The Role
Manage pre-sales contract lifecycle and deal desk processing, perform HubSpot admin tasks, provide hands-on Salesforce administration for client projects, support short-term infrastructure project management and compliance (SOC2/ISO), and bridge HubSpot–Salesforce data to drive RevOps efficiency across internal and client workstreams.
Summary Generated by Built In
Summary of Role
We are seeking a versatile and highly adaptable RevOps and CRM Specialist to manage a multi-functional role supporting internal revenue operations, client services, and infrastructure projects. This position is designed for a proactive "utility player" who can navigate shifting weekly priorities across HubSpot and Salesforce while driving operational excellence and compliance.
Your Impact & What You'll Do
- Internal RevOps Mastery (60%): Own the pre-sales contract lifecycle and deal desk processing. Perform "light" administration for our HubSpot environment to keep the revenue engine running smoothly.
- Client CRM Administration (20-30%): Serve as a hands-on Salesforce (SFDC) Admin for client-facing projects, executing configuration tasks and supporting the broader SFDC practice.
- Infrastructure & Compliance (10-20%): Provide short-term project management for internal infrastructure teams and support the process for new compliance certifications (e.g., SOC2 or ISO) for a few hours per week.
- Cross-Functional Execution: Act as a proactive self-starter who clarifies requirements and quickly adds value across diverse internal and client-facing workstreams.
- System Synergy: Manage complex operational processes by bridging the gap between HubSpot data and Salesforce environments.
Why You'll Thrive at Execo
- Operational Versatility: You have a proven ability to manage shifting priorities across multiple systems and departments without losing attention to detail.
- CRM Proficiency: You are comfortable working in both HubSpot and Salesforce, with experience in CRM Administration, RevOps, or Deal Desk functions.
- Action-Oriented: You don't wait for instructions; you are a self-starter who drives results and seeks the clarification needed to keep projects moving.
- Clear Communicator: Strong written and verbal communication skills, essential for collaborating with internal leadership and external clients.
- Agile Learner: You possess the "proactive" DNA required to cross-train quickly and adapt to the evolving needs of a fast-growing global organization.
Skills Required
- Experience administering HubSpot (light administration)
- Hands-on Salesforce (SFDC) administration experience
- Experience in RevOps, deal desk, or pre-sales contract lifecycle management
- Ability to bridge and synchronize HubSpot and Salesforce data/environments
- Experience supporting compliance certification processes (e.g., SOC2, ISO)
- Short-term project management experience supporting internal infrastructure teams
- Client-facing experience supporting Salesforce configuration and projects
- Strong written and verbal communication skills
- Proactive self-starter who can manage shifting priorities and cross-train quickly
- Ability to work across internal and external stakeholders to clarify requirements and execute
Am I A Good Fit?
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The Company
What We Do
Execo is a next-generation legal services provider that closes the gap between legal AI investment and real results by delivering AI-powered services for contracts, compliance, and legal operations, blending technology with human expertise.
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