• Execute accurate and timely revenue close processes, including preparation and review of journal entries, balance sheet reconciliations, and variance analysis for revenue, deferred revenue, contra-revenue and cost of sale accounts • Prepare revenue recognition assessments for complex contracts, applying ASC 606 guidance for performance obligations, variable consideration, contract modifications and principal vs. agent considerations • Serve as a technical resource to provide revenue expertise and guidance to cross-functional partners on sales, product, and operations teams • Prepare revenue analysis, KPIs, and metrics to support management decision making, identify trends, and investigate variances with root cause analysis and resolution. • Design, implement, and maintain internal controls in accordance with SOX compliance requirements and other public company reporting requirements. • Coordinate with internal and external auditors to facilitate smooth quarterly and year-end review and audit processes • Define and lead process creation and system implementation related to new product offerings to ensure scalable revenue processes • Design and document revenue policies and processes across revenue streams, develop implementation guidance for cross-functional teams, and identify opportunities to strengthen controls while focusing on innovation and enabling business scalability. • Lead multiple cross-functional work streams by creating thoughtful project plans, efficiently multitasking, and adhering to tight deadlines • Implement and enhance systematic processes and automation, including exploration of AI driven solutions, to support our scalability goals

• Support the integration of new tools/technologies into the sales and marketing tech stack. • Build and maintain meaningful, recurring standard reports and dashboards in an efficient and user-friendly manner. • General oversight of data hygiene and accuracy across platforms. • Proactively identify and pursue system enhancements across Salesforce, Account Engagement, Gong, CPQ and related platforms. • Manage support requests for operational and user experience enhancements within Salesforce and related platforms. • Collaborate with global sales and marketing stakeholders on CRM requirements and best practices. • Document, communicate, and train on operational CRM processes. • De-dupe Salesforce data tables (Lead, Contact, Account, etc.). • Identify challenges that require Salesforce workflows and work with developers to deliver solutions.

• You’ll own client engagements end-to-end — from discovery to delivery — acting as both strategic advisor and technical lead • Lead complex HubSpot implementations, migrations, and re-architecting projects • Design scalable CRM architectures across Marketing, Sales, Service, and Ops Hub • Build advanced workflows, automation, lifecycle logic, lead scoring, and routing • Create custom objects, properties, pipelines, permission sets, and governance models • Own data migrations and integrations (Salesforce, Marketo, APIs, Zapier, etc.) • Establish CRM and data hygiene standards that support reliable reporting and forecasting • Build advanced reporting and dashboards for exec, RevOps, sales, and marketing teams • Translate RevOps strategy into clean, usable HubSpot solutions • Act as a trusted HubSpot and RevOps advisor to B2B clients • Lead discovery, solution design, and technical decision-making • Communicate complex concepts clearly to technical and non-technical stakeholders • Deliver documentation, Looms, and enablement to ensure long-term adoption • Manage project timelines, scope, and expectations proactively • Identify expansion opportunities and ongoing optimization needs within accounts

• Design workflows and implement operational tools to improve efficiency across teams; • Create and maintain dashboards, perform data analyses, and monitor KPIs to support leadership decisions; • Support commercial teams in daily operations, including CRM processes, troubleshooting, and removing blockers; • Communicate global policies and processes to local teams, ensuring correct implementation and identifying process gaps; • Train and onboard new team members on CRM processes and tools; • Manage sales approval processes, including technical validations and compliance with internal policies; • Prepare and maintain documentation, templates, and proposals; • Lead and participate in local and global projects focused on process improvement, automation, and optimization; • Supervise commission calculations and provide data-driven insights to support business growth.