Lean Layer

• Build and maintain React/TypeScript interfaces including dashboards, portals, and project management views • Develop real-time and collaborative features such as threaded conversations and shared workflows • Design and implement Python-based backend systems using FastAPI or Flask • Create REST APIs, relational data models, and application state management systems • Implement authentication, role-based access control, and approval workflows • Integrate LLM APIs (OpenAI, Anthropic) into production systems • Build application workflows where AI generates outputs and humans review/approve • Handle streaming responses and real-time AI interactions • Design systems that combine deterministic logic with AI-driven components • Design and manage relational data models using PostgreSQL • Utilize Redis for caching, state management, and performance optimization • Build and maintain integrations with third-party systems such as CRMs, Slack, Google Drive, and other operational tools • Ensure reliability, scalability, and repeatability of deployments across cloud environments

• Design and maintain datasets and table structures • Manage warehouse performance, partitioning, clustering, and cost optimization • Maintain access controls and permissions • Structure warehouse schemas to support revenue analytics and reporting • Build and maintain ETL / ELT pipelines from revenue systems into the warehouse • Integrate data from systems such as HubSpot, Salesforce, marketing and sales analytics platforms, sales engagement platforms, billing systems, and product analytics tools • Monitor pipeline health and resolve failures • Manage schema changes from upstream systems • Ensure reliable and timely data synchronization • Manage GitHub repositories • Design and maintain analytics-ready data models • Build models for accounts, contacts, opportunities, and pipeline data • Maintain tables and models used by BI tools such as Looker • Optimize queries and support derived tables used in reporting • Ensure consistent metric definitions across reporting layers • Dashboard creation for data validation • Implement data validation and testing • Monitor pipeline health and data freshness • Identify and resolve data inconsistencies • Maintain documentation for warehouse models and data definitions

• Design and maintain semantic layers and reporting models used in BI tools such as Looker, PowerBI, Tableau, or similar platforms • Define and maintain standardized metric definitions used across dashboards and reporting environments • Create reusable measures, calculated fields, and explore structures to support scalable reporting • Manage BI platform permissions, access controls, and governance • Maintain documentation for key reporting metrics, explores, and dashboards • Design and build executive and operational dashboards for revenue teams • Create reporting for pipeline, funnel, marketing performance, and revenue analytics • Develop reusable dashboard templates that can be deployed across multiple client environments • Structure dashboards to ensure clarity, usability, and decision-focused reporting • Maintain and improve existing dashboards to ensure accuracy and usability • Optimize BI queries, explores, and derived tables to improve dashboard performance • Identify and resolve slow queries or inefficient reporting structures • Work closely with Analytics Engineers to improve underlying data models for reporting • Implement best practices to reduce query costs and improve dashboard load times • Ensure reporting environments scale efficiently across multiple client environments • Standardize KPI definitions and reporting logic across dashboards and analytics environments • Establish and maintain dashboard naming conventions and reporting standards • Maintain an organized catalog of dashboards and reporting assets • Identify and consolidate duplicate or redundant reporting assets • Ensure reporting outputs remain consistent across stakeholders and systems • Design dashboards and visualizations that clearly communicate complex revenue insights • Translate analytical models and metrics into intuitive visual reporting experiences • Simplify complex analytics into clear visuals for executive and operational audiences • Ensure dashboards answer meaningful business questions rather than simply displaying data

• Design, implement, and optimize workflows and processes to support revops, sales, and marketing teams. • Audit CRM systems (Salesforce/HubSpot) to ensure data accuracy, generate actionable insights, and drive business efficiency. • Collaborate with stakeholders to streamline tools and systems that enhance productivity. • Lead cross-functional teams to align on goals, deadlines, and project deliverables. • Manage team dynamics by fostering collaboration and ensuring clear communication across all departments. • Conduct detailed client discovery sessions to understand needs, identify challenges, and provide tailored solutions. • Collaborate with internal teams to develop actionable plans addressing client pain points. • Anticipate potential obstacles and proactively develop strategies to resolve them before they impact project timelines. • Analyze operational and sales data to uncover trends, identify areas for improvement, and measure success. • Create and maintain dashboards and reports to track performance metrics and present insights to stakeholders. • Implement data-driven decisions that enhance overall efficiency and client satisfaction.

• Collaborate with engagement managers to assess client challenges and craft custom HubSpot-based solutions. • Configure HubSpot environments, including building workflows, automations, and sequences that align with client business processes. • Create detailed dashboards and reports to provide actionable insights on marketing, sales, and service performance. • Implement and troubleshoot integrations between HubSpot and other tools in the client’s tech stack. • Provide clients with training and ongoing support to ensure they maximize their use of HubSpot. • Test all workflows and configurations to ensure they are accurate, logical, and effective in solving the intended business problem. • Deliver projects on time with a high degree of quality, meeting client expectations at every step. • Identify and resolve issues in HubSpot configurations or processes, recommending best practices where necessary.

• Investigate and resolve issues in revenue analytics, such as discrepancies in dashboards, KPIs, and pipeline metrics. • Audit and streamline data flows across various business systems (CRM, data warehouses, BI tools). • Create and manage lean, sustainable data models that support analytics and decision-making. • Collaborate closely with RevOps, Marketing, Sales, Customer Success, Product, and Finance teams to align and standardize data definitions and metrics. • Convert strategic business questions into structured analytical approaches. • Develop concise visuals and metrics that clearly explain complex data insights to executive stakeholders. • Proactively propose and implement robust solutions to systemic data and analytical issues, prioritizing long-term fixes over temporary patches.

• Lead internal recruitment efforts, with a focus on sourcing, interviewing, and hiring skilled RevOps consultants to meet the company’s growing project needs. • Plan monthly staffing by analyzing upcoming client projects, aligning internal resources to meet project demands, and identifying potential staffing gaps. • Develop and manage a pipeline of contractors and partners to support projects when internal resources are limited, ensuring a reliable network of qualified external talent for seamless project execution.

• Partner with engagement managers to gather client requirements, conduct needs assessments, and propose Salesforce-based solutions. • Configure Salesforce environments, including creating workflows, automations, reports, and dashboards tailored to client needs. • Handle data migrations, clean-up, and integrations to ensure accuracy and consistency across Salesforce systems. • Troubleshoot and resolve Salesforce-related issues, identifying gaps in workflows and recommending best practices. • Manage task deadlines effectively while delivering high-quality solutions that align with client expectations. • Provide guidance to end-users and stakeholders on Salesforce functionalities and best practices. • Test all configurations and customizations to ensure solutions meet technical and business requirements.