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Company | Palmetto Technology Group (PTG) |
Address | Charlotte, NC, United States |
Employment type | FULL_TIME |
Salary | |
Category | Internet Publishing |
Expires | 2023-08-19 |
Posted at | 9 months ago |
Reporting to our Chief Revenue Officer, the RevOps Lead will be in the driver's seat to provide the analytics & forecasting, systems administration, and strategy to ensure the CRO is aggressively moving in the right direction. Every day you will find ways to make the CRO’s job easier and provide insights and tools for the marketing and sales team to deliver their results.
- Maintain the sales & marketing tech stack, including integrations, system configuration, and prioritization of requested enhancements for our current and future tech stack, including ConnectWise, BrightGauge, Lifecycle Insights, Hubspot, ZoomInfo, etc.
- Serve as the main point of contact for all sales & marketing technical projects and initiatives
- Optimize processes with a view to continually improve how the systems are configured to optimize the efficiency and effectiveness of our marking, AM, & sales programs and people
- Owns sales data quality & consistency across all locations for ConnectWise and other systems used for marketing & sales
- Document and implement data acquisition and validation processes to ensure data completeness, quality, and accuracy are aligned with our corporate standards
- Create best practices for data capture and quality control of accounts and contacts for prospects and customers across systems
- Manage and implement go-to-market data segmentation to scale marketing campaigns
- Document and manage the sales & account mgt processes in CRM &/or Connectwise (and manage integrations as needed)
- Regularly train the team on current systems, processes, and policies and share best practices (e.g., lead scoring, sales processes, performance dashboards, etc.)
- Serve as a central point for sales and marketing tech stack training and questions
- Develop training documentation that improves system adoption and guides internal teams on proper system usage
- Continually analyze performance against metrics and work with team leaders to create and implement process improvement plans
- Develop a deep understanding of key revenue performance metrics required to achieve targets, and continuously monitor and report progress
- Surface insights to management that help drive towards action, which includes the development of system reports and dashboards both locally and consolidated views.
- Enables cloud-based reporting within ConnectWise, Lifecycle Insights, and Brightgauge
- Ensure geos are adhering to new data reporting requirements (weekly Ninety, Shore reporting, go-forward new reporting for internal updates)
- Work with CRO & Finance in setting budgets, quotas and developing compensation plans.
- Coordinate information flow across teams and platforms
- Work alongside marketing to establish attribution reporting to track campaign ROI
- Work alongside pre-and post-sales management to support accurate forecasting of all revenue on a weekly, monthly, & quarterly basis
- Prioritize projects objectively across Marketing, Sales, Account Management, and Operations tied to the business goals such as the overall platform’s GTM strategy
- 2+ years of CRM/ERP administrator experience required and other sales and marketing automation. Conectwise experience preferred
- Bachelor’s degree required, with focus in business finance or operations a plus
- Able to work in a face-paced “startup” type environment
- The right person could take a greater role over time to provide input to strategy development and planning
- 1+ years proven financial reporting experience and proficient in tools like MS Office, Pivot Tables, and developing and managing complex spreadsheet files
- Desire to gain exposure to M&A
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