Shaip is hiring a hands-on Revenue Operations Specialist to support the Sales team by administering and optimizing our GTM tool stack and ensuring strong execution, accurate reporting, and effective tool usage across the team. This role will configure workflows (admin-level), maintain CRM data hygiene, produce recurring/ad-hoc reports for Sales and Marketing, and run structured tool training for Sales users.
1) GTM tools administration and workflow configuration (admin-level)
- Own day-to-day administration of HubSpot CRM, including user access, pipelines, lifecycle stages, properties, automation/workflows, sequences (if used), lead routing support, and governance.
- Configure and maintain core objects and processes: Contacts, Companies, Deals, Activities, custom properties, forms/UTMs alignment (as needed), and stage definitions.
- Support Apollo administration and usage: list building standards, enrichment/exports, ICP targeting support, governance, and ensuring clean import practices into HubSpot.
- Administer Gong for call recording and insights: user setup, library structure, basic dashboards/trackers, and ensuring coverage/usage for key meetings.
- Manage Paperflite workspace structure: asset organization, trackable links/templates, engagement analytics, and alignment of content mapping to funnel stages.
- Own Responsive (RFP platform) operations: intake workflows, user access, content/Q&A library hygiene, tagging, and reporting on turnaround time and reuse.
2) Reporting, dashboards, and insights (Marketing-aligned reporting)
- Build and maintain recurring dashboards and reports (weekly/monthly) for Sales + Marketing, including:
- Pipeline health, stage conversion, win/loss, deal aging, forecast hygiene
- Lead funnel visibility (MQL/SQL definitions where applicable), source performance, speed-to-lead/response SLAs
- Activity metrics (calls/emails/meetings), outreach performance (Apollo), and call insights (Gong)
- Content engagement (Paperflite) and RFP metrics (Responsive)
- Own the “single source of truth” definitions for key KPIs and ensure consistent reporting across Sales and Marketing.
3) Data hygiene, governance, and process standardization
- Maintain CRM cleanliness: required fields, naming conventions, duplicate management, and stage entry/exit criteria.
- Create and maintain SOPs and documentation for Sales processes: lead handoff/routing, pipeline stages, activity logging, RFP workflow, and content sharing.
4) Enablement (training and best-practice guidance)
- Conduct structured enablement for Sales users on HubSpot, Apollo, Gong, Sales Nav, Paperflite, and Responsive (new hire onboarding + periodic refreshers).
- Track tool adoption and usage, identify gaps, and propose improvements to increase efficiency and consistency.
5) Stakeholder management and vendor coordination
- Partner with Sales leadership on pipeline/process improvements and tool adoption.
- Partner with Marketing leadership on reporting requirements and funnel visibility.
- Coordinate with tool vendors for troubleshooting, permissions, and feature enablement when needed.
Required
- 3–5 years of experience in Sales Operations / RevOps / GTM Ops / Enablement Ops with strong execution ownership.
- Hands-on HubSpot admin experience, including workflows/automation and reporting.
- Experience with Apollo (segmentation, list building, enrichment, exporting/importing governance).
- Strong reporting skills: dashboards, KPI definitions, data extraction, and Excel/Google Sheets proficiency.
- Experience training Sales teams on tools and processes.
- Experience with Gong, Responsive (RFP), Paperflite, and LinkedIn Sales Navigator.
- Familiarity with lead lifecycle design, routing concepts, and attribution basics.
- Exposure to B2B sales environments (SaaS/services/AI/data solutions).
HubSpot, Apollo, Gong, Responsive, LinkedIn Sales Navigator, Paperflite (and related GTM tools as needed)
