Revenue Operations Manager, Inclined Technologies
HubSpot
+ Stock options
Office located in Downtown Denver, CO
Life insurance optimization software
Be an early applicant
Life insurance optimization software
1-20 employees
Be an early applicant
+ Stock options
Office located in Downtown Denver, CO
1-20 employees
Company mission
To help whole life insurance policyholders realize more value out of their investment.
Role
Who you are
- You should have 4+ years of cross-functional operations experience working with sales, marketing, and customer success teams, preferably within hyper growth, fast-paced and fun environments
- We’re looking for someone with an entrepreneurial, roll-up your sleeves and results-driven mindset in order to drive successful optimization of our GTM functions
- The ideal candidate will be able to learn and grow quickly by understanding our current setup—a foundation of tools, reporting, insights— and help support them to unlock business needs
- Bachelor's degree required
- Expert-level HubSpot user: extensive experience in utilizing HubSpot's tools and methodologies to drive business growth
- Understanding of CRM applications and marketing automation systems and integrating those systems with other technologies
- Advanced Excel and SQL skills
- Comfort with adapting and adjusting to multiple demands, shifting priorities, ambiguity, and rapid change
- An innate drive to innovate and optimize the use of available resources
- Ability to manage multiple projects concurrently in a fast-paced environment
- Ability to understand high-level sales strategies, translate them into system and process requirements, and ensure execution
- Outstanding communication skills
What the job involves
- This will be our foundational RevOps hire, who will focus on driving efficiencies and streamlining processes within our sales, marketing, and customer success teams, which are all deeply embedded in the HubSpot platform. We are searching for a high energy, collaborative and experienced leader to effectively build, manage and scale the function
- This role will report directly to our COO, but also work closely with sales, marketing and customer success teams to implement efficiencies that will make the company work better as a whole, by measuring and analyzing the effectiveness of sales and marketing initiatives as they relate to the overall company's goals
- Partner with our sales team to develop processes to improve inbound lead flow, qualification and follow-up; identify bottlenecks or inefficiencies that slow down conversion
- Analyze sales and marketing data to develop data-driven insights and make recommendations on areas for optimization; help to reduce time spent on administrative tasks
- Work in close partnership with Head of Marketing to execute strategies and set up marketing automations within HubSpot; ensure accurate tracking is implemented
- Create and maintain detailed process documentation on our go-to-market operations
- Develop and maintain metrics on marketing and sales activities, effectiveness, and business impact; gain insights into performance trends and areas for improvement
- Create reports and dashboards with appropriate cadence for leadership and other stakeholders while ensuring use of consistent sales KPI definitions across the company
- Create sales collateral based on insights and learnings
- Evaluate new technologies and add-on applications to improve and enhance sales productivity
- Establish and maintain scalable processes that ensure best practices in campaign and lead management
- Support various HubSpot-based needs of the sales team, providing technical assistance with templates, automations, lists, scheduling tools, and more as needed
Our take
Inclined Technologies offers software to help consumers realize more value out of their life insurance policies. The start-up is democratizing this $150 billion market, offering a solution to the inefficient way whole life policies are borrowed.
The fintech company has built a first-of-its-kind platform that directly addresses two inherent problems with the market to ensure that policyholders access their savings in a costly manner. Inclined is well positioned for growth as the first modern technology to enter this market. By integrating carriers, policyholders, and lenders in an aligned fashion, Inclined opens the door to endless possibilities outside of refinancing.
Inclined has partnered with HSCM Ventures and plans to use capital to optimize the way people access the equity they’ve built up, as well as acting as a reliable technology partner to whole life carriers across the US. Over time, Inclined will tackle the $1 trillion opportunity in whole life cash value access.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
Sep 2022
$15m
SERIES A
Oct 2020
$4m
EARLY VC
Total funding: $19m
Company HQ
Tamalpais-Homestead Valley, CA
Leadership
Joshua Wyss
(CEO)Previous experience as Portfolio Manager for Balyasny Asset Management L.P, Ascend Capital, and Seasons Capital. Served as Chief Investment Officer for First Oak Capital Management and as an Analyst for Standard Pacific Capital and Soundview Technology Group.
Mark Shaw
(CTO)Previously co-founded Guidewire Software and Strava, serving here as CTO and later as Head of Growth. Experience at Kana Software as a Software Engineer.
Graham Gerlach
(CRO)Currently acts as an Owner of Ratio Wealth Group, previous serving as a Managing Partner. Experience as Wealth Management Advisor and Accredited Estate Planner TM for Northwestern Mutual.
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