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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in revenue reporting and deal desk management within a B2B SaaS environment, with a strong focus on HubSpot administration, forecasting, and process automation. Capable of collaborating across departments to drive scalable solutions and maintain data integrity.
Highest-signal resume keywords
ARR ReportingHubSpot AdministrationForecasting CadenceDeal Desk ManagementProcess Automation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Revenue ReportingContract-To-CashInvoicingCommission CalculationsTerritory DesignQuota PlanningData Quality ManagementLifecycle AutomationRFP CoordinationSales Pipeline Management
Soft Skills
Attention To DetailProactive CommunicationSelf-Directed Work
Tools & Technologies
HubSpotGongApolloInstantlyClayDocuSignStripe
Industry Keywords
B2B SaaSHigher EducationK-12Revenue OperationsDeal Desk
Tech Stack
Tools & technologiesApollo
About the role
Key responsibilities & impact- Own ARR and revenue reporting in HubSpot
- Roll out the ARR framework for multi-year, annual-PO, pilot, academic-calendar, expansion, contraction and churn scenarios
- Reconcile ARR with Finance monthly and track changes
- Report gross and net revenue retention and build leadership and board dashboards
- Build a self-serve deal desk for standard MSAs and order forms
- Own redlines, DPAs and district-provided contracts and distinguish business terms from legal terms before counsel review
- Coordinate RFPs, vendor registrations and cooperative purchasing contracts
- Run close checklists, order processing, invoice requests and commission calculations
- Enforce deal-stage definitions across New Business, Renewal and Expansion pipelines
- Run weekly forecast and renewal forecast cadences
- Flag inactive deals weekly and maintain nurture follow-up with Marketing
- Design territories and account assignments based on coverage and pipeline
- Build quota and capacity models for new sales hires
- Run annual territory and quota refreshes and track attainment with the Head of Sales
- Administer HubSpot, maintain data quality and manage required fields, deal sources, segmentation and imports
- Own the GTM tool stack and integration decisions for Gong, Apollo, Instantly, Clay, DocuSign and Stripe
- Build lifecycle automation and event and campaign tracking with Marketing
- Train new sales hires on HubSpot and company processes
- Collaborate with sales, marketing, customer success, finance and legal
- Report to the COO until the Head of Sales is hired
Requirements
What you’ll need- Hands-on experience running deal desk or contract-to-cash for a B2B SaaS company, including MSAs, order forms, redlines, invoicing and commissions
- Admin-level experience with HubSpot, or deep admin experience with a comparable CRM and ability to get fluent in HubSpot quickly
- Track record of building ARR or revenue reporting signed off by Finance, including renewals, expansion and churn
- Experience running a forecasting cadence relied on by sales leadership
- Ability to build scalable processes and automations and drive adoption among people outside the reporting line
- Exceptional attention to detail and proactive, self-directed communication in a remote, async team
- Experience selling into higher education or K-12 is a nice-to-have
- Territory design and quota or capacity planning experience is a nice-to-have
- Experience with Gong, Apollo, Instantly, Clay, DocuSign or Stripe is a nice-to-have
- Experience as a first or early RevOps hire is a nice-to-have
- Experience using AI tools for contract, reporting or data-hygiene work is a nice-to-have
- No degree requirements; practical knowledge and ability are valued over formal education
Benefits
Comp & perks- Comprehensive health coverage: medical, dental, and vision (for US-based roles only)
- 401k with employer match (for US-based roles only)
- Unlimited PTO
- Equity (stock options)
- Flexible, remote-first work environment
- Competitive base salary
