CRM & Revenue Operations; RevOps Consultant

CRM & Revenue Operations (Rev Ops) Consultant

Client-Facing, Project-Based

Alola Marketing is an award-winning hospitality branding and marketing studio based in California. We partner with boutique, lifestyle, and growth-focused brands to build experience-driven identities that elevate perception and drive performance. Our work spans brand strategy, positioning, creative direction, and marketing systems — helping clients align storytelling with scalable revenue infrastructure.

As we expand our strategic capabilities, we are looking to deepen our CRM and revenue operations expertise to better support client growth and long-term performance.

We are seeking a highly analytical and strategic CRM & Revenue Operations (Rev Ops) Expert (5–8 years experience) to lead CRM strategy, architecture, and implementation for our clients.

This is a client-facing role focused on building and optimizing CRM ecosystems that align Sales, Marketing, and Customer Success. The ideal candidate has deep hands-on expertise in platforms such as Hub Spot and Salesforce
, strong Rev Ops architecture experience, and a proven track record of designing scalable CRM systems that support complex B2B sales cycles.

This role will partner closely with our internal strategy, creative, and account teams while serving as the CRM lead for client engagements.

• Conduct structured discovery of sales processes, buyer personas, and customer journeys
• Audit client tech stacks (website, marketing automation, sales engagement tools, RFQ/PO systems, reporting platforms, etc.)
• Facilitate interviews with client Sales, Marketing, and Customer Success leadership
• Evaluate CRM data integrity, lifecycle stages, attribution logic, and reporting gaps
• Identify operational inefficiencies and scalability bottlenecks
• Develop clear documentation of findings and recommendations

• Lead CRM platform evaluation and selection (Hub Spot, Salesforce, etc.)
• Architect CRM data models, lifecycle stages, and pipeline governance frameworks
• Define attribution models and tracking architecture
• Develop integration strategies across marketing automation, sales tools, finance systems, and customer platforms
• Design ABM enablement frameworks (where applicable)
• Establish KPI frameworks and revenue funnel visibility
• Create phased implementation roadmaps

• Lead CRM configuration, customization, automation, and workflow builds
• Oversee data migration and system integrations
• Establish reporting dashboards and revenue performance tracking
• Develop CRM governance standards and documentation
• Conduct client onboarding and training sessions
• Monitor system performance and deliver ongoing optimization recommendations

• 5–8 years of experience in CRM, Revenue Operations, or Sales Operations (agency or consulting experience preferred)
• Proven experience leading CRM architecture from discovery through implementation
• Deep expertise in Hub Spot and/or Salesforce
• Strong understanding of B2B sales processes and complex deal cycles
• Experience integrating CRM with marketing automation, ERP, analytics, and engagement tools
• Experience designing lifecycle stages, lead scoring, and attribution frameworks
• Strong client-facing communication and stakeholder management skills
• Ability to translate business objectives into scalable technical systems

• Experience leading CRM migrations or consolidations
• Familiarity with ABM strategy and implementation
• Multi-touch attribution modeling
• API-based integrations and data architecture
• Experience working with mid-market or growth-stage B2B organizations