You will own the revenue engine end to end: the data, systems, and market intelligence that turn private equity accounts into pipeline and pipeline into revenue. This role sits at the center of Sales, Marketing, Finance, and Leadership.
Responsibilities
- Own CRM architecture ([HubSpot]), pipeline hygiene, and deal workflows as the single source of truth.
- Build forecasting and pipeline reporting that leadership uses to make decisions.
- Find and fix leaks across the funnel, from first touch to closed deal.
- Design and ship enrichment, scoring, and outreach workflows using Clay, n8n, Make, or similar tools.
- Connect the GTM stack so data moves cleanly between CRM, enrichment, and engagement tools.
- Replace manual research and data work with scalable, automated systems.
- Segment PE firms by fund size, strategy, sector, and geography to prioritize accounts.
- Map buying committees across deal teams, finance, and portfolio operations.
- Build signal-based prospecting from fundraises, new deals and debt maturities.
- Turn research into persona, channel, and messaging plays for Sales.
Revenue Operations
GTM Systems and Automation
PE Market Intelligence
Requirements
- [4 to 8] years in Revenue Operations, Sales Operations or GTM Operations in B2B SaaS.
- A track record of building GTM automations that are live and in use, not just planned.
- Strong CRM expertise in HubSpot or Salesforce.
- Experience applying AI tools or LLMs to real GTM workflows.
- Sharp analytical thinking, with the ability to turn data into a clear recommendation.
- SQL, Python or API skills.
- Experience selling into or researching private equity, private credit or financial services.
- Familiarity with Apollo, ZoomInfo or LinkedIn Sales Navigator.
Must Have
Good to Have
Skills Required
- 4 to 8 years of experience in Revenue Operations, Sales Operations, or GTM Operations in B2B SaaS
- Track record of building GTM automations that are live and in use
- Strong CRM expertise in HubSpot or Salesforce
- Experience applying AI tools or LLMs to real GTM workflows
- Strong analytical thinking and ability to turn data into clear recommendations
- SQL, Python, or API skills
- Experience selling into or researching private equity, private credit, or financial services
- Familiarity with Apollo, ZoomInfo, or LinkedIn Sales Navigator
What We Do
Termgrid is a category-defining operating system for deal professionals in private capital markets. The platform specializes in streamlining deal management and execution for private equity sponsors, lenders, and advisors, with a focus on private credit and direct lending. By centralizing workflows for origination, diligence, approval, closing, and portfolio management, Termgrid helps organizations improve efficiency and reduce execution risk.
