
Key Performance Metrics Analyst
1 week ago
We are seeking a strategic and process-oriented Key Performance Metrics Analyst to support our Sales and Marketing teams. This critical role will be responsible for optimizing performance across both departments, enabling our customer-facing teams with the systems, data, and processes they need to drive lead generation, sales conversions, customer retention, expansion, and overall satisfaction.
Main Responsibilities:- Systems & Tools Management: Own and manage the Salesforce setup and optimization for both Sales and Marketing teams, including page layouts, custom objects, fields, flows, validation rules, processes, and reporting.
- Marketing Technology Stack Ownership: Manage and optimize the entire marketing technology stack, ensuring seamless integration and optimal performance of all tools, with a primary focus on Hubspot.
- HubSpot & Salesforce Expertise: Serve as the primary administrator and expert for both Salesforce and Hubspot. Develop and implement strategies to maximize the capabilities of both platforms in alignment with our revenue goals. Ensure seamless integration between Hubspot and Salesforce.
- Marketing Automation: Design, implement, and manage automated workflows in Hubspot and Salesforce to streamline marketing processes, improve lead nurturing, and increase efficiency.
- Email Marketing Automation: Manage and optimize all email marketing automation efforts within Hubspot, including lead nurturing flows to guide prospects through the buyer's journey and post-sale customer engagement.
- Sales Process Optimization: Build, document, and maintain key sales processes (e.g., lead routing, opportunity management, forecasting). Partner with Sales leadership to continuously refine sales journey operations.
- Data Management & Analytics: Own all Sales and Marketing data, ensuring data integrity, accuracy, and compliance across systems. Develop and maintain comprehensive reporting dashboards to track key performance indicators, including leads, MQLs, SQLs, conversion rates, customer retention, expansion, and onboarding progress. Analyze data to identify trends, provide actionable insights, and inform both Sales and Marketing strategies.
- Lead Forecasting: Develop and maintain accurate lead forecasting models to predict future lead generation and revenue performance. Collaborate with Sales and Marketing leadership to align forecasting with business objectives.
- Website Management Support: Collaborate with the Website Development team to ensure optimal website performance, user experience, and lead capture capabilities.
- Process Design & Optimization: Create scalable processes that support company growth and improve team efficiency across both Sales and Marketing functions. Identify opportunities to improve workflows and automate repetitive tasks across tools.
- Cross-Functional Collaboration: Work closely with GTM leadership (Sales, Marketing), Product, Customer Success, and Finance teams to align on strategy and enablement initiatives. Support internal training and change management on systems and processes.
- A bachelor's degree required in Business, Marketing, Finance, or another related field.
- 5+ years of experience in a Revenue Operations, Marketing Operations, or Sales Operations role with a focus on Salesforce administration and marketing automation.
- Salesforce Administrator certification is required. Additional Salesforce certifications are a plus.
- Deep expertise in Hubspot marketing automation platform.
- Proven track record of successfully managing and optimizing Sales and Marketing technology stacks.
- Strong understanding of B2B marketing and sales dynamics, bonus points if you have experience in the e-commerce or logistics industry.
- Experience with A/B testing and data-driven decision-making.
- Excellent project management, stakeholder communication, and documentation skills.
- A continuous improvement mindset — always seeking ways to streamline, simplify, and scale.
- Proficiency in Google Workspace suite (Gmail, Docs, Sheets, Slides, etc.).
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