Revenue Operations leader establishing operational efficiency and driving business growth in a fintech company, collaborating across teams to enhance revenue operations.
About the role
- RevOps Account Manager overseeing HubSpot-centric client engagements and revenue operations strategies. Leading implementations, training, and optimizing business technology systems across teams.
Responsibilities
- You are the connective tissue between Everbrave’s clients, their revenue systems, and our delivery team.
- Lead structured HubSpot onboarding and implementation across Sales, Marketing, Service, and Data.
- Own scope, timelines, risks, dependencies, and success criteria.
- Translate business objectives into practical CRM, automation, and reporting solutions.
- Design and deliver training that drives adoption — not just completion.
- Ensure every client exits onboarding with documentation, operating rhythms, and clear ownership.
- Lead revenue systems design engagements, not just platform implementation.
- Translate business objectives into scalable CRM, automation, integration, and reporting frameworks.
- Diagnose friction across the full revenue lifecycle.
- Help clients move from reactive CRM usage to insight-driven decision-making.
- Design integration strategies using native tools, APIs, middleware (Zapier, Make.com) and webhooks.
- Ensure clean, reliable data flow across HubSpot and third-party platforms (ERP, finance, ads, service platforms).
Requirements
- 5+ years in Revenue Operations, Business Systems, or CRM Architecture roles
- Strong working knowledge of HubSpot CRM
- Experience designing and optimizing CRM ecosystems beyond a single platform
- Hands-on experience with integrations, automation, APIs, and reporting frameworks
- Ability to translate business requirements into scalable technical solutions
- Confident, consultative communicator with senior client stakeholders
- Comfortable challenging assumptions and setting boundaries
- Strong prioritization and expectation-management skills
- Commercially minded — understands margin, utilization, and scalability
- Structured thinker who thrives in complexity
- Calm under pressure; decisive without being reckless
- Detail-oriented without losing the strategic view
- Bias toward outcomes and ownership over theory
- Collaborative and calm consultative working style.
- Comfortable working in a Mac environment.
Benefits
- Paid Vacation & Flexible Floater Hours
- Comprehensive Extended Health Benefits
- Health Spending/Lifestyle Spending Account
- Annual Training Allowance
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