RevOps Lead - CRM & Analytics Expert

Lean Layer; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Lean Layer in New York seeks Revenue Operations Leads to guide clients through complex RevOps initiatives. You’ll be the primary point of contact, owning discovery, project planning, and delivery across sales, marketing, and revenue systems.

You’ll design and optimize CRM flows, implement dashboards, lead cross-functional teams, and ensure data integrity. The role emphasizes fast execution, client outcomes, and a consultative approach with a strong grasp of CRMs and BI tools.

Qualifications

• Experience in Sales/Marketing/Revenue Ops
• CRM administration experience in Salesforce and HubSpot
• Data analysis with BI tools (Tableau/Looker)
• Ability to drive cross-functional projects
• Strong client engagement and discovery skills

Responsibilities

• Audit CRM systems (Salesforce/HubSpot) for data accuracy and insights
• Design, implement, and optimize CRM flows; act as CRM admin for multiple teams
• Collaborate with stakeholders to streamline tools and systems
• Lead calls and prepare agendas, align stakeholders, and plan next steps
• Lead cross-functional teams to align on goals, timelines, and deliverables
• Conduct client discovery to identify needs and pain points
• Develop actionable plans addressing client pain points and opportunities
• Anticipate obstacles and develop strategies to keep timelines
• Analyze operational and sales data to uncover trends and improvements
• Create dashboards/reports and present insights to stakeholders
• Implement data-driven decisions to boost efficiency and satisfaction

Job description

Lean Layer in New York seeks Revenue Operations Leads to guide clients through complex RevOps initiatives. You’ll be the primary point of contact, owning discovery, project planning, and delivery across sales, marketing, and revenue systems.

You’ll design and optimize CRM flows, implement dashboards, lead cross-functional teams, and ensure data integrity. The role emphasizes fast execution, client outcomes, and a consultative approach with a strong grasp of CRMs and BI tools.