What are the responsibilities and job description for the Revenue & Strategy Operations position at Middesk?
About Middesk
Our goal is to make it easier for businesses to work together. Founded in 2018, Middesk is redefining business identity verification, turning a traditionally manual process into a modern, digital solution. Our platform provides accurate, timely data, empowering financial institutions and fintechs to onboard businesses faster and with confidence. Supported by Y Combinator, Sequoia Capital, and Accel Partners-and featured on the Forbes Fintech 50 List-Middesk is setting a new industry standard.
The Role
We are looking for a dynamic and results-focused individual to join our Revenue Operations team, with a focus on Top-of-Funnel (TOF) activities. This key role will work closely with our Sales and Marketing teams to ensure that our lead generation processes, and GTM tools are optimized for maximum efficiency and growth. You will be pivotal in driving data-driven decisions, designing top-of-funnel systems and enabling our GTM teams with the tools and training they need to succeed.
The ideal candidate will have at least 5 years of experience in either Sales / Revenue / Marketing Ops (or similar roles) and a deep understanding of the following tools : HubSpot, Salesforce, Gong, LeanData, LeadIQ, SalesLoft, and LinkedIn Sales Navigator. Experience with additional tools such as Channeltivity, High Touch, Sendoso, Notion, Monetize Now, and SFDC Admin certification is a plus.
What You'll Do :
- Top-of-Funnel Operations :
Pipeline Forecasting & Reporting : Own the forecasting of top-of-funnel pipeline, providing actionable insights through detailed reports and dashboards. Collaborate with the Data Analytics team to enable data-driven decision-making that optimizes lead generation, engagement, and pipeline health.
Own the provisioning of accounts and user enablement for key GTM tools, including HubSpot , Salesforce , Gong , SalesLoft and LeadIQ .
Ensure the accuracy, completeness, and segmentation of prospect and customer data in Salesforce and HubSpot for effective targeting. Confidently build and analyze reports to drive data-backed actions. Collaborate with Marketing and Events teams to upload, clean, and segment prospect lists, ensuring alignment with sales goals, industry verticals, and improved targeting.
Own the design and configuration of Salesforce for top-of-funnel activities, adapting it to support business expansion into new verticals. Build and analyze competitive insights as well as meeting / close rates to inform process improvements.
Work closely with Marketing, Sales, Events, and Data Analytics teams to ensure alignment across all top-of-funnel activities, from lead generation to qualification and handoff to sales.
Balance short-term, scrappy processes for speed with long-term vision and scalable solutions.
What We're Looking For :
HubSpot
