Leanlayer

GTM Specialist, Pipeline, Forecasting & Operating Cadence (Contract to Hire)

United States, Remote. Posted 22 days ago

The role

This specialist will design, build, and improve how clients manage pipeline, forecast revenue, and run sales organizations. You will work alongside RevOps Consultants and directly with clients to implement processes, tools, and reporting.

What you will do

  • Design and implement sales processes, opportunity stages, and pipeline management workflows.
  • Configure Salesforce or HubSpot to support opportunity management and pipeline hygiene.
  • Build automated workflows to flag stalled opportunities and pipeline issues.
  • Design and implement forecasting processes, including forecast categories and submission rules.
  • Configure and improve forecasting tools such as Salesforce Forecasting, Clari, or BoostUp.
  • Establish weekly forecast reviews, pipeline reviews, and management operating cadences.
  • Build sales capacity, territory, account coverage, and quota planning models.
  • Work directly with CROs, sales leaders, and RevOps teams to understand business challenges.
  • Independently lead client projects from discovery and design through implementation.
  • Help develop Lean Layer's implementation approaches, templates, and best practices.

Required qualifications

  • 6+ years of hands-on experience in Sales Operations, Revenue Operations, GTM Operations, or similar roles.
  • Deep expertise in pipeline management, forecasting, and sales operating cadences.
  • Proven experience designing and implementing sales processes, forecasting systems, and pipeline management workflows in B2B organizations.
  • Advanced Salesforce experience, including opportunity management, forecasting, CRM configuration, flows, validation rules, reports, and dashboards.
  • Hands-on experience building and running sales forecasting processes.
  • Experience implementing or administering forecasting tools such as Salesforce Forecasting, Clari, BoostUp, or similar platforms.
  • Strong Excel or Google Sheets skills, including building forecasting, sales capacity, territory, and quota planning models.
  • Experience establishing sales operating cadences, including weekly forecast reviews, pipeline reviews, and management reporting.
  • Strong understanding of SaaS sales metrics, including pipeline coverage, conversion rates, sales velocity, attainment, and forecast accuracy.
  • Experience working directly with senior sales leaders to define requirements, improve processes, and implement solutions.
  • Comfortable configuring CRM workflows and automations, troubleshooting data issues, and connecting sales systems.
  • Able to independently manage client projects and communicate recommendations, progress, and risks.

Nice to have

  • Experience supporting high-growth B2B SaaS companies with recurring-revenue sales models.
  • Consulting or agency experience across multiple client environments.
  • Experience with HubSpot CRM in addition to Salesforce.
  • Experience with CPQ, pricing, deal desk, discount approvals, or quote-to-cash processes.
  • Experience implementing territory management or sales planning platforms.
  • Familiarity with AI tools and automation platforms such as n8n, Zapier, or Make.
  • Experience using SQL, Python, or other tools for sales data analysis and automation.
  • Experience developing technical training, implementation templates, or educational content.
  • Experience working with U.S.-based B2B companies.

Before you apply

  • We do not currently offer U.S. visa sponsorship or transfers.
  • Hiring outside the United States is currently through full-time contractor arrangements.

About the company

Lean Layer is the #1 Rated RevOps Agency on G2. They are doubling their consulting team over the next year.