Revenue Operations Manager

We are launching a new Home & Auto insurance business unit, and you will build the revenue engine that supports it from the ground up. As Revenue Operations Manager, you will own the 0-to-1 design and implementation of the CRM, sales processes, reporting, and operating workflows that help this business acquire and serve customers at scale.

This is a hands‑on builder role for someone who enjoys creating structure where little exists. You will shape how leads enter the funnel, how opportunities move through the sales process, how teams manage customer handoffs, and how leaders understand performance. You will administer and evolve Hub Spot, connect it with the tools our teams rely on, and establish the data foundation for a new line of business.

You will work closely with Sales, Marketing, Customer Success, Finance, and Operations to translate an emerging business model into practical systems and repeatable processes. From defining the first pipeline stages and routing rules to launching dashboards and improving workflows, you will help create the operating backbone for Home & Auto while building scalable standards for the broader revenue organization.

You will be both a systems owner and a business partner: identifying what the business needs next, designing pragmatic solutions, and making sure each process is adopted, measured, and improved over time.

• Administer and continuously improve Hub Spot, including objects, properties, pipelines, workflows, automation, permissions, validation, and reporting
• Maintain a scalable CRM architecture, including naming conventions, property design, object associations, required fields, lifecycle stages, and deduplication
• Manage user access, team permissions, provisioning, and system governance
• Monitor system health, investigate issues, and coordinate fixes with vendors and technical partners

• Design and optimize lead routing, pipeline stages, handoffs, lifecycle definitions, and data governance
• Build workflows and automations that reduce manual work, improve consistency, and help teams move faster
• Manage integrations and data flows between Hub Spot, Five9, Front, and other business systems
• Identify friction across the customer journey and translate it into clear, scalable process improvements

• Build and maintain dashboards and reporting that provide visibility into pipeline, conversion, retention, productivity, and customer activity
• Support forecasting, planning, territory analysis, segmentation, capacity planning, and compensation analysis
• Partner with functional leaders to define metrics, establish reliable reporting, and improve confidence in the data
• Surface trends, risks, and opportunities—not just numbers—and help stakeholders act on them

• Gather requirements, evaluate options, and recommend solutions that balance business impact with operational effort
• Plan, test, document, and launch system changes with clear communication and change-management support
• Monitor results after launch and iterate based on user feedback, adoption, and business outcomes
• Create process documentation, system guides, and training materials that make the right way easy to follow
• Build trusted relationships across teams and deliver improvements with and through stakeholders

• 5+ years of experience in revenue operations, CRM administration, business systems, sales operations, or a related field
• Strong, hands‑on experience administering Hub Spot CRM in a complex or growing organization
• Experience designing CRM workflows, automation, integrations, permissions, reporting, and data‑governance practices
• Strong…