Manage internal revenue operations, pre-sales contract and deal desk processes, and light HubSpot administration. Administer Salesforce for client-facing projects, bridge HubSpot and Salesforce data, and support infrastructure project management and compliance certification efforts such as SOC 2 and ISO. The role requires adaptability, strong communication, proactive execution, and the ability to manage shifting priorities across systems and departments.
Summary of Role
We are seeking a versatile and highly adaptable RevOps and CRM Specialist to manage a multi-functional role supporting internal revenue operations, client services, and infrastructure projects. This position is designed for a proactive "utility player" who can navigate shifting weekly priorities across HubSpot and Salesforce while driving operational excellence and compliance.
Your Impact & What You'll Do
- Internal RevOps Mastery (60%): Own the pre-sales contract lifecycle and deal desk processing. Perform "light" administration for our HubSpot environment to keep the revenue engine running smoothly.
- Client CRM Administration (20-30%): Serve as a hands-on Salesforce (SFDC) Admin for client-facing projects, executing configuration tasks and supporting the broader SFDC practice.
- Infrastructure & Compliance (10-20%): Provide short-term project management for internal infrastructure teams and support the process for new compliance certifications (e.g., SOC2 or ISO) for a few hours per week.
- Cross-Functional Execution: Act as a proactive self-starter who clarifies requirements and quickly adds value across diverse internal and client-facing workstreams.
- System Synergy: Manage complex operational processes by bridging the gap between HubSpot data and Salesforce environments.
Why You'll Thrive at Execo
- Operational Versatility: You have a proven ability to manage shifting priorities across multiple systems and departments without losing attention to detail.
- CRM Proficiency: You are comfortable working in both HubSpot and Salesforce, with experience in CRM Administration, RevOps, or Deal Desk functions.
- Action-Oriented: You don't wait for instructions; you are a self-starter who drives results and seeks the clarification needed to keep projects moving.
- Clear Communicator: Strong written and verbal communication skills, essential for collaborating with internal leadership and external clients.
- Agile Learner: You possess the "proactive" DNA required to cross-train quickly and adapt to the evolving needs of a fast-growing global organization.
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What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
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