Our client is a fast-growing, venture-backed B2B SaaS company modernizing an industry that technology has largely passed by. Having recently closed a strong Series A from a top-tier institutional investor, the company is scaling quickly, already serves hundreds of customers nationwide, and is building an AI-native go-to-market organization from the ground up. This is a rare opportunity to join at an early stage, work directly with founders and executive leadership, and help define how a modern, AI-first revenue engine gets built.
Role Overview
This is not a traditional RevOps role — our client isn’t hiring someone to police CRM hygiene or build dashboards nobody looks at. This person will fundamentally rethink how a modern go-to-market team operates, with AI at the center of everything, and will own the efficiency and effectiveness of the entire GTM engine across Sales, Marketing, and Customer Success — from pipeline visibility, to total addressable market, to why deals stall, to what happens after the sale through implementation, adoption, and upsell.
The role sits at the intersection of Sales, Marketing, and RevOps — a trifecta that operates as one GTM org by design — and extends into Customer Success and other functions wherever it makes the business run smoother. The team is built on HubSpot with a modern AI stack, and this person will continuously evaluate and onboard new tools that push the team forward. This is an individual contributor role with a director’s level of scope and autonomy: equal parts strategist and builder.
Key Responsibilities
- GTM Infrastructure & AI-First Systems: Own the CRM and surrounding tool ecosystem — not just maintain it, reimagine it. Build workflows where AI handles data entry, call logging, deal updates, and follow-up scheduling so reps and CS managers spend their time on people, not fields.
- Pipeline Visibility & Analytics: Give Sales and Marketing leadership a clear, real-time view of the pipeline — what’s moving, what’s stuck, and what’s missing — with reporting that drives weekly decisions, not quarterly slide decks.
- Market Intelligence & TAM Analysis: Map the total addressable market, track penetration, and partner with Sales and Marketing to organize around who to talk to, when, and why.
- Full-Lifecycle Optimization: Own visibility and process from first outbound touch through implementation, adoption, renewal, and upsell — not just through closed-won.
- Tool Evaluation & Stack Innovation: Continuously scout, evaluate, and onboard new tools that increase speed and success rate, integrating without creating sprawl.
Ideal Experience
- Deep RevOps experience with a modern CRM (HubSpot a strong plus) — you’ve built and owned the system, not just reported out of it.
- A genuine obsession with AI and automation — you’re already using tools like Claude or GPT to rethink how work gets done.
- Strategic thinker with a builder’s mentality — you can see the big picture and also get hands-on to wire it up yourself.
- Experience instrumenting the full customer lifecycle, not just the sales funnel.
- Strong cross-functional instincts — you see yourself as the connective tissue across Sales, Marketing, and Customer Success.
- Comfortable with ambiguity and speed at a fast-moving, early-stage company.
