About Revenue Optics :

Revenue Optics is a commercial transformation firm built for PE-backed B2B distributors and industrials companies. We operate across three business lines: Sales Transformation Consulting, Sales Recruiting, and AI Solutions. Our clients are private equity-backed companies where inside sales is either nonexistent or underperforming and our mandate is to build it into a growth engine.

We are sub-one-year old, scaling fast, and building the operating infrastructure to support 10x growth. HubSpot, Salesforce, and NetSuite are core layers of that infrastructure both for our own business development and as the standard CRM platforms we deploy inside client engagements.

Why This Role Exists :

Revenue Optics recently became a HubSpot Solutions Partner and works across Salesforce and NetSuite environments for clients at various stages of CRM maturity. We need someone who can own the technical build, configuration, and ongoing administration of CRM platforms across two tracks:

Internal: Configure and manage Revenue Optics' own HubSpot instance for pipeline management, marketing automation, and partner program operations

Client-Facing: Deploy, customize, and operationalize CRM environments (HubSpot, Salesforce, NetSuite) inside client engagements as part of consulting mandates

This is not a support role. It is a build role. The person in this seat will be creating infrastructure that gets used across every engagement Revenue Optics runs.

What You Will Own :

HubSpot Administration (Internal & Client) :

- Configure and maintain Sales Hub and Marketing Hub Professional for Revenue Optics

- Build and optimize pipeline stages, contact and company properties, and deal workflows

- Create and manage email sequences for outbound prospecting and partner communications

- Build manager-level dashboards and reporting views

- Manage contact database hygiene, list segmentation, and lead scoring

- Connect HubSpot to third-party tools including LinkedIn, Zapier, Apollo, or equivalent

- Own HubSpot partner program tracking: deal registrations, commission reporting, and tier progress

- Deploy the Revenue Optics distribution CRM template inside client HubSpot instances

- Customize pipeline stages, contact properties, and sequence templates to each client's territory structure and account tiers

- Train client-side admins and inside sales reps on HubSpot workflows during onboarding

Salesforce & NetSuite Configuration (Client Engagements) :

- Audit existing client CRM environments (Salesforce Sales Cloud or NetSuite CRM) and deliver prioritized configuration roadmaps

- Configure objects, fields, page layouts, record types, validation rules, workflows, and automation flows tailored to each client's sales motion

- Design and roll out lead, account, contact, and opportunity data models that match how the business actually sells

- Define and configure pipeline stages, stage exit criteria, forecast category mapping, and probability weighting

- Set up account lifecycle rules creation, enrichment, ownership assignment, deduplication, and ongoing data hygiene

- Build follow-up cadences, task automation, and next-best-action prompts

Reporting, Dashboards & Forecasting :

- Build executive, manager, and rep-level dashboards covering pipeline coverage, conversion rates, win/loss, sales velocity, activity metrics, and quota attainment

- Design forecast reports and roll-ups that sales leadership can trust for weekly pipeline reviews and board reporting

- Create custom report types and calculated fields surfacing role-specific metrics

- Continuously refine reporting based on actual usage eliminate what nobody reads

Integrations & Automation Build :

- Integrate CRM platforms with collaboration tools (Slack, Microsoft Teams), email, telephony, marketing automation, e-signature, and ERP systems

- Build HubSpot workflows that automate account re-engagement triggers, task creation, and rep notifications

- Integrate AI tools (ChatGPT, Claude, or equivalent) into HubSpot workflows for sequence personalization and contact enrichment

- Connect HubSpot to ERP data sources (P21, Eclipse, or equivalent) via middleware for account intelligence sync

- Manage data flows between Salesforce/NetSuite and adjacent systems ensuring clean handoffs across marketing, sales, and finance

SOPs, Enablement & Governance :

- Author clear, role-specific SOPs for how sales reps, SDRs, account managers, and sales leaders use the CRM day-to-day

- Create user guides, quick-reference cards, and onboarding checklists for new joiners

- Run live training sessions and adoption clinics to drive consistent usage across client sales teams

- Maintain a CRM governance model: change requests, release management, sandbox vs. production discipline, and access controls

- Document all configuration decisions, field dictionaries, automation logic, and integration maps for handoff and long-term support

What We Need From You :

Non-Negotiable Requirements :

- 3 to 6 years of hands-on CRM configuration experience across HubSpot, Salesforce, or NetSuite not just usage

- HubSpot Sales Hub Professional certification (current, not expired)

- Demonstrated experience building custom properties, pipeline architectures, and sequence libraries in HubSpot

- Hands-on Salesforce Sales Cloud and/or NetSuite CRM configuration experience (5+ years preferred for Salesforce/NetSuite track)

- Experience connecting CRM platforms to third-party systems via native integrations or middleware (Zapier, Make, or equivalent)

- Track record of writing SOPs and training non-technical sales users

- Strong written English at a professional standard you will interface with PE-caliber clients and US-based leadership

- Ability to work at least 5 hours of overlap with US Eastern Time

- High accountability orientation you own your deliverables end to end and do not wait to be chased

Strong Differentiators :

- Experience in a consulting, agency, or managed services environment where you configured CRM for multiple clients

- HubSpot Marketing Hub or Operations Hub certifications

- Salesforce Administrator, Advanced Administrator, or Sales Cloud Consultant certification

- NetSuite SuiteFoundation, ERP Consultant, or Administrator certification

- Experience building AI-assisted workflows or prompt-based automations inside CRM platforms

- Background supporting B2B sales teams, not B2C or e-commerce

- Familiarity with ERP systems used in industrial distribution (P21, Eclipse, Epicor)

- Exposure to data tools (Apex/SOQL, SuiteScript, SQL) for advanced customization

- Experience with CPQ, revenue/billing modules, or partner/channel sales modules

What Success Looks Like in the First 6 Months :

- Revenue Optics' own HubSpot instance is fully configured, optimized, and running clean across Sales Hub and Marketing Hub

- At least two client CRM deployments completed with customized pipelines, dashboards, and SOPs signed off by client leadership

- A complete SOP and enablement library published, with measurable improvement in CRM adoption and data quality across client teams

- At least one high-impact automation live in production (AI-assisted sequencing, ERP sync, or deal alert integration)

- Dashboard suite powering weekly pipeline reviews and monthly forecast calls for both internal and client use

What You Are Signing Up For :

Revenue Optics is not a large company with defined processes and a playbook handed to you on day one. You will be building infrastructure that does not exist yet, for a firm that is scaling fast.

The people you work with are operator-credentialed and move quickly. They expect the same from you. If you are looking for a stable execution role inside an established system, this is not the right fit. If you want to own something real, build something that gets used at scale, and grow fast inside a firm on a trajectory to $25M+, this is exactly the right seat.