• Build and maintain dashboards and reports across the sales funnel (MQL → SQL → Opportunity → Closed Won) • Diagnose and solve revenue challenges using data—understand why conversion drops at specific stages, how compensation changes impact velocity, what drives forecast misses • Proactively surface revenue insights (not just respond to asks) "Here's a pipeline coverage problem emerging and here's how to fix it" • Deliver monthly revenue insights and strategic recommendations to Sales, Marketing, and Success leadership • Own the forecasting workflow end-to-end: design the process, support monthly forecasting cycles, conduct variance analysis (forecast vs. actuals) • Identify why forecasts miss and recommend improvements to increase accuracy (90%+ target) • Support board reporting and executive-level forecasting conversations • Audit CRM regularly to identify data quality issues and gaps • Document data standards and best practices; train Sales and Marketing teams on proper CRM usage • Build HubSpot workflows and automation to prevent bad data from entering the system • Drive adoption of data hygiene practices cross-functionally • Document and standardize sales processes (qualification criteria, pipeline stages, deal progression) • Identify inefficiencies in the revenue lifecycle and recommend improvements • Track compensation model impact on sales performance and outcomes • Own HubSpot configuration and optimization (custom properties, lifecycle stages, workflows, automation, integrations) • Partner with leadership on systems improvements and tooling decisions