- Own HubSpot as the system of record across Sales, Marketing, and Customer Success
- Design and enforce data standards, lifecycle stages, deal stage definitions, and field governance
- Build and maintain workflows, sequences, custom properties, and integrations
- Audit CRM health proactively and resolve data quality issues before they impact reporting
- Partner with AEs, BDRs, and CSMs to maintain pipeline accuracy and deal hygiene
- Build and manage pipeline review cadences and frameworks
- Identify coverage gaps, velocity issues, and at-risk deals — surface them to the CRO in real time
- Build and maintain executive dashboards covering pipeline, bookings, revenue, and customer success metrics
- Develop weekly, monthly, and quarterly reporting packages for the CRO and founders
- Own funnel analytics from lead through close, including partner-sourced and influenced attribution
- Build and maintain rolling revenue forecasts and scenario models (upside, base, downside)
- Support capacity planning, quota setting, and territory design in partnership with the CRO
- Model the impact of headcount changes, pricing shifts, and partner contributions on revenue outcomes
ReportingHubSpot