RevOps and GTM Systems Manager

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Architect and manage the complete HubSpot CRM ecosystem encompassing Marketing Hub, Sales Hub, and Service Hub as an integrated revenue system.

• Design and execute tailored data models, including custom objects, properties, and associations that accurately reflect Sonatafy's sales, delivery, and client retention processes.

• Establish and oversee lifecycle stage definitions, lead status progressions, deal pipeline configurations, and stage gate criteria that align with the company's actual revenue processes.

• Develop and sustain fit plus intent lead scoring frameworks that merge firmographic, behavioral, and engagement signals to direct the right leads to the appropriate team members at the optimal time.

• Set and enforce data governance standards, including deduplication processes, property management protocols, data hygiene workflows, and comprehensive documentation of all system logic.

• Create and maintain detailed RevOps reporting dashboards that cover campaign attribution, pipeline velocity, funnel conversion, revenue forecasting, and customer retention metrics.

• Design and implement multi-touch attribution models to assess the pipeline and revenue impact of marketing campaigns, content properties, the diagnostic assessment ecosystem, and the podcast to pipeline program.

• Generate custom reports and executive dashboards that translate marketing and sales activities into business impact language for leadership.

• Conduct quarterly system audits to detect unused workflows, outdated automations, property sprawl, and integration failures, proactively resolving issues before they affect data quality or team productivity.

• Own the HubSpot change management process, evaluating new feature releases, planning upgrades, testing changes in sandbox environments when available, and deploying updates with minimal disruption to ongoing campaigns and workflows.

• Develop production-grade automation workflows utilizing HubSpot's native tools, supplemented by n8n and custom API integrations for multi-step, cross-platform process automation.

• Design CRM-centric automation architectures (not isolated single-purpose automations) where HubSpot functions as the system of record, syncing all external tools back to a unified source of truth.

• Implement AI-assisted lead enrichment, scoring, routing, and outreach sequences that minimize manual effort while ensuring human-in-the-loop approvals and error handling when necessary.

• Construct and refine advanced lead nurturing workflows with branching logic, behavioral triggers, AI-driven email optimization, and dynamic content personalization.

• Configure pipeline automation, encompassing automated deal scoring, task sequences, AI forecasting for revenue tracking, and stage transition triggers.

• Design resilient, observable, and scalable automation patterns that the broader team can maintain without creating dependency on a single operator.

• Conduct regular health checks on all active automations, monitoring enrollment rates, error logs, goal completion, and downstream conversion to ensure workflows continue to perform as business conditions evolve.

• Document all automations with clear ownership, trigger logic, error handling, and escalation paths to avoid the buildup of ungoverned automation.

• Manage cross-platform data synchronization between HubSpot and outbound tools (Apollo, sales engagement platforms, enrichment providers), marketing platforms, scheduling tools, billing systems, and operational tools.

• Build and maintain API-based integrations, webhooks, and custom logic where native integrations do not fulfill requirements.

• Configure HubSpot's native advertising integrations (Google Ads, LinkedIn Ads, Facebook Ads) to monitor ad expenditure, attribution, and ROI within the same reporting framework as organic efforts.

• Implement and manage GTM and GA4 integrations linking web analytics data to CRM outcomes with appropriate event tracking and conversion measurement.

• Oversee smart content personalization and SEO optimization, ensuring that the website experience corresponds with CRM segmentation and lifecycle data.

• Support the diagnostic assessment ecosystem by configuring form logic, progressive profiling, post-submission nurture paths, and assessment to pipeline tracking.

• Develop data synchronization workflows with guardrails, logging, and error notification to ensure cross-platform data integrity at scale.

• Continuously monitor all active integrations, responding to API changes, deprecations, and synchronization failures before they escalate into data quality issues across the CRM.

• Facilitate structured handoffs using Loom walkthroughs and documented process flows to ensure all system changes are clear and transferable.

• Produce weekly, monthly, and quarterly marketing and revenue operations performance reports, clearly narrating trends, anomalies, and actionable recommendations.

• Analyze the diagnostic assessment funnel from start to finish, tracing traffic sources through assessment completion to sales-qualified opportunities, identifying drop-off points and optimization prospects.

• Track and report on podcast to pipeline metrics, measuring the conversion journey from podcast guest and listener engagement through to qualified pipeline.

• Monitor the performance of the lead scoring model and recommend adjustments based on conversion data and feedback from sales teams.

• Conduct cohort analysis on leads classified by source, campaign, content type, and industry vertical to pinpoint the most effective acquisition channels.

• Benchmark marketing and sales performance against industry standards and competitor activities where data is accessible.

• Document all reporting methodologies, data definitions, and calculation logic to ensure organizational alignment on metrics and eliminate ambiguity in performance discussions.

⛳️ Requirements

• 5+ years of practical experience across all principal HubSpot hubs (Marketing, Sales, Service, Operations).

• Proven history of designing and implementing comprehensive GTM systems utilizing HubSpot as the core CRM for B2B companies or professional services firms.

• Extensive experience in constructing production-grade automation workflows using HubSpot's native tools, supplemented by n8n or similar integration platforms.

• Demonstrated capability to design custom data models (custom objects, properties, associations) and governance frameworks that evolve with business complexity.

• Experience in developing fit plus intent lead scoring frameworks with measurable effects on lead quality and pipeline conversion.

• Strong proficiency with HubSpot's reporting and attribution tools, including custom report builders, multi-touch attribution, and revenue forecasting dashboards.

• Hands-on experience with API-based integrations, webhooks, and cross-platform data synchronization with appropriate error handling and logging.

• Working knowledge of GTM, GA4, and the integration of web analytics with CRM systems.

• Process-oriented mindset with the ability to map revenue workflows prior to selecting or configuring tools.

• Strong documentation discipline, creating systems that are transparent, transferable, and maintainable by others.

• Excellent communication abilities, with the capacity to translate technical system architecture into business impact language for executive stakeholders.

🏝️ Benefits

• Health insurance

• Flexible work hours

• Professional development opportunities