Roles and Responsibilities:
1. Reports and Dashboards:
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Analyze sales, marketing, and customer data to identify trends, opportunities, and areas for improvement.
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Develop and maintain reports and dashboards in HubSpot and Power BI, providing actionable insights to management.
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Build and customize HubSpot automation using workflows, sequences, and reports.
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Review data regularly and provide actionable insights to the management team.
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Perform ad hoc analyses to address specific problem statements.
2. Tools and Integration:
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Manage the GTM tech stack, optimizing data infrastructure and integrating tools with CRM systems using APIs.
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Monitor and evaluate cost-effective tool alternatives to enhance system and process efficiency.
3. Data Systems & Infrastructure:
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Lead initiatives to address data structure challenges as part of continuous improvement.
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Collaborate with internal stakeholders to align data management setups and streamline revenue processes.
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Ensure data accuracy and consistency by upholding data governance best practices for a clean and reliable database.
4. Reporting and Documentation:
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Should have good knowledge on Inbound, Outbound and Churn metrics
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Document process changes and improvements, updating the Rules of Engagement (ROE) document for GTM reference.
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Identify and implement process improvements to enhance efficiency and effectiveness.
Qualifications:
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1-2 years of experience in Revenue Operations, Sales Operations, Business Operations, Data Analysis, or a related role.
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Experience with CRM systems and advanced integration knowledge using APIs.
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Proficiency in data analysis and visualization tools (e.g., Excel, Google Sheets, Power BI).
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Strong analytical and problem-solving skills, with the ability to work with large datasets.
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Excellent communication and collaboration skills. Detail-oriented with a focus on accuracy and process improvement.
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Adaptable to a rapidly changing work environment with a strong work ethic and ownership mindset.
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A proactive, solution-oriented approach to problem-solving. Experience in SaaS is a bonus.