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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in CRM architecture, revenue operations, and automation workflows, with a strong focus on optimizing business processes and supporting executive decision-making. Proven ability to manage high-stakes projects and facilitate communication across leadership teams in a B2B environment.
Highest-signal resume keywords
CRM OwnershipRevenue Operations OptimizationAutomation WorkflowsExecutive CommunicationData Systems Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM ArchitectureData HygieneForecast AccuracyPipeline ManagementContract ManagementAutomationAI WorkflowsReportingData ModelsProcess Optimization
Soft Skills
Strong Written CommunicationHigh Tolerance for Ambiguity
Tools & Technologies
HubSpot
Industry Keywords
B2B SoftwareBusiness OperationsManagement ConsultingChief of StaffClient-Services
About the role
Key responsibilities & impact- Build the operating layer between the CEO's direction and company execution
- Support revenue operations through CRM architecture, funnel stages, data hygiene, integrations, and reporting
- Produce pipeline and forecast visibility for the executive team
- Consolidate contracts, purchase orders, payment status, and order forms into one tracked system
- Build deal desk basics
- Ship automated and agentic AI workflows inside the commercial funnel
- Reduce manual response, follow-up, and reporting work
- Run planning and review cadence across the executive team
- Own meeting structure, decision log, and follow-through
- Prioritize and sequence the CEO's commercial and technical backlog
- Filter initiatives for feasibility, resourcing, and risk
- Coordinate the CEO, CRO, CTO, and COO, including escalation between sales, product, and engineering
- Prepare the CEO for high-stakes client and partner conversations and represent their position when needed
- Take ambiguous, high-stakes problems from idea to finished outcome and transition them to permanent owners
- Establish pipeline, contract, payment, automation, escalation, and executive operating systems during the first 90 days
Requirements
What you’ll need- 5 to 8 years across chief of staff, business operations, strategy and operations, management consulting, or technical program management
- Experience inside an agency, client-services, or B2B software business
- Hands-on CRM ownership; HubSpot preferred
- Personally built CRM workflows, reports, and data models
- Track record standing up a processed, optimized, and automated revenue operations or business operations function
- Ownership of a commercial metric, such as forecast accuracy, pipeline hygiene, sales cycle time, or contract turnaround
- Personally built automation or agentic AI workflows in a commercial context
- Experience running an operating cadence for a leadership team
- Comfortable with data systems and applied AI to assess feasibility and ask the right questions, without needing to build
- High tolerance for ambiguity and a record of building structure where none existed
- Strong written communication, including experience producing decision-enabling briefs
- Legally authorized to work in the United States
Benefits
Comp & perks- Health care plan (medical, dental, and vision)
- Retirement plan (401k)
- Paid time off (vacation, sick, and public holidays)
- Family leave (maternity, paternity)
- Hybrid schedule, Los Angeles, 2 to 3 days onsite