RevOps Lead: Scalable Revenue Ops & HubSpot

RiseMe; Shelton (CT); On-site; USD 110,000 - 170,000; Full time

Job summary

RiseMe is seeking its first RevOps Manager to build the operational foundation for scalable revenue growth. You’ll own core revenue operations functions, standardizing sales processes, maintaining CRM hygiene, and supporting accurate forecasting. This is a hands‑on role focused on execution and process excellence.

Location: Shelton, CT. Minimal travel with quarterly all-hands or customer engagement. You’ll design playbooks, own pipeline discipline, and drive CRM data quality while partnering

Qualifications

• 3+ years in revenue operations, sales operations, or similar business operations role
• 2+ years of hands-on HubSpot CRM administration (configuration, data governance, reporting)
• Demonstrated success owning CRM data quality and/or sales process implementation at a growing company
• Experience building and maintaining dashboards and reports (Tableau, Looker, Power BI, or HubSpot native)
• Solid understanding of sales metrics, pipeline stages, forecasting methodology, and deal flow analysis
• Excellent attention to detail and ability to spot data inconsistencies and process gaps
• Advanced Excel skills (pivot tables, VLOOKUP, INDEX-MATCH, financial modeling)
• Strong communication skills; ability to explain technical concepts to non-technical stakeholders
• Comfortable owning end‑to‑end processes with minimal oversight
• HubSpot Certification (CMS or Sales Hub)
• Prior experience at a Series B–D or high-growth stage company ($10M–$100M+ ARR)
• Exposure to HubSpot custom objects, workflows, or API integrations
• Experience with API integrations or middleware platforms (e.g., Zapier, Workato, MuleSoft)
• Familiarity with marketing automation platforms (Marketo, Pardot) and sales‑marketing integration
• Background in financial analysis, FP&A, or analytical roles
• Strong SQL proficiency for writing queries, building reports, and analyzing revenue data
• Experience with git/version control or change management practices (helpful for CRM change discipline)
• Curiosity about emerging tools and willingness to learn new platforms

Responsibilities

• Map and document end-to-end sales and revenue processes (lead capture through renewal)
• Standardize deal hygiene, pipeline definitions, forecast categories, and stage-gating criteria across the sales team
• Design and drive adoption of repeatable sales playbooks (discovery, qualification, negotiation, close)
• Own pipeline discipline: define stage exit criteria, enforce data entry standards, establish forecast/actual reviews
• Own day-to-day HubSpot configuration, field taxonomy, custom objects, and user access management
• Establish and enforce data governance standards; lead quarterly data quality audits and remediation
• Build and maintain CRM documentation (field definitions, system processes, user guides)
• Create and optimize HubSpot workflows and automation to reduce manual data entry and process friction
• Design and build HubSpot dashboards and reports (pipeline by stage/rep/product, forecast vs. actual, velocity, cycle time)
• Create and maintain executive dashboards for leadership reviews (weekly pipeline, forecast accuracy, key metrics)
• Own pipeline reporting hygiene; spot and investigate data anomalies
• Support ad hoc analysis requests from sales, product, and finance leadership
• Establish performance baseline metrics (win rate, deal size, sales cycle, etc.) for benchmarking
• Partner with sales leadership to run monthly and quarterly forecasting processes
• Build bottom-up pipeline views and probability-weighted revenue forecasts
• Reconcile forecast vs. actual; track and report forecast variance
• Provide sales leadership with leading indicators (pipeline coverage, new opportunities added, velocity trends)
• Support financial planning with monthly revenue projections and historical trend analysis
• Manage integrations between HubSpot, marketing automation, customer success platforms, and other internal tools
• Evaluate and recommend tools where manual workarounds exist; manage vendor relationships
• Document system architecture and data flows for the revenue stack
• Troubleshoot and resolve integration issues and data sync problems

Skills

HubSpot CRM

Data governance

SQL

Dashboards

Forecasting

Process design

Excel

Stakeholder communication

Tools

Tableau

Power BI

Looker

HubSpot

Job description

RiseMe is seeking its first RevOps Manager to build the operational foundation for scalable revenue growth. You’ll own core revenue operations functions, standardizing sales processes, maintaining CRM hygiene, and supporting accurate forecasting. This is a hands‑on role focused on execution and process excellence.

Location: Shelton, CT. Minimal travel with quarterly all-hands or customer engagement. You’ll design playbooks, own pipeline discipline, and drive CRM data quality while partnering