Revenue Enablement Analyst at Neogrid enhancing team efficiency through enabling processes and tools. Supporting sales and customer success initiatives aligned with company strategies.
About the role
- Sr. Revenue Operations Manager at PlanHub managing HubSpot CRM for sales operations and performance optimization. In charge of workflow automation, reporting, forecasting, and AI integration with a dynamic team.
Responsibilities
- Build, refine, and automate HubSpot workflows to streamline sales processes for reps and SDRs.
- Create, monitor, and maintain dashboards and reports that provide actionable insights on sales rep and SDR performance.
- Act as the primary point of contact for sales leaders on RevOps needs, from pipeline visibility to ad hoc reporting.
- Manage and optimize our HubSpot CRM for our Sales team to ensure data integrity, accurate configuration, and smooth daily operations.
- Incorporate AI tools into workflows and data analysis to improve forecasting accuracy, manage lead flow, enhance workflow filtering, and accelerate decision-making.
- Own pipeline reporting and forecasting processes, ensuring accuracy, visibility, and consistency for sales leadership.
- Track sales data trends and proactively surface AI-enhanced insights that help sales leaders make data-driven decisions.
- Own the monthly commissions process, ensuring accuracy and timely reporting for all sales team members.
- Partner with the shared data team to ensure consistent definitions, clean datasets, and scalable reporting infrastructure.
- Identify gaps and continuously improve tools, processes, and metrics to enhance sales productivity and operational efficiency.
Requirements
- Minimum of 6 years of hands-on experience with HubSpot CRM, including building workflows, reports, and dashboards.
- Proven track record in Revenue Operations, Sales Operations, or Business Operations within SaaS or high-growth environments.
- Strong expertise in pipeline reporting and forecast management.
- Strong analytical skills and the ability to translate complex data into clear, actionable insights for sales leadership.
- Experience managing sales commissions and incentive compensation programs.
- Demonstrated ability to apply AI-powered tools for lead flow management, workflow automation, forecasting, and data analysis.
- Detail-oriented and data-driven mindset with a passion for process improvement.
- Ability to thrive as a self-starter and individual contributor, balancing tactical execution with strategic thinking.
- Excellent communication skills with a service-oriented approach toward supporting sales leaders.
- Familiarity with AI-driven tools and advanced analytics to enhance GTM performance.
Benefits
- An excellent benefit package, including medical, dental, vision and life insurance.
- 401(k) plan with company match.
- Open time-off policy.
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