Teams at Lean Layer

Designs and implements pipeline management, forecasting, sales planning, territory and quota models, CRM workflows, dashboards, and operating cadences for B2B clients. Partners with CROs, sales leaders, and RevOps teams to diagnose business problems, configure systems, automate processes, improve forecast accuracy, and lead client projects from discovery through implementation and training.

Designs and implements demand orchestration, outbound prospecting, lead management, routing, enrichment, CRM integrations, and GTM automation for clients. The role combines hands-on technical implementation with consulting, including requirements gathering, solution design, testing, documentation, training, troubleshooting, and system optimization. The specialist works across Salesforce, HubSpot, Clay, sales engagement platforms, intent tools, APIs, automation platforms, and AI workflows while contributing to internal implementation methods and educational content.

Design and implement attribution, source tracking, CRM integrations, ROI measurement, funnel reporting, and sales performance systems for B2B clients. Consult with revenue leaders, define metrics, build and validate reporting across marketing, sales, CRM, advertising, and BI platforms, troubleshoot data quality issues, document solutions, and train client teams. Contribute to implementation methodologies, technical content, automation, and AI-enabled data validation and analysis.