Responsibilities
- CRM Administration & Lifecycle Configuration - Administer and maintain our CRM including objects, fields, validation rules, workflows, permissions, and reporting structures
- Configure and maintain lifecycle models across: Enterprise B2B pipeline, Partner and referral driven opportunities, and Direct to parent enrollment journeys
- Define and enforce stage criteria to reduce pipeline stalling and ambiguity
- Maintain routing logic that supports clear ownership across SDRs, AEs, Partnerships, and CS teams
- Modern GTM Stack Management Administer and integrate systems across a modern AI native GTM stack including: CRM platform (Hubspot; Salesforce), Clay for enrichment, outbound intelligence, and workflow automation, Sales engagement platforms, Marketing automation systems, Call intelligence tools, Data enrichment providers, Attribution and analytics platforms
- Ensure clean data flow between systems and eliminate manual reconciliation
- Maintain documentation of system architecture and integrations
- Pipeline Integrity & Attribution - Maintain accurate lead source and channel attribution across inbound, outbound, partner, and community channels
- Ensure marketing to sales handoffs are measurable and clean
- Identify and resolve lifecycle and attribution errors that distort reporting
- Support clear funnel visibility across both B2B and Direct to Parent motions
- Forecasting & Commercial Visibility - Build and maintain dashboards for Pipeline health and velocity, Conversion rates across enterprise and Direct to Parent funnels, Partner sourced contribution, Forecast accuracy
- Reduce spreadsheet dependency across leadership
- Support forecasting models and quota visibility
- Automation & Sales Productivity - Build automation that reduces manual data entry and hygiene burden
- Implement validation guardrails to improve data integrity
- Streamline handoffs between Marketing, SDR, AE, Partnerships, and Enrollment
- Support outbound automation logic and enrichment workflows within Clay
- Document workflows to support onboarding and scale
- Cross Functional Partnership Partner closely with: Leadership team, Growth and Marketing, Sales and Customer Success, Partnerships, Product
Requirements
- 5 to 8+ years in Sales Operations, RevOps, GTM Systems, or Commercial Operations
- Hands on CRM administration experience and sales automation systems
- Experience managing modern GTM stacks including tools such as Clay
- Strong understanding of lifecycle modeling and pipeline management
- Experience building automation and routing logic
- Comfort working directly with sales teams and improving rep productivity
- Experience building forecasting infrastructure
- Strong analytical skills and attention to detail
Nice to Have
- Experience in healthcare or other regulated industries
- Experience supporting multi motion environments including B2B, D2C, and B2B2C
- Experience working in high growth or AI native environments
Benefits
- stock options
- health benefits
- 401(k) plan
- 4 weeks of PTO per year
Additional Information
- All full-time employee benefits include a stake in shared success through stock options, health benefits, 401(k) plan, and 4 weeks of PTO per year.
