OpenLoopUnited StatesOwns lead lifecycle, routing, and CRM alignment between HubSpot and Salesforce to drive efficient pipeline generation and conversion for Marketing and Sales teams.
Lead Lifecycle & Routing – Design and maintain the full lead lifecycle—from initial capture through MQL definition, routing logic, and SQL handoff—ensuring leads reach the right rep at the right time with the right context.
Pipeline Generation Operations – Partner with Marketing and Sales to optimize pipeline creation workflows, lead response times, and conversion rates at every stage of the top-of-funnel.
CRM Alignment – Own the operational connection between HubSpot and Salesforce—ensuring data flows cleanly between systems, field mappings are accurate, and nothing gets lost in translation.
Campaign & Attribution Tracking – Support campaign performance measurement and pipeline attribution, ensuring Marketing has the data it needs to understand what's working and double down on it.
Funnel Reporting – Monitor pipeline creation and conversion performance, build the reports that keep leaders informed, and flag issues before they become problems.
Process Improvement – Continuously identify and eliminate inefficiencies in lead management, routing, and handoff—bringing a bias toward automation and scale to everything you build.
Cross-Functional Collaboration – Serve as the operational partner for Marketing and Sales leaders, translating their goals into process design, system configuration, and measurement frameworks.
Build and own scalable marketing operations, automation, attribution, and measurement systems at a high-growth AI sales-tech company. Design resilient GTM workflows, leverage AI for efficiency, and partner cross-functionally with RevOps, Demand Gen, and Sales.
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