Revenue Operations Lead: Pipeline & CRM Optimization

Global Tax Management; Wayne (PA); On-site; USD 65,000 - 95,000; Full time

Job summary

Global Tax Management in Wayne, PA seeks a Sales Operations Lead to bridge GTM leadership, marketing, and business development resources, driving revenue through optimized processes and efficient lead generation.

You will support pipeline management, CRM optimization (HubSpot), and proposal development, while partnering with market and practice leaders to accelerate customer acquisition and revenue growth.

Qualifications

• Bachelor’s degree in business, marketing or related field
• Master’s degree preferred
• Minimum 3 years in sales operations with pipeline management and process optimization
• Proficient with marketing automation tools and CRM software (HubSpot a plus)
• Excellent communication and organizational skills
• High attention to detail and discretion
• Experience working with sales executives and/or C-suite

Responsibilities

• Manage general pipeline and reporting with market/practice leaders
• Coordinate monthly business development and marketing meetings; prepare agendas and track actions
• Lead management: route and track leads, ensure proper documentation in the pipeline
• Assist with proposal development and RFP responses
• HubSpot support and administration: CRM data accuracy, user access, lists, and new functionality
• Conduct proactive prospect outreach to generate qualified leads

Skills

Sales operations

CRM software

Marketing automation

Lead generation

Pipeline management

Proposal support

Communication

Time management

Attention to detail

Discretion

Education

Bachelor’s Degree in Business Administration, Marketing, or related field

Master’s Degree preferred

Tools

HubSpot CRM

Microsoft Office

Job description

Global Tax Management in Wayne, PA seeks a Sales Operations Lead to bridge GTM leadership, marketing, and business development resources, driving revenue through optimized processes and efficient lead generation.

You will support pipeline management, CRM optimization (HubSpot), and proposal development, while partnering with market and practice leaders to accelerate customer acquisition and revenue growth.