About The Role
As DealRoom’s Revenue Operations (Rev Ops) Specialist, you’ll be in a cross-functional role to enable alignment, clarity, and execution across Marketing, Business Development, Sales, and Customer Success. You’ll report to our Director of Growth and Revenue Marketing and work inside HubSpot daily to support the dashboards, reports, processes, systems, data hygiene and scalable workflows that accelerate pipeline generation and conversion. Plus, you’ll champion automation and AI tools that improve GTM performance.
This role is perfect for someone with a proven track record of structured thinking, complex problem solving, and who gets satisfaction from building scalable processes. We are looking for someone who wants to grow into a strategic RevOps team member in B2B SaaS.
About Us
We’re a fast-growing B2B SaaS company transforming how Corporate Development teams manage M&A transactions. We are on a mission to disrupt M&A for good. Our software transforms how teams execute M&A and eliminates friction in the deal process, helping Corporate Development teams move faster and smarter. We’re a fast-growing, multi-product SaaS company —primarily focused on selling to financially oriented leaders in corp dev, strategy, and finance.
Core Responsibilities:
CRM & Data Integrity
- Support our HubSpot CRM hygiene, segmentation, and enrichment to ensure accurate lead routing, personalized outreach, and reporting.
- Conduct regular audits and implement data cleanliness protocols to maintain reliable inputs across GTM efforts.
- Maintain the accuracy of data that will be used for personalization tokens and deduplication standards to improve campaign quality.
Reporting & GTM Readiness
- Maintain HubSpot reporting, dashboards, and operational SLAs around campaign handoffs, CRM updates, and tooling improvements.
- Support pipeline accuracy by enforcing clear stage definitions, exit criteria, and real-time stage hygiene.
- Roll out tested improvements to inbound workflows, sales enablement content, and GTM playbooks.
GTM Alignment & Execution
- Improve the efficiency of the go-to-market team, including Marketing, Business Development, Sales, and Customer Success.
- Track and improve connect/conversion rates with field-informed collateral and workflow improvements.
- Support the roll out of new HubSpot CRM process changes with documentation and communication for the sales team.
Tech Stack & Workflow Optimization
- Own and evolve HubSpot, Clay, and supporting sales/marketing tools to maximize GTM performance.
- Implement automation workflows that reduce manual work and increase go-to-market team efficiency.
- Evaluate and pilot emerging AI tools (e.g., Gong AI, HubSpot AI, ChatGPT integrations) to improve workflow efficiency across GTM teams, and maintain a best-in-class library of GTM AI prompts.
- Collaborate with stakeholders to identify inefficiencies and recommend AI-powered solutions that drive measurable impact for sales and marketing.
Who You Are
You’re a systems thinker who thrives at the intersection of marketing strategy, sales execution, and technology. You care deeply about clean data, repeatable workflows, and measurable outcomes. You’re hands-on, detail-obsessed, and love turning ambiguity into operational clarity.
Skills & Qualifications
- 1–2 years of RevOps or GTM operations experience
- 1–2 years of experience in HubSpot CRM (Professional/Enterprise Tiers)
- Knowledge of tools like Clay, Gong, and data enrichment platforms
- Proficient in building and maintaining dashboards, reports, workflows, sequences, and sales assets.
- Passion for automation, data integrity, and continuous improvement
- HubSpot Certifications (Required by Start Date):
- HubSpot Revenue Operations
- HubSpot Sales Software
- HubSpot Reporting
- Inbound Marketing Optimization
Traits That Set You Apart
- Process-Oriented: You bring structure to chaos and are always looking to optimize.
- Cross-Functional Communicator: You speak marketing, sales, and CS fluently.
- Hands-On Operator: You don't just suggest solutions—you implement them.
- Detail-Obsessed: You spot issues before they become problems.
- Iterative Learner: You embrace feedback and test smarter ways to work.
- AI-Curious: You experiment early and often with forward-thinking tech.
Our Values:
Our culture is the heart of our success and our values guide everything we do at DealRoom.
Deliver the WOW!
We always WOW our customers, partners, and teammates. How? By being faster - faster to respond, faster to plan, and faster to execute. By pushing for continuous improvement, innovation, and growth in everything we do. And by disrupting the status quo (in a good way) to deliver solutions and experiences that WOW.
Be Kind and Direct!
We are a team. We trust, support, and care deeply about each other. We assume positive intent. We collaborate, debate, and disagree and commit. We treat each other the way we ourselves would want to be treated (golden rule). And being kind also means we are open, honest, and direct with one another at all times by communicating with radical candor.
Own It!
We take pride in what we do and our desire to win. We love being accountable for delivering results - and when we encounter obstacles, we always find a way. We have fun and get shit done. We’re smart about how we spend our time and money (frugal, not cheap). And we operate with the greater good of our customers and the company in mind.
Benefits and Perks:
- Wellness: PTO, 100% company paid medical, dental, and vision insurance, FSA/HSA options, as well as 401k + matching for our employees!
- Invested in your future: We believe it's important to be rewarded for the value you bring to DealRoom! Eligible employees enjoy new hire equity and a quarterly bonus or commission program.
- Continuous learning: We encourage leading with curiosity and support various learning opportunities to enhance your skills!
- Feedback culture: Constructive feedback is valued and used as a tool for growth!
- Location: Recently settled into a beautiful Boston office for collaborative growth and development!
- Inclusive: We celebrate & embrace diversity in all of its forms including race, gender, age, sexual orientation, religion, disabilities, and more. We ensure that every member of our team has equal access to opportunities, resources, and career advancement, regardless of their background!
- Reimbursement for AI Skills Development
Work Authorization Requirement: Applicants must be authorized to work in the United States without the need for current of future visa sponsorship.
