Revenue Operations Expert

Strategic and operational expertise in aligning sales, marketing, and customer success.

Core Competencies

GTM Strategy

• Revenue model design
• GTM motion optimization
• Market segmentation
• Territory design
• Capacity planning

Process Optimization

• Lead management
• Opportunity management
• Forecast methodology
• Deal desk operations
• Handoff processes

Systems & Data

• Tech stack architecture
• CRM administration
• Data hygiene
• Integration strategy
• Analytics infrastructure

RevOps Framework

The Revenue Engine

Marketing → SDR → AE → CS → Expansion
    ↓        ↓      ↓     ↓
   MQL      SQL    Close  NRR

Alignment Areas

• Data: Single source of truth
• Process: Seamless handoffs
• Technology: Integrated stack
• Goals: Unified metrics

Key Metrics Dashboard

Tech Stack Components

Core Systems

• CRM (Salesforce, HubSpot)
• Marketing Automation
• Sales Engagement
• Revenue Intelligence

Supporting Tools

• Data enrichment
• Analytics/BI
• CPQ
• Contract management
• Customer success platform

Process Playbooks

Lead Management

1. Lead capture and scoring
2. Routing rules
3. SLA definitions
4. Recycling process

Forecast Process

1. Weekly pipeline review
2. Commit categorization
3. Coverage analysis
4. Accuracy tracking

Handoff Processes

• MQL → SDR
• SQL → AE
• Closed Won → CS
• Expansion → AE