• Own, implement, optimize, and integrate the revenue tech stack to improve GTM efficiency and outcomes across Sales, Marketing, and Customer Success. • Administrate and optimize of revenue tools, CRM workflow design, cross-system integrations, data governance, and vendor management. High adoption of tools, clean and governed data leading to fast and accurate lead/account routing, reliable forecasting/visibility, and measurable productivity and conversion gains. • Implement and oversee platforms for intelligence, forecasting, and automation. • Manage primary tools such as Gong, Clari, ZoomInfo/Ringlead, and others. • Interface with vendors, handle renewals, and troubleshoot tool-related issues. • Promote seamless communication between core tools and enhance interoperability. • Evaluate the current GTM tech stack, recommending consolidations or additions. • Educate the GTM team on workflows and new tool features. • Act as the liaison with Salesforce admins for CRM data and workflow improvements. • Support SFDC hygiene, manage account changes, and troubleshoot issues. • Manage account scoring and enrichment to guide sellers on revenue opportunities. • Maintain CRM enrichment through automated deduplication and integration tasks. • Serve as the primary Ringlead owner, maintaining automated CRM hygiene and rep assignment logic.

• Support the Revenue Operations routine, ensuring visibility, consistency and efficiency in the metrics, analyses and cadences that connect Revenue Operations (CSOps), Pricing, Product Marketing, Finance and Data. • Work with a revenue-focused perspective on the customer base, analyzing MRR, ARR, ACV, expansion opportunities, contraction, financial churn, NRR, GRR, retention (net and gross). • Identify revenue risk patterns, such as financial churn, contraction, downgrades, reductions in MRR/ARR, delinquency, poor renewal performance or loss of financial potential. • Identify revenue growth and leverage opportunities, including upsell, cross-sell, contractual expansion, higher average deal size and revenue recovery. • Generate actionable insights for the Customer Success team and CSOps leadership, supporting account prioritization, goal tracking and action plans aimed at retention and expansion. • Track Customer Success performance goals related to expansions, contractions, financial churn, NRR, GRR, ACV and ARR. • Build revenue analyses by segments, cohorts, plans, customer size and contract profiles, identifying financial risks, expansion opportunities and drivers of growth, loss or contraction. • Support Revenue Intelligence initiatives, including financial cohort analyses, revenue forecasting, growth scenarios, cash flow impact and predictability of future revenue. • Build, maintain and evolve dashboards and reports for revenue performance, funnel, pipeline, forecast, financial churn, expansion, contraction, NRR, GRR, ACV, ARR and productivity. • Extract, query and analyze large volumes of data using SQL, HubSpot and spreadsheets to produce Revenue analyses. • Work in partnership with Ops/Data teams to ensure data quality, consistency and reliability of the datasets and metrics used by the Revenue area. • Support revenue management rituals such as pipeline reviews, goal performance analysis, churn reviews, expansion analysis, QBRs and indicator follow-up meetings. • Identify opportunities to improve analyses, metrics, dashboards and follow-up cadences, translating revenue data into practical recommendations to drive revenue in Customer Success.

Role Description This is not an administrative role. This is not an entry-level role. This is a builder role. Your Mission: - Build a predictable, measurable, AI-powered revenue generation engine. - Work directly with the CEO to create systems, automations, dashboards, workflows, and operating infrastructure that consistently generate qualified opportunities. - Success will be measured by the strength of the pipeline you build and the leverage you create across the business. What You Will Own - Revenue Operations - Design and optimize CRM infrastructure. - Build revenue dashboards and KPI tracking systems. - Create visibility into pipeline health across all service lines. - Build follow-up and lead nurturing systems. - Establish operating rhythms around revenue generation activities. - Speaking Pipeline (Primary Focus) - Build and operate a speaking opportunity sourcing engine. - Systematize the application and opportunity tracking process. - Create outreach workflows for event organizers and speaker bureaus. - Implement follow-up automation and CRM integrations. - Deliver measurable KPI reporting on pipeline performance and health. - AI & Automation - Build workflows using AI tools such as ChatGPT and Claude, along with automation platforms. - Eliminate repetitive manual work across the business. - Create scalable and repeatable operating systems. - Document SOPs and processes to ensure sustainability and consistency. Success in the First 90 Days - Revenue Infrastructure Built - CRM optimized and structured for pipeline management. - Dashboards implemented with real-time visibility. - KPI tracking established across critical business metrics. - Revenue reporting operational and delivered on a weekly basis. - Speaking Pipeline Built - Speaking opportunity engine fully operational. - Opportunity tracking and application process systemized. - Follow-up workflows active and automated. - Pipeline visible, measurable, and consistently generating qualified opportunities. Workshop pipeline development, executive advisory pipeline expansion, and broader operational leverage initiatives will become Phase 2 priorities (months 4–6) once the foundation is established. Qualifications - 3+ years of experience in Operations, Revenue Operations (RevOps), or Growth Operations. - Experience with CRM platforms such as HubSpot, Salesforce, Pipedrive, Go High Level, or similar. - Experience with automation platforms such as Zapier, Make, n8n, or equivalent. - Experience using AI tools such as ChatGPT and Claude for workflow design and automation. - Experience building dashboards and KPI tracking systems. - Experience designing outbound prospecting and lead generation systems. - Strong process design and documentation skills. - Professional-level English and Spanish proficiency. - Must be based in Latin America (LATAM). Preferred - Experience with Claude Code, Claude Co-Work, or similar AI-assisted development tools. - Startup or founder-support experience. - Experience supporting advisors, consultants, or professional services businesses. - Proficiency with Apollo.io and LinkedIn Sales Navigator. - Experience building AI-first operating systems. Who You Are - Entrepreneurial: You identify opportunities, take initiative, and move projects forward without waiting for direction. - Autonomous: You deliver results independently with minimal supervision. - Data-Driven: You rely on metrics, track performance consistently, and make decisions based on evidence. - AI-Native: You naturally look for ways to automate, optimize, and scale work using AI. - Resourceful: You find practical solutions even with limited resources, tools, or guidance. - Direct: You communicate honestly, clearly, and constructively, regardless of audience. Most importantly, you are energized by the opportunity to build a revenue engine from the ground up and create meaningful business impact through systems, automation, and operational excellence.

• Analyze end-to-end sales performance across funnel stages (lead, pipeline, conversion, close) • Identify bottlenecks in revenue generation and conversion efficiency • Conduct root-cause analysis using CRM, revenue intelligence, and operational data • Partner with Sales Leadership and RevOps to define performance improvement priorities • Design and implement scalable sales enablement programs (onboarding, ramp-up, ongoing development) • Translate performance gaps into structured enablement initiatives (training, coaching, process, or tooling—not always training) • Develop sales playbooks, frameworks, and operating models to improve seller effectiveness • Drive adoption of sales methodologies, tools, and standardized processes • Act as a liaison between Sales, Revenue Operations, Marketing, Product, and Finance • Collaborate with stakeholders to ensure alignment on messaging, process, and execution • Support leadership in translating commercial strategy into execution plans • Build scalable, repeatable enablement and revenue operating systems • Develop KPI frameworks, dashboards, and performance tracking mechanisms • Improve CRM hygiene, forecasting accuracy, and pipeline visibility • Define success metrics for enablement and revenue initiatives • Track impact of interventions on pipeline generation, conversion rates, ramp time, and productivity