Consultant at WHITEHAT delivering CRM and Revenue Operations implementations for scaling and enterprise organizations. Work with clients on defining and implementing revenue processes in HubSpot.
About the role
- Director of Revenue Operations managing GTM systems for the FinTech company DealRoom. Leading operational strategies and ensuring scalable revenue processes and data alignment.
Responsibilities
- Architect and own end-to-end GTM systems that support growth, new motions, and organizational change. Including designing workflows, lifecycle stages, ownership rules, and data constructs that translate GTM strategy into execution
- Own Lead-to-Revenue (L2R) process definition in close collaboration with Revenue and Marketing leadership, ensuring shared understanding, accountability, and consistency.
- Define and implement data standards across the GTM stack, with a strong focus on pipeline visibility and forecast accuracy
- Build and maintain reliable reporting that enables leadership to understand performance, risk, and opportunity with confidence
- Serve as the hands-on and strategic owner of HubSpot, ensuring the CRM supports clean lifecycle management, automation, reporting, and forecasting across the full funnel
- Partner with GTM leaders to enable teams on systems and processes, driving adoption, correct usage, and accountability
- Design and operationalize AI-enabled RevOps workflows where appropriate to improve efficiency, prioritization, and decision-making across signals, routing, enrichment, outbound, and forecasting support
- Continuously evaluate and evolve systems, processes, and data to ensure they remain scalable, reliable, and aligned with how DealRoom goes to market
Requirements
- An operations professional with 8+ years of relevant experience in sales/rev/business operations with a solid grasp of SaaS business models.
- A systems-minded operator who enjoys designing GTM infrastructure that holds up as a company scales
- A strong cross-functional partner who works easily with Marketing, Sales, Customer Success, and leadership and knows how to drive alignment without creating friction
- Deeply experienced in HubSpot, both as a hands-on user and from a strategic systems perspective
- Comfortable owning complex, ambiguous problems and turning them into clear, documented, and repeatable processes
- Data-driven and detail-oriented, with high standards for accuracy, consistency, and reliability
- Curious and practical about AI, with good judgment around where automation creates leverage and where it creates noise *(experience with Clay is a plus)*
- Enablement-oriented by nature, you care not just about building systems, but about making sure teams actually use them correctly
- Direct, clear, and thoughtful in your communication style, with the ability to explain the “why” behind decisions and changes
- Comfortable operating in a fast-moving, scaling SaaS environment where priorities evolve and clarity matters.
- Required Certifications before Start Date:
- - HubSpot Revenue Operations Certification
- - HubSpot Marketing Hub Certification
- - HubSpot Sales Hub Certification
- - Hubspot Reporting Certification
Benefits
- Generous equity options
- 100% individual / 60% family insurance coverage
- Competitive benefits including 401(k)+matching, Healthcare, Dental, and Vision plans
- $500 Annual AI Stipend
- Learning and Development Support
- Boston-based hybrid model (T-T In Office / M & F WFH)
- $300 Monthly Commute Stipend
- Company paid laptop
Job title
Job type
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Not specified
Degree requirement
Location requirements
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