GTM Specialist, Pipeline, Forecasting, Operating Cadence

Job not on LinkedIn

🔥 2 minutes ago

🌐 United States, Brazil, +1 more countries – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

🎁 Product Marketing

Where this job comes from

Posted on Lean Layer's careers page, not through a job board

First seen by Remote Rocketship 2 minutes ago

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Logo of Lean Layer

Lean Layer

11 - 50 employees

Founded 2019

📣 Marketing

📦 Logistics

💼 Consulting

Marketing • Logistics • Consulting

Lean Layer is a fractional RevOps, GTM, and business intelligence services firm that helps B2B companies optimize revenue technology, analytics, and go-to-market strategy. They implement and maintain CRM and RevOps infrastructure (primarily Salesforce and HubSpot), build custom revenue analytics and reporting, and help operationalize revenue strategy — acting as an extension of clients' teams to improve forecasting, conversion, and pipeline growth. Lean Layer offers fractional experts, workshops, and hands-on execution to drive measurable revenue outcomes.

📋 Description

• Design and implement sales processes, opportunity stages, qualification criteria, and pipeline management workflows • Configure Salesforce or HubSpot for opportunity management, required data capture, pipeline hygiene, and sales handoffs • Build automated workflows that flag stalled opportunities, missing information, overdue close dates, and other pipeline issues • Improve pipeline inspection, deal management, and sales process adoption with sales leaders • Design and implement forecasting processes, forecast categories, submission rules, rollups, and management reporting • Configure and improve Salesforce Forecasting, Clari, BoostUp, or similar forecasting platforms • Establish weekly forecast reviews, pipeline reviews, deal inspection processes, and management operating cadences • Build reporting, dashboards, templates, and processes supporting sales reviews and leadership decisions • Automate forecast preparation, pipeline reporting, and follow-up actions • Build sales capacity, territory, account coverage, and quota planning models • Configure territory and account assignment rules and automate updates • Connect sales plans, quotas, and forecasts to CRM and reporting systems • Use automation and AI to reduce manual work and improve sales-operations accuracy and consistency • Support pricing, CPQ, or deal approval projects when relevant • Work directly with CROs, sales leaders, and RevOps teams to understand business challenges • Assess systems, data, and processes; identify gaps; and recommend practical solutions • Independently lead client projects from discovery and design through implementation, testing, and handover • Collaborate with Lean Layer’s RevOps Consultants and GTM Specialists across client engagements • Document solutions, establish processes, and train client teams • Develop Lean Layer’s implementation approaches, templates, and best practices • Share technical knowledge and practical experience with the consulting team • Contribute to Deep Dive workshops, courses, and practical learning content • Stay current on forecasting technology, sales planning tools, and AI opportunities in sales operations

🎯 Requirements

• 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, including forecast submissions, manager rollups, pipeline inspection, and leadership reporting • Experience implementing or administering Salesforce Forecasting, Clari, BoostUp, or similar platforms • Strong Excel or Google Sheets skills, including forecasting, sales capacity, territory, and quota planning models • Experience establishing 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 • Able to show forecasting models, CRM workflows, dashboards, or sales planning systems personally built and explain how they work • Preferred: experience supporting high-growth B2B SaaS companies • Preferred: consulting or agency experience across multiple client environments • Preferred: HubSpot CRM, CPQ, pricing, deal desk, discount approvals, quote-to-cash, territory management or sales planning platforms • Preferred: familiarity with n8n, Zapier, Make, SQL, Python, or educational content development • No U.S. visa sponsorship or transfers currently offered

🏖️ Benefits

• Applications welcome from Canadian and Brazilian residents • Hiring outside the United States through full-time contractor arrangements • Opportunities to work across different B2B companies and influence sales organizations • Contribution to Deep Dive workshops, courses, and practical learning content

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