Revenue Systems Lead | HubSpot & Data Insights

401 Cast & Crew LLC; California; Vor Ort; USD 110.000 - 142.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision coverage

401(k) match

PTO & parental leave

Tuition reimbursement

Employee discounts

Zusammenfassung

Cast & Crew is seeking a Revenue Systems Manager to own the revenue ecosystem from Sales through Client Experience. You will manage CRM administration, analytics, reporting, and cross-functional initiatives to scale the revenue organization.

The role blends hands-on systems work with analytics and project management, partnering with leadership to turn data into decisions and improve processes across the revenue stack.

Qualifikationen

• 3-7 years of experience in CRM administration, revenue operations, sales operations, client experience operations, business systems analysis, or a related discipline.
• Hands-on experience configuring HubSpot (or a comparable CRM), including workflows, pipelines, reporting, and integrations.
• Strong analytical skills with the ability to translate data into actionable insight.
• Experience gathering business requirements and translating them into system configuration.
• Clear written and verbal communication skills, including the ability to explain technical concepts to non technical audiences.
• Hands‑on experience using AI tools within your discipline — able to speak to specific tools used, workflow integration, and measurable business impact — with a drive to continuously experiment with and apply emerging AI capabilities.

Aufgaben

• Support implementation and ongoing administration of HubSpot as the CRM platform across the revenue ecosystem, partnering with Sales, Client Experience, and Technology stakeholders.
• Configure pipelines, properties, workflows, automations, and permissions to match business requirements across the full funnel, from pipeline generation through renewal and expansion.
• Translate stakeholder needs into scalable system configuration, balancing flexibility with data integrity.
• Maintain system documentation, admin guides, and configuration standards.
• Build and maintain dashboards and reports covering the full revenue funnel, pipeline, bookings, client health, renewals, churn, adoption, and other key revenue KPIs.
• Partner with Sales, Client Experience, and Revenue Operations leadership to define metrics, reporting cadence, and data standards.
• Support planning cycles, such as forecasting, territory or book design, and goal setting, with data, analysis, and modeling.
• Ensure data accuracy and consistency across CRM and connected systems, and proactively identify and close reporting gaps.
• Evaluate new tools and technologies that could improve workflows, efficiency, or the client experience across the revenue ecosystem.
• Identify, pilot, and help implement AI use cases in partnership with Product and Technology teams.
• Assess feasibility, cost, and impact of new tools, and build the business case for adoption.
• Stay current on SaaS revenue operations and RevOps tooling trends.
• Serve as a primary point of contact for supporting the revenue tech stack, including CRM, client experience platforms, ticketing and support tools, and related integrations.
• Troubleshoot system issues, coordinate with IT and external vendors as needed, and manage integrations between platforms.
• Train end users on new tools and workflows; create and maintain SOPs and training materials.
• Monitor system performance and proactively flag risks or inefficiencies.
• Act as a connective point across Sales, Client Experience, Support, Product, and Technology, coordinating priorities, timelines, and follow ups as needed.
• Maintain a roadmap of revenue systems projects, configuration changes, and technology evaluations.
• Establish and improve processes for intake, prioritization, testing, and rollout of system and process changes.
• Ensure stakeholders have visibility into system changes, new capabilities, and reporting updates.

Kenntnisse

CRM administration

Revenue operations

Sales operations

Client experience operations

Business systems analysis

Project management

Tools

HubSpot

SQL

Tableau

Looker

HubSpot certification

Jobbeschreibung

Cast & Crew is seeking a Revenue Systems Manager to own the revenue ecosystem from Sales through Client Experience. You will manage CRM administration, analytics, reporting, and cross-functional initiatives to scale the revenue organization.

The role blends hands-on systems work with analytics and project management, partnering with leadership to turn data into decisions and improve processes across the revenue stack.