Sr. Revenue Operations Manager at PlanHub managing HubSpot CRM for sales operations and performance optimization. In charge of workflow automation, reporting, forecasting, and AI integration with a dynamic team.
Responsibilities
Build, refine, and automate HubSpot workflows to streamline sales processes for reps and SDRs.
Create, monitor, and maintain dashboards and reports that provide actionable insights on sales rep and SDR performance.
Act as the primary point of contact for sales leaders on RevOps needs, from pipeline visibility to ad hoc reporting.
Manage and optimize our HubSpot CRM for our Sales team to ensure data integrity, accurate configuration, and smooth daily operations.
Incorporate AI tools into workflows and data analysis to improve forecasting accuracy, manage lead flow, enhance workflow filtering, and accelerate decision-making.
Own pipeline reporting and forecasting processes, ensuring accuracy, visibility, and consistency for sales leadership.
Track sales data trends and proactively surface AI-enhanced insights that help sales leaders make data-driven decisions.
Own the monthly commissions process, ensuring accuracy and timely reporting for all sales team members.
Partner with the shared data team to ensure consistent definitions, clean datasets, and scalable reporting infrastructure.
Identify gaps and continuously improve tools, processes, and metrics to enhance sales productivity and operational efficiency.
Requirements
Minimum of 6 years of hands-on experience with HubSpot CRM, including building workflows, reports, and dashboards.
Proven track record in Revenue Operations, Sales Operations, or Business Operations within SaaS or high-growth environments.
Strong expertise in pipeline reporting and forecast management.
Strong analytical skills and the ability to translate complex data into clear, actionable insights for sales leadership.
Experience managing sales commissions and incentive compensation programs.
Demonstrated ability to apply AI-powered tools for lead flow management, workflow automation, forecasting, and data analysis.
Detail-oriented and data-driven mindset with a passion for process improvement.
Ability to thrive as a self-starter and individual contributor, balancing tactical execution with strategic thinking.
Excellent communication skills with a service-oriented approach toward supporting sales leaders.
Familiarity with AI-driven tools and advanced analytics to enhance GTM performance.
Benefits
An excellent benefit package, including medical, dental, vision and life insurance.
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