Responsibilities
- Serve as the primary administrator and architect for our internal HubSpot portal and integrated tech stack (ZoomInfo, PandaDoc, Vidyard, Slack).
- Ensure SmartBug’s internal portal serves as a gold standard for HubSpot usage, piloting new features before they are recommended to clients.
- Create and maintain comprehensive SOPs (Standard Operating Procedures) and flowcharts that document the "quote-to-cash" process.
- Establish and enforce strict validation rules and automated workflow to maintain a clean, duplicate-free and standardized database.
- Enforce the mandatory use of the HubSpot Product Library and accurate line item entry (billing frequency, term and unit price) on every deal to facilitate granular reporting.
- Design and build complex sales workflows that remove administrative burden, including lead rotation logic, SLA task queues, and automated contract generation.
- Automate the critical transition from "Closed Won" to project launch. Ensure Client Services receives all necessary billing and staffing data immediately upon closing, eliminating manual re-entry.
- Collaborate with the SVP to define and enforce entry/exit criteria for Deal Stages. Act as the gatekeeper to ensure the pipeline reflects reality, not optimism.
- Build the technical onboarding process for new SmartBug sales reps, ensuring they are proficient in our tools and playbook.
- Drive adoption of new tools and processes through effective change management and internal training.
- Build and maintain the dashboards used for Weekly Sales Meetings and Board Meetings, specifically tracking Forecast Accuracy and Funnel Velocity.
- Monitor conversion rates between lifecycle stages to proactively identify bottlenecks where leads are "falling out" of the funnel.
- Partner with Marketing to track the end-to-end ROI of internal campaigns, ensuring attribution data clearly identifies which channels drive our highest-value retainers.
- Analyze activity metrics to hold the team accountable, ensuring the sales force is utilizing resources and time effectively.
- Ensure 100% accuracy in reporting for all revenue types, including new business, upsells, retainer reductions and hourly out-of-scope.
- Work with finance to import and reconcile project data into HubSpot, ensuring revenue and end dates are accurately reflected on the company record.
Required Skills & Experience
- Experience: 5+ years in RevOps or Sales Ops (preferably B2B SaaS or Professional Services).
- Education: Bachelor’s degree or relevant professional experience.
- HubSpot Mastery: You must be a "Power User" who has managed a complex HubSpot portal as a super-admin. You understand the backend API limits, custom objects, and advanced workflow logic.
- Integration Fluency: Experience managing integrations with tools like ZoomInfo (data enrichment), PandaDoc (contract management), and Vidyard.
- Data Manipulation: High fluency in Excel/Google Sheets (ability to turn raw data into pivot table analysis or lookup models) to supplement CRM reporting.
- Reporting: Ability to build custom reports from scratch, translating abstract business questions into data-backed visualization.
- Problem Solving: Proactive capability to navigate complex challenges; you spot the fire before it starts.
- Forecasting: Understanding of sales forecasting methodologies and the math behind pipeline velocity.
- Accountability: Demonstrated ability to hold peers accountable to data standards.
- Clarity: Exceptional communication skills, with the ability to explain complex technical process changes to non-technical sales reps.
- Organization: High level of organization and attention to detail to manage multiple priorities.
Preferred Qualifications
- HubSpot Revenue Operations Certification
- HubSpot Sales Software Certification
- HubSpot Marketing Software Certification
- HubSpot Service Hub Software Certification
- HubSpot Reporting Certification
- Experience working remotely in a high-velocity environment is strongly preferred.
Top Skills
What We Do
All Systems, Grow.
Get the most out of your full customer lifecycle with SmartBug Media, a full service digital agency creating resilient growth in every phase to deliver predictable growth for your organization.
We Know Where You Grow from Here.
We empower you to leverage the tools you're already using while introducing you to cutting-edge revenue and predictable revenue-generating strategies. Backed by deep technical expertise, SmartBug is ready to skyrocket your company.
Unmatched Expertise, Uncompromising Quality.
We don't throw around the word “expert” lightly. Our team is composed of industry veterans who've honed their technical and strategic skills from top-tier universities and globally-renowned brands. With us, you collaborate with experienced professionals unmatched anywhere else.
For over 15 years, we've not only mastered HubSpot, earning Partner of the Year twice and Elite Solutions Partner status. We have also established ourselves as a Klaviyo Master Elite partner, Google Premier partner, and proud Shopify partner. But we aren't about titles—it's our proven success, reflected in 500+ 5-star reviews, that speaks for our commitment to success.
Now is the time to grow with SmartBug.









