Revenue Operations Manager
Core
Build the 0-to-1 revenue engine (CRM, sales processes, reporting) for a new Home & Auto insurance business unit.
Role type
Revenue Operations Manager (0-1 builder)
Builds
CRM architecture, sales workflows, data dashboards, and operating processes for a new insurance line of business
Domain
Insurance / Revenue Operations
Required skills
HubSpot administration, CRM workflow design, data governance, process optimization, stakeholder collaboration, change management, reporting, system integrations
Preferred skills
Insurance industry experience, SQL/data modeling, BI tools (Looker/Tableau/Power BI), Five9/Front experience, HubSpot certification
Technologies
HubSpot, Five9, Front, Confluence, Jira, SQL, Looker, Tableau, Power BI
Responsibilities
Administer HubSpot (objects, pipelines, workflows, permissions); Design lead routing and lifecycle stages; Build dashboards for pipeline and forecasting; Manage integrations between business systems; Document processes and train teams; Analyze data to surface trends and risks
Seniority
Mid-Senior, hands-on IC