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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Revenue Operations and Sales Operations, with a strong focus on HubSpot administration, CRM integrations, and data architecture. Capable of building reporting, forecasting infrastructure, and effective sales messaging from the ground up.
Highest-signal resume keywords
HubSpot AdministrationRevenue OperationsSales OperationsCRM IntegrationsLead-Scoring Model
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ArchitectureFunnel DefinitionsForecastingOutbound Sales Copy WritingAnalytical SkillsSQLScripting
Soft Skills
Comfortable Working in AmbiguityIterative Improvement
Tools & Technologies
ClayZapierN8nAPIsWebhooks
Industry Keywords
FintechFinancial DataAdvisor-Facing SaaS
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Report to the Head of Sales
- Build the GTM Engineer function from scratch
- Help the sales team improve the sales-assist motion for existing registered users
- Build the systems, data, and messaging infrastructure used by the organization
- Support AEs, newly hired SDRs, and the Head of Sales in running tests, building reporting, and creating efficient sales motions
- Own HubSpot administration, integrations, and data quality
- Expand enrichment and automated workflows for new registrants and existing users
- Define and document the funnel from lead to deal creation, including the lead-scoring model
- Build dashboards, reporting, and forecasting infrastructure
- Own test-validation tooling for time-boxed motion tests
- Create and iterate prospect-facing email and LinkedIn messaging
- Work with SDRs on targeting and sequencing
- Own message performance, including reply rates and positive-reply definitions
- Work alongside AEs and SDRs to identify what works, iterate, and improve
Requirements
What you’ll need- 5–8+ years in Revenue Operations, Sales Operations, or GTM analytics
- Deep, hands-on HubSpot experience at the admin level, or equivalent depth in a comparable CRM
- Experience owning CRM integrations and data architecture
- Hands-on experience with enrichment and automation tooling such as Clay, Zapier/n8n, APIs, and webhooks
- SQL or scripting is a plus
- Strong analytical skills and ability to build funnel definitions, lead-scoring models, and forecasting from scratch
- Experience writing and iterating outbound sales copy for email and LinkedIn, or directly overseeing it
- Comfortable working in ambiguity and setting definitions and processes that do not currently exist
- Fintech, financial data, or advisor-facing SaaS experience is a plus, not required
Benefits
Comp & perks- Competitive salary
- Comprehensive benefits package
- Innovative environment at a fast-growing fintech company
- Dynamic culture emphasizing Customer First, Humility & Respect, Teamwork, Continuous Improvement, and Getting Things Done
- Impactful work with a small, talented team
- Industry-leading financial analytics product
- Efficiency, sustainable growth, and operational excellence focus