Sr. Project Intake Consultant (RevOps Strategy)
Skills
- Minimum 5 years experience in RevOps, ideally in client-facing and strategic roles
- Hands-on HubSpot configuration and demoing across multiple hubs
- Basic Salesforce administration understanding
- Familiarity with data migrations, mapping, and platform feasibility assessments
- Experience with process mapping tools (Lucidchart or comparable)
- Strong written and verbal communication; executive-level presentation skills
- Project scoping, intake assessment, and documentation skills
- Ability to work independently and collaborate across cross-functional teams
Responsibilities
- Meet with clients to gather requirements, present recommendations, and capture RevOps technology needs
- Evaluate business operations and identify inefficiencies with recommended solutions
- Translate client objectives into HubSpot and RevOps strategic roadmaps considering existing systems and integrations
- Prepare strategy deliverables: process maps, audits, gap analyses, and user stories
- Update dashboards, workflows, and reports; provide regular status, risks, and issues reports to leadership
- Assess project feasibility and scope engagements based on technical, operational, and strategic fit
- Maintain documentation, templates, and scalable processes for strategy engagements
- Manage handoffs from strategy to delivery services and track deadlines/action items
- Build HubSpot demo environments and configure sample pipelines, workflows, reports, and dashboards
- Present solutions and feasibility findings to client executive teams and stakeholders
Education
- Bachelor's degree in Business, Information Systems, Marketing, or related field preferred (or equivalent experience)
- HubSpot certifications and/or project management certification(s) preferred
- Continuous learning mindset with relevant RevOps training or certificates
Benefits
- Competitive salary and remote-first work environment
- Opportunities to work with Private Equity-backed and high-growth clients
- Professional development and certification support
- Flexible schedule and paid time off
- Inclusive, diverse workplace and equal opportunity employer
Average salary estimate
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