Related skills
reporting hubspot salesforce revenue operations netsuiteπ Description
- Serve as power user and finance lead for CRM (HubSpot/Salesforce) and revenue ops.
- Design, document, and improve revenue operations processes and standards.
- Drive cross-functional alignment on quote-to-cash with Sales, Legal, Finance, Product.
- Identify operational risks and build performance measurement models.
- Analyze data and deliver reporting to reveal key revenue drivers.
- Standardize dashboards and reporting to support leadership decisions.
π― Requirements
- 6+ years in sales/Revenue Ops with proven process improvements.
- CRM workflow auditing and bottleneck identification.
- Experience with HubSpot or Salesforce highly desirable.
- Identify operational risks and design measurement frameworks.
- Bachelor's degree or equivalent in finance, operations, or related field.
- Basic understanding of ASC 606 revenue recognition is a plus.
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