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Role Description

We are hiring a Revenue Operations generalist to own and scale our GTM systems, integrations, and reporting infrastructure. This role sits at the center of Sales, Customer Success, Marketing, and Finance, ensuring our revenue lifecycle is accurately represented, automated, and measurable across systems. This is a hands-on role for someone who has been the go-to admin—not just a requirements gatherer. You will work directly in Salesforce, HubSpot, NetSuite, billing tools, and automation platforms to keep the GTM engine running cleanly and efficiently.

What You Will Do:

• Salesforce Reporting
  • Own Salesforce reporting and dashboard strategy to support GTM leadership, RevOps, Finance, and Executive Leadership.
  • Partner with stakeholders to define and standardize revenue metrics, pipeline views, and lifecycle performance.
  • Build and maintain reporting dashboards that connect Salesforce and downstream systems into executive-ready insights.
  • Ensure reporting accuracy through strong data modeling and governance practices.
• GTM Systems & Integrations
  • Manage and maintain connections across the GTM tech stack, including Salesforce, HubSpot, NetSuite, Zoominfo, billing systems (e.g., Zone Billing), and Workato.
  • Monitor system health, data syncs, and integration reliability; proactively identify and resolve issues.
  • Partner with internal system owners and external vendors to troubleshoot, escalate, and remediate integration failures.
• Revenue Lifecycle Operations
  • Support the full GTM lifecycle across systems—from lead and opportunity management through contracting, billing, renewals, and expansions.
  • Ensure consistent lifecycle stage definitions and data flow across Salesforce, HubSpot, Finance, and billing tools.
  • Assist RevOps leadership in translating GTM process changes into scalable system updates.
• Automation & Workflow Optimization
  • Build and optimize Salesforce Flows, validation rules, and automation to streamline GTM workflows.
  • Maintain and enhance HubSpot workflows supporting lead routing, lifecycle progression, and marketing handoffs.
  • Reduce manual work while preserving data quality, auditability, and operational clarity.
• Cross-Functional Partnership & Troubleshooting
  • Serve as a liaison between Revenue Operations and other system experts (Finance, Marketing Ops, IT, external consultants).
  • Diagnose complex system and data issues that span multiple tools and teams.
  • Provide clear, pragmatic recommendations when tradeoffs exist between speed, accuracy, and scalability.
• Documentation & Operational Rigor
  • Build and maintain clear documentation, SOPs, and system runbooks for GTM processes and tooling.
  • Ensure institutional knowledge is captured and transferable—not trapped in individuals.
  • Support onboarding and enablement by making systems understandable and repeatable.

Qualifications

• 5+ years of experience in Revenue Operations, GTM Operations, or a similar role in a B2B environment.
• Salesforce Administrator certification or equivalent hands-on experience serving as a primary Salesforce admin.
• Deep, practical experience working with:
  • Salesforce
  • HubSpot
  • NetSuite
  • Billing systems (e.g., Zone Billing or similar)
  • Automation tools such as Workato, Make.com, Zapier
• Strong understanding of how revenue data flows across Sales, CS, Marketing, and Finance.
• Ability to independently troubleshoot systems and integrations without needing step-by-step direction.

Requirements

• Experience as RevOps Analyst, RevOps Engineer, or GTM Systems roles.
• Direct ownership of Salesforce automation and HubSpot workflows.
• Experience supporting subscription-based or recurring revenue models.
• Pragmatic approach to improving systems incrementally.
• Background in healthcare or similar industry is a plus.

Benefits

• The anticipated new hire base salary range for this full-time position is $98,000-$138,000 + equity + benefits.
• Comprehensive healthcare coverage.
• Monthly wellness stipend.
• Retirement savings match.
• Lifetime Headspace membership.
• Generous parental leave.