Senior RevOps Strategist

About This Role

Job Title: Senior RevOps Strategist

Reports To: Director of CRM Strategy

Location: Hybrid/Remote

Type: Full\-time

Position Summary

As a Senior RevOps Strategist, you will be responsible for leading HubSpot implementations for clients of all sizes and industries. You will guide clients through the technical software setup, identify objectives, configure systems for business requirements, provide training, and ensure successful activation and adoption. At the senior level, you will work on complex migrations and integrations, with the possibility of managing RevOps retainer accounts based on skill level and experience. At the senior level, you will serve as an internal subject matter expert and escalation point for complex HubSpot questions, coach and mentor junior RevOps specialists and implementation strategists, and contribute to the creation of internal playbooks, frameworks, and QA processes. Success in this role is quantitatively measured through client satisfaction and internal KPIs.

Key Responsibilities

Client \& Business Partnership

• Conduct research and discovery calls with clients to understand their needs and goals.
• Create project plans and timelines for successful implementation
• Conduct regular customer calls to track progress and address any issues
• Provide pre\-call goals and resources to clients
• Follow up with clients on next steps and action items
• Build and maintain strong client relationships
• Partner with sales to scope accurate SOWs and provide strategic input during the sales process

Technical Strategy \& Execution

• Evaluate customer tech stacks and recommend appropriate onboarding approaches.
• Guide clients through the initial HubSpot setup and configuration
• Collaborate with technical teams for API\-level integrations or custom development needs
• Create detailed documentation for workflows, data schemas, and integration mappings
• Develop plans for long\-term success with HubSpot
• Advise clients on HubSpot best practices and optimization strategies
• Perform QA on configurations, workflows, and integrations before client handoff
• Manage complex migrations and integrations with systems such as Salesforce, Shopify, Marketo, NetSuite, etc.
• Configure HubSpot to meet specific business requirements and objectives
• Other tasks as assigned

Strategic Leadership

• Lead implementation projects from start to finish
• Develop strategies to help clients maximize the value of their HubSpot investment.
• Identify opportunities for clients to leverage additional HubSpot tools and features.
• Collaborate with internal teams to ensure client success
• Experience facilitating change management, enablement, and adoption strategies
• Ability to provide workshops, training sessions, and documentation for ongoing success

Professional Development

• Maintain and expand HubSpot certifications
• Stay current with HubSpot updates, new features, and industry best practices
• Share knowledge and expertise with team members
• Continuously improve implementation processes and methodologies

Core Qualifications

• 3\+ years of experience conducting HubSpot implementations/onboarding
• Strong project management skills with the ability to manage multiple projects simultaneously
• Excellent communication skills, both written and verbal
• Experience with HubSpot's marketing, sales, and service products
• Experience with complex migrations and integrations
• Ability to work independently and as part of a team
• Problem\-solving mindset with attention to detail
• Ability to adapt RevOps strategies to multiple business models, including B2B, B2C, and hybrid organizations
• Familiarity with enrichment tools (ZoomInfo, Apollo)
• Knowledge of project management tools

Leadership \& Soft Skills

• Strong client relationship management abilities
• Excellent listening and needs assessment skills
• Ability to translate technical concepts for non\-technical audiences
• Adaptability and flexibility to help with various projects
• Passion for helping people succeed with technology
• Strategic thinking with the ability to align technical solutions with business goals

Required Certifications

The following certifications are beneficial, with opportunities to learn and grow:

• Marketing Software Certification
• Marketing Hub Implementation Certification
• Sales Software Certification
• Sales Hub Implementation Certification
• Service Software Certification
• Service Hub Admin Certification
• Salesforce Integration Certification
• Data Integrations Certification
• Platform Consulting Certification
• HubSpot Architecture 1: Data Models and APIs
• HubSpot Trainer Certification

Minimum Physical, Mental, and Environmental Requirements

• While performing the duties of this job, employees are routinely required to sit and/or stand for extended periods of time.
• Employees are regularly required to move around the home or company offices to attend business meetings and other company gatherings.
• Ability to audibly communicate within an office environment and to utilize text\-based communication via business devices.
• Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus onto computer screens for extended periods of time.
• Cognitive workplace responsibilities may require intense concentration, personal and professional patience, and rapid recall of technical knowledge.
• The employee may occasionally be required to lift and/or move items and equipment weighing up to 20 lbs.

Equal Opportunity Statement

At Clevyr, we don’t just accept differences — we celebrate them. We are proud to be an equal opportunity workplace and are committed to providing equal employment opportunities to all employees and applicants regardless of race, color, ancestry, religion, sex (including pregnancy, childbirth, or related medical conditions), national origin, age, citizenship, marital status, disability, genetic information, sexual orientation, gender identity or expression, veteran status, or any other characteristic protected by applicable federal, state, or local laws.

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