Manage internal revenue operations, pre-sales contract and deal desk processes, and light HubSpot administration. Administer Salesforce for client-facing projects, bridge HubSpot and Salesforce data, and support infrastructure project management and compliance certification efforts such as SOC 2 and ISO. The role requires adaptability, strong communication, proactive execution, and the ability to manage shifting priorities across systems and departments.
Summary of Role
We are seeking a versatile and highly adaptable RevOps and CRM Specialist to manage a multi-functional role supporting internal revenue operations, client services, and infrastructure projects. This position is designed for a proactive "utility player" who can navigate shifting weekly priorities across HubSpot and Salesforce while driving operational excellence and compliance.
Your Impact & What You'll Do
- Internal RevOps Mastery (60%): Own the pre-sales contract lifecycle and deal desk processing. Perform "light" administration for our HubSpot environment to keep the revenue engine running smoothly.
- Client CRM Administration (20-30%): Serve as a hands-on Salesforce (SFDC) Admin for client-facing projects, executing configuration tasks and supporting the broader SFDC practice.
- Infrastructure & Compliance (10-20%): Provide short-term project management for internal infrastructure teams and support the process for new compliance certifications (e.g., SOC2 or ISO) for a few hours per week.
- Cross-Functional Execution: Act as a proactive self-starter who clarifies requirements and quickly adds value across diverse internal and client-facing workstreams.
- System Synergy: Manage complex operational processes by bridging the gap between HubSpot data and Salesforce environments.
Why You'll Thrive at Execo
- Operational Versatility: You have a proven ability to manage shifting priorities across multiple systems and departments without losing attention to detail.
- CRM Proficiency: You are comfortable working in both HubSpot and Salesforce, with experience in CRM Administration, RevOps, or Deal Desk functions.
- Action-Oriented: You don't wait for instructions; you are a self-starter who drives results and seeks the clarification needed to keep projects moving.
- Clear Communicator: Strong written and verbal communication skills, essential for collaborating with internal leadership and external clients.
- Agile Learner: You possess the "proactive" DNA required to cross-train quickly and adapt to the evolving needs of a fast-growing global organization.
Similar Jobs
Software
Own GTM data hygiene, governance, and reporting across the revenue lifecycle. Build and maintain dashboards for pipeline, forecasting, and revenue metrics. Support forecasting, order-to-cash handoffs, CPQ and product catalog administration, and act as first point of contact for data and systems requests across Sales, Marketing, Finance, and Customer Success.
Top Skills:
Bi ToolsDatabricksNetSuiteSalesforceSalesforce CpqSalesforce ReportingTableau
Information Technology
Own end-to-end revenue operations for roofing/construction projects: generate invoices and progress billings, reconcile discrepancies, manage collections, support revenue reporting and job costing, optimize QuickBooks Online and field-service systems, and communicate with clients, insurers, and subcontractors.
Top Skills:
AcculynxBill.ComBrexClickupCompanycamGoogle DriveGoogle SheetsJobnimbusQuickbooks OnlineRampSlackXactimate
Artificial Intelligence • Fintech • Hardware • Information Technology • Sales • Software • Transportation
Lead product strategy and roadmap for Motive's Telematics data platform. Partner with engineering and AI teams to build API-first products, enterprise integrations, and reliable data services. Drive platform readiness for strategic initiatives, mentor product managers, and align stakeholders across product, engineering, and GTM teams.
Top Skills:
AIAnalyticsAPIsData PlatformDistributed SystemsIotTelematicsWebhooks
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
