Lean Layer

Product Marketing

• Design and implement sales processes, opportunity stages, qualification criteria, and pipeline management workflows
• Configure Salesforce or HubSpot for opportunity management, required data capture, pipeline hygiene, and sales handoffs
• Build automated workflows that flag stalled opportunities, missing information, overdue close dates, and other pipeline issues
• Improve pipeline inspection, deal management, and sales process adoption with sales leaders
• Design and implement forecasting processes, forecast categories, submission rules, rollups, and management reporting
• Configure and improve Salesforce Forecasting, Clari, BoostUp, or similar forecasting platforms
• Establish weekly forecast reviews, pipeline reviews, deal inspection processes, and management operating cadences
• Build reporting, dashboards, templates, and processes supporting sales reviews and leadership decisions
• Automate forecast preparation, pipeline reporting, and follow-up actions
• Build sales capacity, territory, account coverage, and quota planning models
• Configure territory and account assignment rules and automate updates
• Connect sales plans, quotas, and forecasts to CRM and reporting systems
• Use automation and AI to reduce manual work and improve sales-operations accuracy and consistency
• Support pricing, CPQ, or deal approval projects when relevant
• Work directly with CROs, sales leaders, and RevOps teams to understand business challenges
• Assess systems, data, and processes; identify gaps; and recommend practical solutions
• Independently lead client projects from discovery and design through implementation, testing, and handover
• Collaborate with Lean Layer’s RevOps Consultants and GTM Specialists across client engagements
• Document solutions, establish processes, and train client teams
• Develop Lean Layer’s implementation approaches, templates, and best practices
• Share technical knowledge and practical experience with the consulting team
• Contribute to Deep Dive workshops, courses, and practical learning content
• Stay current on forecasting technology, sales planning tools, and AI opportunities in sales operations

Explore GTM Specialist, Pipeline, Forecasting, Operating Cadence at Lean Layer. Review requirements and application details.

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GTM Specialist, Pipeline, Forecasting, Operating Cadence