
11 - 50 employees
We are the leading provider of business payment technology. We provide cutting-edge Fintech solutions for seamless corporate payments.
🔥 0 minutes ago
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11 - 50 employees
We are the leading provider of business payment technology. We provide cutting-edge Fintech solutions for seamless corporate payments.
• Build and maintain dashboards and reports across the sales funnel (MQL → SQL → Opportunity → Closed Won) • Diagnose and solve revenue challenges using data—understand why conversion drops at specific stages, how compensation changes impact velocity, what drives forecast misses • Proactively surface revenue insights (not just respond to asks) "Here's a pipeline coverage problem emerging and here's how to fix it" • Deliver monthly revenue insights and strategic recommendations to Sales, Marketing, and Success leadership • Own the forecasting workflow end-to-end: design the process, support monthly forecasting cycles, conduct variance analysis (forecast vs. actuals) • Identify why forecasts miss and recommend improvements to increase accuracy (90%+ target) • Support board reporting and executive-level forecasting conversations • Audit CRM regularly to identify data quality issues and gaps • Document data standards and best practices; train Sales and Marketing teams on proper CRM usage • Build HubSpot workflows and automation to prevent bad data from entering the system • Drive adoption of data hygiene practices cross-functionally • Document and standardize sales processes (qualification criteria, pipeline stages, deal progression) • Identify inefficiencies in the revenue lifecycle and recommend improvements • Track compensation model impact on sales performance and outcomes • Own HubSpot configuration and optimization (custom properties, lifecycle stages, workflows, automation, integrations) • Partner with leadership on systems improvements and tooling decisions
• 5-7 years in Revenue Operations, Sales Operations, Business Operations, or similar analytical GTM role (with demonstrated ownership of pipeline reporting, forecasting, or process optimization) • Deep HubSpot expertise: Custom properties, workflow automation, lifecycle stage design, reporting/dashboards, integrations. You should be able to customize HubSpot without consulting the knowledge base • Advanced Excel / Google Sheets skills (pivot tables, complex formulas, scenario modeling) • Proven ability to improve forecast accuracy and pipeline visibility • Strong analytical and problem-solving skills; ability to explain variance and diagnose root causes • Excellent communication skills; ability to translate data insights into clear, actionable recommendations for non-technical stakeholders.
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