Revenue Operations Specialist

About the Role

We are looking for an experienced Revenue Operations Specialist to take ownership of client accounts and become a trusted operational partner to Sales and Marketing teams.

This is a highly hands-on and autonomous role. You will work directly with commercial leaders to identify problems within their revenue engine, design solutions and implement improvements within HubSpot.

You will also build automations, AI agents and data solutions that remove repetitive work, improve data quality and create more efficient commercial processes.

Rather than waiting for instructions, you will be expected to identify opportunities, prioritise projects and build a 3–6 month RevOps roadmap that delivers measurable commercial improvements.

Key Responsibilities

Requirements

Key Responsibilities

Sales & Marketing Business Partnering

• Act as a trusted operational partner to CROs, Heads of Sales and Marketing leaders.
• Translate commercial goals into practical operational plans.
• Align Sales and Marketing teams around shared processes, definitions and handover points.
• Establish a reliable single source of truth for commercial reporting and performance.

HubSpot Implementation & Optimisation

• Lead HubSpot implementations from discovery through to go-live.
• Design data models, objects, properties and sales pipelines.
• Manage CRM migrations and integrations.
• Build and optimise workflows, lead routing, lead rotation and lifecycle stages.
• Configure lead scoring, sequences, quoting and approval workflows.
• Build dashboards and reporting across attribution, funnel conversion, forecasting, rep performance and channel performance.
• Maintain strong CRM data quality through deduplication, enrichment, normalisation and validation.

AI, Automation & Data Agents

• Identify repetitive operational tasks that can be automated using AI.
• Build AI and data agents for lead research and enrichment, meeting summaries, CRM hygiene, lead qualification, outreach drafting and reporting.
• Build solutions using APIs, no-code/low-code tools, scripting and MCP servers where appropriate.
• Advise clients on where AI can genuinely improve performance.

Documentation & Training

• Create clear documentation for systems and processes implemented.
• Produce process maps, data dictionaries, workflow documentation, integration guides and admin runbooks.
• Develop practical SOPs and user guides for sales, marketing and management teams.
• Deliver live system training and enablement sessions.

Client Roadmap Ownership

• Build a prioritised 3–6 month Revenue Operations roadmap for each client.
• Prioritise projects according to commercial impact and implementation effort.
• Scope projects, establish milestones and independently manage delivery.
• Keep senior stakeholders informed on progress.
• Measure improvements across pipeline, conversion rates, sales cycle length, data quality and time saved.

Essential Requirements

• Minimum 4 years' experience in Revenue Operations, Sales Operations, Marketing Operations, CRM, GTM Systems or a similar commercial operations role.
• Experience within a B2B or B2C commercial environment.
• Deep hands-on experience with HubSpot Sales Hub and Marketing Hub.
• Strong experience with workflows, custom objects, properties, integrations, pipelines, reporting and dashboards.
• Experience building and troubleshooting HubSpot portals, not simply using HubSpot as an end user.
• Demonstrable experience building automations, AI agents or data tooling.
• Exposure to APIs, no-code/low-code platforms, scripting or MCP servers.
• Experience partnering with senior commercial stakeholders.
• Strong client-facing communication skills.
• Proven ability to work autonomously and take ownership without close supervision.
• Proactive mindset with the confidence to identify problems and recommend solutions.

Desirable Experience

• Experience within SaaS and/or EdTech.
• HubSpot certifications.
• Experience working with a HubSpot Solutions Partner.
• Experience migrating from Salesforce, Pipedrive or another CRM into HubSpot.

Benefits

What Success Looks Like

First 3 months:
You will have mapped the client's commercial technology stack, data and processes, built strong relationships with Sales and Marketing leadership and delivered an agreed RevOps roadmap.

First 6 months:
You will be independently executing the roadmap, with at least one major HubSpot improvement and one AI or automation solution successfully implemented.

First 12 months:
Clients will be able to demonstrate measurable commercial improvements, teams will be confident using the systems and processes implemented, and you will be identifying the next opportunities to improve Revenue Operations.