About this role
Planning and Modeling:
- Own annual revenue planning and monthly forecasting for enterprise customers.
- Build growth scenario models (upsell potential, pricing elasticity) and churn risk simulations.
- Conduct margin analysis by customer segment and service tier.
Process and Governance:
- Design and maintain the lead-to-cash workflow for renewals and expansions within HubSpot.
- Manage forecast process (stage progression, commit vs. best-case) and opportunity stage governance.
- Coordinate with Deal Desk on non-standard renewal pricing and contract terms.
- Document all workflows and orchestrate cross-functional handoffs (Sales to Account Management to Customer Success)
Analytics and Dashboards:
- Build and maintain executive Power BI dashboards tracking:
- Pipeline Health (coverage, velocity, win rates)
- Retention (NRR, GRR, churn by segment)
- Productivity (attainment, time-to-close)
- KPI Governance (define metrics, data dictionaries, and cadence)
Technology and Innovation:
- Serve as the HubSpot RevOps Subject Matter Expert.
- Implement AI workflow orchestration within HubSpot
- Leverage Power BI for predictive modeling, churn probability, Customer Lifetime Cycle (CLV), using DAX and integrated datasets.
- At least 5 years in Revenue/Sales Operations (B2B/SaaS preferred)
- Advanced HubSpot expertise with the ability to build custom reports, workflow automations, deal pipeline management, and property creation.
- Proven Power BI experience with DAX, data modeling, paginated reports, embedded dashboards, and business insights.
- Strong Excel skills for ad-hoc modeling and scenario analysis.
- Experience with forecasting, retention metrics, and executive presentation.
- Ability to turn complex data into simple, actionable stories.
- Ability to spot risks before they materialize.
- Desire to be in a cross-functional team environment and be the bridge between Account Managers, Customer Success Managers, and ELT priorities.
- Must have the current and continuing right to work in the United States of America without restrictions or expirations.
Tech stack
HubSpot
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