Overview
We are seeking an experienced RevOps Systems Consultant to enhance a growing SaaS company's CRM and finance systems through a hands-on, technical role. The consultant will work closely with cross-functional teams to streamline the integration of HubSpot and Xero, ensuring accurate data, efficient revenue management, and optimized operational processes. This position focuses on the practical delivery of solutions rather than advisory services, facilitating improvements in systems functionality and data accuracy.
Responsibilities
- Review the existing HubSpot environment and recommend an implementation plan.
- Consolidate and migrate customer, contract and historical data from legacy CRM systems into HubSpot.
- Configure HubSpot, including custom objects, workflows, pipelines, automation and reporting.
- Implement and optimise the integration between HubSpot and Xero, ensuring customer, invoice and payment data reconciles accurately.
- Support the implementation of HubSpot Revenue Hub, including invoicing, subscriptions and contract management.
- Work with Finance and Sales teams to improve data quality, reporting and operational efficiency.
- Document configurations, integrations and processes to enable a smooth handover.
Requirements
- Strong hands-on experience implementing, configuring and integrating HubSpot CRM.
- Experience delivering CRM migrations, data cleansing, mapping and consolidation.
- Proven experience integrating CRM platforms with accounting or finance systems, ideally Xero.
- Strong understanding of Revenue Operations processes, particularly contracts, billing and recurring revenue.
- Experience with HubSpot Sales Hub, workflows, custom objects and automation.
- Familiarity with APIs or integration platforms such as Zapier, Make or Workato.
- Ability to independently manage technical implementation activities and deliver against agreed milestones.