with CRM training, process documentation, and system access
• nect between where deals are managed and where customers are serviced.

Skills

HubSpot CRM

CRM architecture

Dashboard design

Sales processes

Data storytelling

Tools

Halo PSA

ConnectWise

Autotask

Job description

Inzo Technologies in Chesterfield, MO is building a Revenue Operations function from the ground up. You will own the CRM core, data architecture, and reporting layer to support three product lines: Cyber MSP, Nurse Call Systems, and Total Voice.

This is a foundational role shaping how the revenue organization operates, including automation and AI capabilities. You will integrate HubSpot with Halo/ConnectWise/Autotask, design tiered account scoring, and create dashboards for weekly and