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Ben is a benefits platform that connects the entire benefits ecosystem to create better outcomes for employers, employees, brokers, and providers. As Revenue Operations Associate, you will own the tooling and data infrastructure that enables Ben to scale in enterprise, building an intelligent go-to-market motion with HubSpot as the source of truth.
Key responsibilities include:
- Data Hygiene & CRM Management: Run regular data hygiene initiatives including deduplication, property fixes, field enrichment, and proactive issue detection. Manage user access and permissions across HubSpot.
- Lead Routing & Workflows: Build and maintain workflows, lead scoring models, and routing logic to move leads from marketing to sales efficiently, ensuring nothing falls through the cracks.
- Sales Analytics & Reporting: Create and maintain HubSpot reports and dashboards tracking pipeline, win rates, and deal stage progression. Pull weekly numbers, flag anomalies, and support forecasting and territory planning alongside senior team members.
- Sales Stack Ownership: Be the primary point of contact for RevOps tooling (HubSpot, Apollo, Airspeed, Nooks). Set up users, troubleshoot sync issues, and ensure proper tool adoption across the team.
- Documentation & Onboarding: Keep sales processes and HubSpot documentation current. Onboard new go-to-market hires on tools and pipeline processes.
- AI-Driven Optimization: Leverage AI to reduce manual admin work, accelerate enrichment, and improve reporting speed. Test AI applications in routing and lead scoring, shipping experiments that demonstrate value.
You will work closely with sales, marketing, and customer success teams. Sales leaders will depend on you for decision-making numbers, and you'll have autonomy to design tooling and workflows.
REQUIREMENTS:
- 1–2 years hands-on experience with CRM platforms (HubSpot or Salesforce) in RevOps, sales ops, marketing ops, or commercial roles, with demonstrated experience building workflows, cleaning records, and creating reports
- Proficiency in Excel or Google Sheets, including pivot tables, lookups, and formula writing
- Hands-on experience building and experimenting with AI tools to automate work, with ability to validate outputs before deployment
- Experience working closely with sales teams on data issues, including root-cause analysis and communicating data problems to stakeholders
- Nice to have: B2B commercial background, HubSpot certifications, experience with sales tools (Apollo, Gong, Cognism, Clay), basic SQL, or BI tools (Looker, Tableau)