CRM Sales & Operations Lead - HubSpot

We are looking for a strategic CRM Sales & Operations Lead - HubSpot to champion our migration from Salesforce to HubSpot and drive revenue growth through operational excellence. This role combines CRM, sales operations, and revenue operations to optimise our entire sales funnel and drive data-driven growth at scale.

What you ll do:

HubSpot platform ownership

• Platform champion: serve as the internal HubSpot expert, driving adoption, training teams, and ensuring maximum platform utilisation
• System architecture: design and implement sales funnel stages, deal pipelines, and revenue processes after coordinating with sales, product and marketing team, in a way that aligns with Stake's business model
• Dashboard & analytics: build comprehensive dashboards tracking KPIs across the entire customer journey from lead to investor
• Automation strategy: create workflows for lead nurturing, and sales team notifications and efficiency

Campaign operations & messaging

• Campaign creation: design and execute multi-touch email/WhatsApp sequences for lead nurturing, investor onboarding, and expansion
• Message development: brief creative team on copy for automated sequences, follow-up campaigns, and sales communications
• Segmentation strategy: build advanced audience segments based on investor behaviour, geography, and investment preferences
• A/B testing: Continuously optimise messaging, timing, and campaign performance across all touch-points

Revenue operations & analytics

• Sales performance: generate regular reports on pipeline health, conversion rates, team performance, and revenue forecasting
• Data governance: ensure data quality, implement standardisation processes, and maintain accurate investor records
• Process optimisation: Identify bottlenecks in the sales process and implement solutions to improve efficiency
• Cross-team alignment: collaborate with growth and product teams to optimise the entire investor journey

Leadership advisory

• Executive reporting: provide insights and recommendations to leadership on sales performance and growth opportunities
• Revenue forecasting: support strategic planning with accurate pipeline predictions
• Process innovation: continuously evaluate and implement new HubSpot features that drive business results