Revenue Operations Manager (HubSpot)
Core
Build and optimize HubSpot CRM workflows, automations, and integrations to support Sales and Relationship Management processes and provide reliable data reporting.
Role type
Revenue Operations Manager (CRM Specialist)
Builds
Automated sales and relationship management workflows, integrated tech stack, and operational dashboards
Domain
Fintech / Wealth Management
Required skills
HubSpot Admin, Workflow automation, API/Webhook integration, CRM data modeling, Sales process design, Technical documentation, User training
Preferred skills
HubSpot certifications, n8n/Zapier/Make experience, Regulated industry experience, CRM migration experience, JavaScript/Python basics
Technologies
HubSpot, Aircall, Google Workspace, Notion, Slack, Zapier, Make, n8n
Responsibilities
Build workflows, sequences, pipelines, and lead routing; Translate business requirements into HubSpot logic; Connect HubSpot with external tools via APIs/webhooks; Develop sales process and success metrics; Create reports and dashboards; Manage users, permissions, and documentation; Train colleagues on HubSpot usage
