Revenue Operations Specialist

Revenue Operations

• Own CRM architecture ([HubSpot]), pipeline hygiene, and deal workflows as the single source of truth.
• Build forecasting and pipeline reporting that leadership uses to make decisions.
• Find and fix leaks across the funnel, from first touch to closed deal.

GTM Systems and Automation

• Design and ship enrichment, scoring, and outreach workflows using Clay, n8n, Make, or similar tools.
• Connect the GTM stack so data moves cleanly between CRM, enrichment, and engagement tools.
• Replace manual research and data work with scalable, automated systems.

PE Market Intelligence

• Segment PE firms by fund size, strategy, sector, and geography to prioritize accounts.
• Map buying committees across deal teams, finance, and portfolio operations.
• Build signal-based prospecting from fundraises, new deals and debt maturities.
• Turn research into persona, channel, and messaging plays for Sales.

Must Have

• [4 to 8] years in Revenue Operations, Sales Operations or GTM Operations in B2B SaaS.
• A track record of building GTM automations that are live and in use, not just planned.
• Strong CRM expertise in HubSpot or Salesforce.
• Experience applying AI tools or LLMs to real GTM workflows.
• Sharp analytical thinking, with the ability to turn data into a clear recommendation.

Good to Have

• SQL, Python or API skills.
• Experience selling into or researching private equity, private credit or financial services.
• Familiarity with Apollo, ZoomInfo or LinkedIn Sales Navigator.