RevOps Manager

Saisystems Health•Shelton, CT

9d•Hybrid

About The Position

We're hiring our first RevOps Manager to build the operational foundation for predictable, scalable revenue growth. You'll own core revenue operations functions—standardizing sales processes, maintaining CRM hygiene and integrity, building reporting infrastructure, and supporting accurate forecasting. This is a hands-on role focused on execution and process excellence.

Requirements

3+ years of hands-on revenue operations, sales operations, or similar business operations role
2+ years of hands-on HubSpot CRM administration (configuration, customization, 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 CRM: configuration, customization, data management, reporting, field governance
Advanced Excel: pivot tables, formulas, financial modeling, scenario analysis
BI/Analytics tools: Tableau, Looker, Power BI, or HubSpot native reporting
Process documentation and mapping (Lucidchart, Miro, Visio, or similar)
CRM data governance and best practices

Nice To Haves

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
HubSpot custom objects, workflows, or custom code module
ETL or data pipeline concepts
API integrations and middleware platforms
Git/version control (for managing CRM change)
Google Analytics or CDP experience
SQL: ability to write SELECT queries, joins, and basic data analysis

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