Workiz Benefits Overview

Manage revenue operations for Sales and Customer Success by resolving CRM requests, improving processes, maintaining clean data, owning lead routing and lifecycle workflows, building reports and dashboards, and automating repetitive tasks. The role requires deep HubSpot expertise, AI-enabled process automation, strong analytical and communication skills, and collaboration across go-to-market teams in a hybrid San Diego environment.

Own paid acquisition strategy and performance across Meta, Google, TikTok, and emerging channels. Manage substantial budgets, CAC and ROAS targets, full-funnel campaigns, attribution, dashboards, tracking infrastructure, and conversion optimization. Test new channels and creative approaches while partnering with creative, product marketing, and sales to drive growth and communicate performance insights to leadership.

Leads SaaS sales strategy and revenue growth while managing Account Executive and SDR teams. Responsibilities include coaching, pipeline generation, prospect engagement, discovery calls, product demonstrations, contract execution, quota and KPI management, market analysis, cross-functional collaboration, partnership development, and sales reporting. The role requires building go-to-market strategies and closing SMB, mid-market, and enterprise deals in the field-service technology sector.