Shape the foundation of revenue operations by owning the systems, data, and workflows that drive performance across Sales, Marketing, and Customer Success. This role is central to ensuring that revenue-generating teams have reliable tools, clean data, and automated processes that scale with the business.
Key Responsibilities
- Lead end-to-end management of the CRM, centered on HubSpot, ensuring it aligns with current operations and future growth across Business Development, Sales, and Customer Success.
- Design and maintain pipeline structures, lifecycle stages, handoff rules, and ownership models to reflect go-to-market strategy.
- Define and manage data properties critical for reporting, forecasting, attribution, and downstream workflows.
- Ensure seamless routing of leads, accounts, and deals to the right teams at the right time.
- Establish the CRM as the trusted source of truth for revenue data across the funnel.
- Develop and maintain dashboards that track pipeline performance, conversion rates, and team-level results.
- Deliver actionable reports to leadership teams in Sales, Customer Success, and the executive group.
- Design and manage attribution logic to accurately reflect contributions across Sales, Marketing, and Customer Success.
- Enforce data integrity through ongoing maintenance, validation, and governance practices.
- Surface insights from funnel data to guide strategic focus and operational improvements.
- Oversee the full revenue tech stack, including tool selection, configuration, and integration strategy.
- Manage integrations between Sales, Marketing, and Customer Success platforms to ensure consistent data flow.
- Build and maintain automations that reduce manual effort, improve accuracy, and enforce process adherence.
- Set standards for stage progression, lifecycle changes, and reporting logic across teams.
- Identify and implement workflow optimizations to increase team efficiency and scalability.
- Collaborate closely with Sales, Marketing, and Customer Success to support execution, visibility, and accountability.
- Partner with Marketing on campaign performance, funnel analytics, and attribution modeling.
- Support Customer Success in areas tied to revenue, retention, and expansion reporting.
- Coordinate with Finance to provide inputs for commissions, invoicing triggers, and revenue recognition, without managing financial systems directly.
Required Qualifications
- Proven experience managing HubSpot CRM, including pipelines, lifecycle models, properties, reporting, and automation workflows.
- Strong familiarity with modern revenue operations tools and a track record of improving data quality and process efficiency.
- Skilled in identifying automation opportunities to reduce manual work and standardize operations.
- Resourceful in overcoming system limitations through configuration, integrations, or complementary tools.
- Deep attention to data structure, flow, and integrity across platforms.
- Ability to extract meaningful insights from complex datasets and communicate them clearly.
- Experience building dashboards and reports that inform real business decisions.
- A self-starter with a commitment to ownership, follow-through, and sustainable solutions.
Work Environment
This is an onsite role in Toronto, ON, with a hybrid model requiring 2–3 days per week at the office located near Adelaide and Spadina. Occasional travel may be needed for customer meetings, partner discussions, or industry events.
Benefits
- Health Benefits: Full coverage for dental, vision, physical, and mental health, plus a health spending account for additional wellness needs.
- Retirement Savings: Group RRSP program to support long-term financial planning.
- Professional Development: Annual budget dedicated to learning and career growth.
- Work-from-Home Stipend: Financial support to set up and maintain a productive remote workspace.
- Holiday Office Closure: Company-wide shutdown for 1–2 weeks during the year-end holidays.
- Company Retreats: Onsite team gatherings focused on collaboration, strategy, and team connection.
Company Culture
The organization values fairness, inclusion, and human-centered practices. Hiring is conducted without AI-based assessment tools. The process is designed to be accessible, equitable, and free of barriers. All qualified applicants are encouraged to apply, and accommodations are available upon request.
This is an equal opportunity workplace. Employment decisions are made without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. The company is committed to building an inclusive environment for all employees.
