Roles and Responsibilities

1. Reports and Dashboards:

Analyze sales, marketing, and customer data to identify trends, opportunities, and areas for improvement.
Develop and maintain reports and dashboards in HubSpot and Power BI, providing actionable insights to management.
Build and customize HubSpot automation using workflows, sequences, and reports.
Review data regularly and provide actionable insights to the management team.
Perform ad hoc analyses to address specific problem statements.

2. Tools and Integration:

Manage the GTM tech stack, optimizing data infrastructure and integrating tools with CRM systems using APIs.
Monitor and evaluate cost-effective tool alternatives to enhance system and process efficiency.

3. Data Systems & Infrastructure:

Lead initiatives to address data structure challenges as part of continuous improvement.
Collaborate with internal stakeholders to align data management setups and streamline revenue processes.
Ensure data accuracy and consistency by upholding data governance best practices for a clean and reliable database.

4. Reporting and Documentation:

Document process changes and improvements, updating the Rules of Engagement (ROE) document for GTM reference.
Identify and implement process improvements to enhance efficiency and effectiveness.

Qualifications:

1-2 years of experience in Revenue Operations, Sales Operations, Business Operations, Data Analysis, or a related role.
Experience with CRM systems and advanced integration knowledge using APIs.
Proficiency in data analysis and visualization tools (e.g., Excel, Google Sheets, Power BI).
Strong analytical and problem-solving skills, with the ability to work with large datasets.
Excellent communication and collaboration skills. Detail-oriented with a focus on accuracy and process improvement.
Adaptable to a rapidly changing work environment with a strong work ethic and ownership mindset.
A proactive, solution-oriented approach to problem-solving. Experience in SaaS is a bonus.

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