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Designs and implements pipeline management, forecasting, sales planning, territory and quota models, CRM workflows, dashboards, and operating cadences for B2B clients. Partners with CROs, sales leaders, and RevOps teams to diagnose business problems, configure systems, automate processes, improve forecast accuracy, and lead client projects from discovery through implementation and training.

Designs and implements demand orchestration, outbound prospecting, lead management, routing, enrichment, CRM integrations, and GTM automation for clients. The role combines hands-on technical implementation with consulting, including requirements gathering, solution design, testing, documentation, training, troubleshooting, and system optimization. The specialist works across Salesforce, HubSpot, Clay, sales engagement platforms, intent tools, APIs, automation platforms, and AI workflows while contributing to internal implementation methods and educational content.

Design and implement attribution, source tracking, CRM integrations, ROI measurement, funnel reporting, and sales performance systems for B2B clients. Consult with revenue leaders, define metrics, build and validate reporting across marketing, sales, CRM, advertising, and BI platforms, troubleshoot data quality issues, document solutions, and train client teams. Contribute to implementation methodologies, technical content, automation, and AI-enabled data validation and analysis.

Own board-grade analytics deliverables for client engagements by transforming Salesforce pipeline data and BI outputs into executive narratives, presentations, and reusable reporting templates. Analyze pipeline, funnel, and revenue performance; explain variance; write causal commentary; present findings to PE sponsors and executives; and train client teams to maintain deliverables independently.

Help clients optimize their marketing, sales, and service operations using HubSpot; configure solutions, analyze data, and provide training and support.

The Engagement Manager will lead strategic initiatives for clients in Revenue Operations, managing teams, conducting discovery sessions, and optimizing processes using CRM systems and analytical tools.

The RevOps Analytics Engineer is responsible for maintaining data infrastructure, building reliable data systems, and supporting revenue analytics through effective data modeling and ETL/ELT processes.

The RevOps BI Architect designs and maintains BI platforms, creates dashboards, optimizes reporting performance, and ensures data clarity for revenue operations teams.

As a Salesforce Consultant, you'll assess client needs, design Salesforce solutions, implement configurations, and manage projects to optimize client investments in Salesforce while providing support and training.