The Position

We work at Midtown to inspire people to transform their lives. Our Revenue Operations (RevOps) Specialist does so by supporting the operations, evolution, design, and support of our CRM system.

Midtown has implemented HubSpot Enterprise CRM across our entire organization, with Marketing Hub, Sales Hub, Service Hub, and Operations Hub. The system powers our member support system and member communications, new member onboarding process, and marketing and sales prospect funnel. You will partner with our Director of Revenue Operations in maintaining and improving upon the system for our users, members, and prospects, working collaboratively with leaders in marketing, sales, and operations to execute strategy and implement updates within the CRM.

The team has a hybrid work model, working out of the corporate office (3611 N. Kedzie Ave) in Chicago, Illinois on Mondays, and Tuesdays. The remainder of the week can be remote or in the office/club, based on individual preference.

Overall Function

You will work with the Director of Revenue Operations to improve revenue operations systems and processes as well as provide project management and change management support for key initiatives. This role will support internal clients such as Sales, Marketing and Operations as well as execute RevOps initiatives.

To be successful in this role, you need the ability to think systematically across multiple business processes, understand both the big picture and small details of a CRM system, work collaboratively to define business objectives and strategy—then translate on that strategy to CRM best practices.

Full Job Description

Work with the Director of Revenue Operations to build HubSpot reports to measure various sales, marketing, and operation service efforts.
Collaborate with stakeholders to maintain reports and dashboards that provide insights into sale, marketing and operations performance and key metrics.
Identify trends and resolve challenges and issues within the revenue operations systems and processes with the goal of improving the user experience while driving productivity, scalability, and revenue.
Help develop documentation, manuals, and training materials on RevOps systems and processes.
Participate in system implementation projects including but not limited to requirements, documentation, systems configuration, test documentation/execution, issue identification and resolution.
Help troubleshoot issues within HubSpot and escalate as needed.
Assist in data management and governance across the RevOps ecosystem, including auditing and cleaning up data, working with team members on data best practices, and helping to establish data governance rules and procedures.
Keep abreast of new HubSpot features and functionality and industry trends and best practices in revenue operations.

Requirements and Skills

Minimum of 2 years’ experience in a customer-centric business environment with administrative responsibilities.
Minimum of 1 year Administration experience with a CRM
HubSpot Sales Software Certification Required.
Strong understanding of the HubSpot platform, with the ability to build custom reports, leverage data sets, workflows, custom views. (understanding HubSpot workflows, sequences, and playbooks a BIG PLUS).
Strong analytical and problem-solving skills, with experience using data and analytics to improve revenue and inform strategy.
Strong project management skills, with the ability to prioritize and manage multiple tasks and projects.
Excellent communication and collaboration skills, with the ability to work effectively with a team and across the organization.
Flexibility and adaptability to change.
A desire to learn and grow in the revenue operations field, and a willingness to continuously improve and develop skills.
Experience working with outside systems that integrate with CRMs (e.g., other CRM systems, phone systems, databases, etc.).
Self-motivating, able to assume responsibility and work autonomously in a professional manner.
Excellent written and verbal communication skills.

Core Competencies:

Passionate about helping others.
Thrive in a win together mindset.
Creative problem solving, always looking to be better than yesterday.
Display initiative through curiosity.
Welcomes new challenges with a glass half full mentality.
Practices empathy and respect.

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Revenue Operations Specialist