Role Overview
We’re hiring a Senior Revenue Operations Manager to drive process excellence, CRM optimization, and cross-functional alignment across Sales, Marketing, and Delivery. You’ll turn data into action, tools into growth, and systems into scalable engines.
This is a key role for someone who loves operations, thrives in fast-paced environments, and understands how to drive efficiency without losing speed.
Key Responsibilities
CRM Management (HubSpot)
- Own all HubSpot CRM configuration, fields, permissions, and workflows
- Automate revenue processes to reduce manual effort and improve accuracy
- Monitor CRM hygiene and enforce data standards across teams
- Update targets and performance metrics in CRM based on leadership input
- Design scalable systems for tracking pipeline, forecasts, and revenue performance
Revenue Process Design
- Streamline how leads, opportunities, and customers move through each lifecycle stage
- Build SOPs, sales playbooks, and documentation to align Sales, Marketing, and Delivery
- Set up and manage sales tools that support outbound, inbound, and expansion motions
- Standardize reporting and forecasting across all active growth channels
Cross-Team Enablement
- Assist in tiered deal distribution across global sales and solutioning team understanding immediate inbound opportunity and potential buying power
- Coordinate with Sales, Marketing, and Customer Success to ensure shared data flows
- Communicate system changes clearly and proactively
- Train teams on new workflows, dashboards, and revenue systems
- Own documentation and onboarding for all revenue-related tools
Reporting & Insights
- Build and maintain HubSpot dashboards for pipeline, conversion, and performance
- Create custom reports that surface trends and bottlenecks
- Deliver actionable insights to leadership to guide strategic decisions
Automation & Integration
- Build and maintain workflows using Make, Zapier, or n8n
- Integrate HubSpot with internal tools and third-party systems
- Test and troubleshoot automations regularly to ensure reliability
Technical Operations
- Manage HubSpot private apps, API access, and permissions
- Support event tracking, basic dev support, and integration troubleshooting
- Ensure secure, compliant use of CRM and connected systems
What You Bring
- 5+ years of experience with strong HubSpot CRM experience, including automation and reporting
- Hands-on experience with Make, Zapier, or similar tools
- Ability to map business needs to scalable systems
- Clear communicator and strong collaborator across departments
- Comfortable owning systems end-to-end—from idea to implementation
- Bachelor's degree in Business Administration, Finance, Information Systems, Marketing, and Data Analytics or Statistics preferred but not required
- Working knowledge of HubSpot APIs and app integrations is a plus +
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What We Do
Founded in 2015, Helpware is a company taking a modern approach to the outsourcing industry. We created the company to change perceptions of what outsourcing is and can be, and we did that by building amazing cultures in each of our locations, and by simply treating our employees better. With Helpware, we are all a team and family, and you'll see that true difference when partnering with us. Helpware builds customized teams in Customer Service and Back Office for industry-leading startups and modern companies. With offices in California, Colorado, Kentucky, Ukraine, Philippines, Germany, and Mexico, we have the global scale to tailor custom teams and processes for success to our many powerhouse clients. Helpware has grown over the years, initially catering to startup client partners, and has now evolved into creating client partnerships with large enterprises as well.
