Revenue Operations generalist owning GTM systems, integrations, and reporting infrastructure at Headspace. Collaborating across Sales, Customer Success, Marketing, and Finance to ensure revenue lifecycle accuracy.
Responsibilities
Own Salesforce reporting and dashboard strategy to support GTM leadership, RevOps, Finance, and Executive Leadership.
Partner with stakeholders to define and standardize revenue metrics, pipeline views, and lifecycle performance.
Build and maintain reporting dashboards that connect Salesforce and downstream systems into executive-ready insights.
Ensure reporting accuracy through strong data modeling and governance practices.
Manage and maintain connections across the GTM tech stack, including Salesforce, HubSpot, NetSuite, Zoominfo, billing systems (e.g., Zone Billing), and Workato.
Monitor system health, data syncs, and integration reliability; proactively identify and resolve issues.
Partner with internal system owners and external vendors to troubleshoot, escalate, and remediate integration failures.
Support the full GTM lifecycle across systems—from lead and opportunity management through contracting, billing, renewals, and expansions.
Ensure consistent lifecycle stage definitions and data flow across Salesforce, HubSpot, Finance, and billing tools.
Assist RevOps leadership in translating GTM process changes into scalable system updates.
Build and optimize Salesforce Flows, validation rules, and automation to streamline GTM workflows.
Maintain and enhance HubSpot workflows supporting lead routing, lifecycle progression, and marketing handoffs.
Reduce manual work while preserving data quality, auditability, and operational clarity.
Serve as a liaison between Revenue Operations and other system experts (Finance, Marketing Ops, IT, external consultants).
Diagnose complex system and data issues that span multiple tools and teams.
Provide clear, pragmatic recommendations when tradeoffs exist between speed, accuracy, and scalability.
Build and maintain clear documentation, SOPs, and system runbooks for GTM processes and tooling.
Ensure institutional knowledge is captured and transferable—not trapped in individuals.
Support onboarding and enablement by making systems understandable and repeatable.
Requirements
5+ years of experience in Revenue Operations, GTM Operations, or a similar role in a B2B environment.
Salesforce Administrator certification or equivalent hands-on experience serving as a primary Salesforce admin.
Deep, practical experience working with:
Salesforce
HubSpot
NetSuite
Billing systems (e.g., Zone Billing or similar)
Automation tools such as Workato, Make.com, Zapier
Strong understanding of how revenue data flows across Sales, CS, Marketing, and Finance.
Ability to independently troubleshoot systems and integrations without needing step-by-step direction.
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