CRM & Revenue Operations Specialist

CRM & Revenue Operations Specialist

Location: - Remote, India

Type Full Time

Experience- Minimum 5 Years

Platforms- HubSpot + Zoho CRM

About CurrentWare

CurrentWare is a B2B SaaS platform providing employee monitoring and workforce analytics to compliance-driven organisations in government, healthcare, legal, and enterprise. Backed by Gulmohar Capital Partners, we are in a focused growth phase building scalable revenue infrastructure with a lean, high-ownership team.

The Role

We are hiring a CRM & Revenue Operations Specialist to own the full revenue tech stack and ensure our GTM engine runs cleanly, measurably, and efficiently. This is a hands-on builder role you will manage our Zoho CRM and HubSpot Marketing Hub instances, design automation workflows, maintain pipeline data integrity, and produce the dashboard reporting that drives GTM decisions.

You will work directly with the Head of GTM and have end-to-end ownership of how we capture, track, and convert revenue. This is not a ticket-taker role you will identify problems, propose solutions, and implement them.

What You Will Own

1.CRM & Pipeline Operations Zoho CRM

• Own the Zoho CRM instance end-to-end: data model, custom modules, workflows, user roles, and permissions
• Define and enforce the full lead lifecycle: MQL SQL Opportunity Closed Won / Closed Lost
• Build and maintain lead scoring models, pipeline views, and forecasting reports
• Ensure data hygiene: deduplication, enrichment, field standardisation, and audit trails
• Create and manage custom dashboards inside Zoho CRM for pipeline health, stage conversion, and rep activity

2.Marketing Automation HubSpot Marketing Hub

• Own all HubSpot workflows, nurture sequences, list segmentation, and forms
• Manage the HubSpotZoho CRM bidirectional sync: ensure data flow accuracy, attribution integrity, and zero data loss
• Run the operational side of all outbound and nurture email sends templates, scheduling, deliverability, and unsubscribe compliance
• Set up and maintain UTM structures and campaign tracking across all channels
• Build and maintain HubSpot dashboards tracking campaign performance, email engagement, and lead funnel metrics

3.Dashboard Reporting & Revenue Visibility

This role is the single source of truth for GTM data at CurrentWare. You will own all reporting across both platforms.

• Build and maintain a suite of dashboards in Zoho CRM and HubSpot covering pipeline health, stage-wise conversion rates (MQL SQL Opportunity Won), campaign ROI, lead source performance, and rep-level activity
• Produce weekly pipeline summaries and monthly GTM performance reports for leadership no raw exports, only clean structured insights
• Own the full-funnel attribution model: first touch to closed-won, across paid, organic, and outbound channels
• Track and report on core revenue KPIs: CAC, LTV, MQL SQL rate, pipeline velocity, and win/loss ratio
• Identify funnel drop-offs and revenue leakage; present findings with recommended fixes
• Support quarterly OKR reporting tied to GTM metrics

4.Automation & Integrations

• Build and maintain integrations between HubSpot and Zoho CRM using Zapier or Make (Integromat)
• Proactively automate repetitive GTM processes lead routing, task creation, follow-up sequences, data enrichment
• Ensure all inbound leads from all channels flow correctly into the CRM with accurate source tagging and lifecycle stage assignment
• Maintain integration health and troubleshoot sync issues independently

What We Are Looking For

Required

Experience-36 years in a CRM, marketing ops, or revenue ops role at a B2B SaaS company

HubSpot depth- Power-user / admin level able to build complex workflows, manage sync, and debug issues without handholding

Zoho CRM depth-Admin-level ownership custom modules, workflows, roles, and pipeline configuration

Platform sync- Hands-on experience managing the HubSpotZoho bidirectional sync

B2B fundamentals- Strong grasp of lead lifecycle, pipeline management, attribution modelling, and funnel metrics

Dashboard reporting- Proven ability to build decision-ready dashboards inside HubSpot and Zoho CRM not just exports

Data literacy-Comfortable spotting anomalies, drawing conclusions, and communicating insights to non-technical stakeholders

Autonomy-Ability to work independently, manage competing priorities, and deliver end-to-end without heavy oversight

Nice to Have:

• HubSpot Marketing Hub or HubSpot RevOps certification
• Add-on, Experience with Zapier or Make (Integromat) for cross-tool automation
• Exposure to compliance-driven verticals: government, healthcare, or legal SaaS
• Prior experience working directly with a GTM leader at a scale-up

CurrentWare is an equal-opportunity employer. We evaluate candidates on skills, ownership, and platform depth not pedigree.