RevOps Lead

The role

You will be the primary point of contact for clients, leading initiatives across the revenue engine. You will audit CRM systems, design workflows, and lead cross-functional teams to solve RevOps challenges.

What you will do

• Audit CRM systems to ensure data accuracy and drive efficiency
• Design, implement, and optimize flows and workflows within the CRM
• Act as the CRM admin for customers when necessary
• Collaborate with stakeholders to streamline tools and systems
• Run ad-hoc and recurring calls including setting agendas and pulling in stakeholders
• Lead cross-functional teams to align on goals and deliverables
• Conduct detailed client discovery sessions to understand needs
• Collaborate with internal teams to develop actionable plans
• Anticipate potential obstacles and develop resolution strategies
• Analyze operational and sales data to uncover trends and measure success

Required qualifications

• Demonstrated success in Sales Operations, Marketing Operations or Revenue Operations roles
• Experience with Salesforce and HubSpot as an administrator
• Comfortable with custom objects, building workflows/flows, creating validation rules, and building reporting
• Strong business analytical skills
• Experience using tools like Tableau, Looker, or other BI platforms
• Ability to build fast proofs of concepts
• Ability to assess operational maturity of an org and recommend build approach
• Knowledge of how AI is evolving in go-to-market and revenue operations
• Ability to drive cross-functional work forward without direct reporting authority
• Ability to conduct comprehensive discovery sessions with clients
• Expertise in summarizing and articulating client problems
• Accountability to outcomes and ability to assess quality of a technical build

About the company

Lean Layer is the #1 Rated RevOps Agency on G2. They are a consulting team that values curiosity, ownership, and impact.