What are the responsibilities and job description for the Sales / Revenue Operations Specialist - Hubspot position at Simplex?
Job Description
Job Description
This is a 100% remote position based anywhere in the US except the following states which we cannot hire in : CA, DC, MT, HI, or NY.
Our client is looking for a Sales / Revenue Operations Specialist with strong Hubspot experience to join our growing team. We are a healthcare technology company leveraging proprietary Artificial Intelligence (AI) solutions to improve the lives of healthcare providers.
This role is needed to help build, maintain, and optimize the systems and processes that enable our go-to-market teams to work efficiently and effectively. You'll focus on key areas such as data / lead management, reporting, process improvement, sales tool management, and territory management to ensure all revenue-generating teams are aligned and empowered to meet and exceed their goals. Experience with Self-Serve and Product-Led Growth (PLG) strategies is highly preferred.
Responsibilities
- Deliver optimized outbound leads to the SDR and Sales teams, ensuring leads are properly scored and prioritized for the highest conversion rates.
- Assist in managing and optimizing Hubspot CRM and other sales / marketing tools to ensure accurate data collection, automation, and streamlined workflows.
- Work closely with sales leadership to set up and enforce rules of engagement for territory / account management, ensuring automation in the CRM aligns with these rules for SMB and Mid-Market (MM) teams. Enterprise will use geographical territories.
- Implement and manage lead scoring models, lead routing, and automation rules to ensure maximum efficiency and alignment with sales leadership directives.
- Ensure HubSpot instance is optimized for the sales team’s workflows, including setting up features like Leads, Products, and Contracts.
- Contribute to the development and execution of Self-Serve or PLG strategies, ensuring the company’s systems and operations support a seamless customer journey from trial to purchase.
- Create and maintain dashboards and reports that provide visibility into key performance metrics such as pipeline health, conversion rates, sales velocity, and customer retention.
- Analyze revenue data to provide insights that support decision-making across the organization.
- Support forecasting and budgeting efforts by providing historical trends and scenario analyses.
- Identify inefficiencies in current revenue operations processes and implement scalable solutions that improve workflow and productivity.
- Develop and enforce best practices around data hygiene, pipeline management, and reporting accuracy.
- Collaborate with sales leaders to optimize sales processes and enhance rep productivity by ensuring that they have the right tools, resources, and systems in place.
Minimum Requirements
Preferred :
