Lean Layer
About the Role
The Enterprise Technical Consultant is the connective tissue across Revenue Operations, Data, Product, Sales, Marketing, and Customer Success. This role blends systems architecture, operational design, and strategic insight to build a revenue engine that scales with precision.
You are the go-to problem solver for revenue systems and processes. You’ll be asked to untangle messy workflows, debug odd behaviors in tools, and design practical solutions across different CRMs, marketing platforms, data tools, and enablement systems. On any given week, you might be redesigning lead routing in a CRM, fixing broken attribution, improving a handoff process, or helping a team understand why a report “doesn’t look right.”
You still care deeply about data quality and insight, but you are not just a data modeler, you’re an operator and architect who understands the business, the tools, and the people using them. You turn ambiguity into structured systems, and scattered issues into repeatable solutions.
Core Responsibilities 1. Systems Architecture, Troubleshooting & Tooling Ownership
Own the core revenue systems architecture, including CRM (Salesforce/HubSpot), marketing automation, lead management, support tools, and key analytics platforms.
Serve as the first line of problem-solving for system issues: diagnosing broken workflows, mismatched data, and confusing user experiences across tools.
Design and maintain integrations and data flows that keep systems in sync and usable (e.g., CRM ↔ marketing ↔ billing ↔ support).
Introduce governance frameworks (naming conventions, object design, data lineage, SLAs) that prevent chaos over time.
Partner with engineering and product teams to optimize performance, API usage, and system reliability.
Evaluate and implement new tooling as revenue motions evolve (usage-based models, ABM, product-led growth, channel sales, etc.).
2. Revenue Data & Insight Enablement
Ensure the business has reliable, understandable views of the revenue journey (MQL → SQL → SQO → Win → Expansion) across systems.
Build and maintain practical dashboards and reports that answer real stakeholder questions around pipeline, forecasting, attribution, churn risk, and performance.
Lead root‑cause analyses across funnels and customer journeys to identify bottlenecks, waste, and hidden growth opportunities.
Collaborate with data/BI teams on more advanced models when needed, providing clear business requirements and validation.
Translate complex data and systems behavior into clear narratives, recommendations, and action plans for non‑technical stakeholders.
3. Process Design & Revenue Architecture
Model and improve revenue processes (lead handoffs, qualification, routing, renewals, onboarding, escalations) for clarity, speed, and scalability.
Own documentation of RevOps architecture, including decision trees, rules engines, automation maps, and cross‑team dependencies.
Work with GTM leaders to define KPIs, performance frameworks, and operational rhythms (QBRs, forecasting cadences, scorecards).
Design and run experiments to test process changes, messaging, segmentation, or workflow adjustments—and close the loop on learnings.
4. Cross‑Industry Strategy & Creative Problem Solving
Translate business realities from different industries (SaaS, services, e‑commerce, manufacturing, healthcare, staffing, marketplaces, etc.) into workable RevOps solutions.
Tackle ambiguous or novel problems in whatever system they appear—CRM, marketing automation, support tools, or data layer—by breaking them down and prototyping solutions.
Invent and refine methodologies (e.g., Revenue Diagnostics, Funnel Mapping, “Insights Machine,” TAM/ICP frameworks) that can be reused across customers.
Bring design thinking to revenue systems—making them intuitive, scalable, and elegant for the people who use them every day.
5. Stakeholder Enablement & Change Leadership
Act as a strategic partner to Sales, Marketing, CS, and Finance, helping them articulate problems and co‑design solutions.
Translate technical and systems work into stories, visuals, and examples that drive adoption, alignment, and excitement.
Lead workshops, training, and playbook development to roll out new processes, systems, or reporting.
Facilitate cross‑functional alignment by serving as the “chief navigator” for how revenue systems and processes fit together.
Required Experience & Skills Technical Skills
Solid SQL skills (for debugging data issues, building analyses, and validating logic).
Strong experience with CRM architecture (Salesforce or HubSpot), including custom objects, validation, workflows, and integration design.
Hands‑on experience with marketing automation platforms and customer lifecycle data.
Familiarity with BI & analytics tools (Looker, Power BI, Tableau, Looker Studio) for building stakeholder‑facing views.
Understanding of integration concepts and APIs (REST, webhooks, sync automation) to reason about how systems connect.
Bonus: Experience with data warehouses (BigQuery, Snowflake) and ETL/ELT (dbt, Python, Airflow) to collaborate effectively with data teams.
Strategic Skills
Proven ability to structure ambiguous problems and turn them into clear solutions and roadmaps.
Facility in moving between high‑level strategy and hands‑on execution in tools.
Ability to distill complex systems into clear, compelling narratives and decision points.
Strong business acumen across industries (B2B, B2C, marketplaces, services, SaaS).
Familiarity with forecasting, pipeline mechanics, segmentation, and scoring—enough to challenge assumptions and improve processes.
Creative & Learning‑Driven Skills
Natural curiosity and a bias toward experimentation and iteration.
Comfort proactively learning new industries, business models, and system landscapes.
Ability to design systems that balance structure with flexibility as the business evolves.
Creative problem‑solving—thinking beyond “how things work today” and pushing toward “how this could work better”.
Success in This Role Looks Like
Stakeholders come to you first when “something feels off” in the systems—and things get better after you’re involved.
Revenue data is clean enough, unified enough, and trusted enough for day‑to‑day decision making.
Sales, Marketing, and CS teams operate with clarity, fewer bottlenecks, and less confusion between tools.
Forecasting and reporting feel more predictable and defensible over time.
Insights and fixes shift from reactive fire drills to proactive opportunities and improvements.
Processes operate smoothly, and new workflows launch quickly with minimal friction and rework.
The company scales faster because the revenue engine—and the systems behind it—are designed and maintained intentionally.
Why This Role Matters In modern organizations, RevOps is not just a function—it’s the operating system for revenue. The Enterprise Technical Consultant ensures that revenue systems, data, processes, and insights move in sync, solving real problems for the business day after day and empowering the company to adapt, grow, and outperform.
Learn more about what it's like to work at Lean Layer here. For Canadian Residents: We also invite you to apply for this position but please note that at this time we can only hire those outside of the United States as full‑time contractors. If you have any questions about this set up, please don't hesitate to reach out to.
#J-18808-Ljbffr
You are the go-to problem solver for revenue systems and processes. You’ll be asked to untangle messy workflows, debug odd behaviors in tools, and design practical solutions across different CRMs, marketing platforms, data tools, and enablement systems. On any given week, you might be redesigning lead routing in a CRM, fixing broken attribution, improving a handoff process, or helping a team understand why a report “doesn’t look right.”
You still care deeply about data quality and insight, but you are not just a data modeler, you’re an operator and architect who understands the business, the tools, and the people using them. You turn ambiguity into structured systems, and scattered issues into repeatable solutions.
Core Responsibilities 1. Systems Architecture, Troubleshooting & Tooling Ownership
Own the core revenue systems architecture, including CRM (Salesforce/HubSpot), marketing automation, lead management, support tools, and key analytics platforms.
Serve as the first line of problem-solving for system issues: diagnosing broken workflows, mismatched data, and confusing user experiences across tools.
Design and maintain integrations and data flows that keep systems in sync and usable (e.g., CRM ↔ marketing ↔ billing ↔ support).
Introduce governance frameworks (naming conventions, object design, data lineage, SLAs) that prevent chaos over time.
Partner with engineering and product teams to optimize performance, API usage, and system reliability.
Evaluate and implement new tooling as revenue motions evolve (usage-based models, ABM, product-led growth, channel sales, etc.).
2. Revenue Data & Insight Enablement
Ensure the business has reliable, understandable views of the revenue journey (MQL → SQL → SQO → Win → Expansion) across systems.
Build and maintain practical dashboards and reports that answer real stakeholder questions around pipeline, forecasting, attribution, churn risk, and performance.
Lead root‑cause analyses across funnels and customer journeys to identify bottlenecks, waste, and hidden growth opportunities.
Collaborate with data/BI teams on more advanced models when needed, providing clear business requirements and validation.
Translate complex data and systems behavior into clear narratives, recommendations, and action plans for non‑technical stakeholders.
3. Process Design & Revenue Architecture
Model and improve revenue processes (lead handoffs, qualification, routing, renewals, onboarding, escalations) for clarity, speed, and scalability.
Own documentation of RevOps architecture, including decision trees, rules engines, automation maps, and cross‑team dependencies.
Work with GTM leaders to define KPIs, performance frameworks, and operational rhythms (QBRs, forecasting cadences, scorecards).
Design and run experiments to test process changes, messaging, segmentation, or workflow adjustments—and close the loop on learnings.
4. Cross‑Industry Strategy & Creative Problem Solving
Translate business realities from different industries (SaaS, services, e‑commerce, manufacturing, healthcare, staffing, marketplaces, etc.) into workable RevOps solutions.
Tackle ambiguous or novel problems in whatever system they appear—CRM, marketing automation, support tools, or data layer—by breaking them down and prototyping solutions.
Invent and refine methodologies (e.g., Revenue Diagnostics, Funnel Mapping, “Insights Machine,” TAM/ICP frameworks) that can be reused across customers.
Bring design thinking to revenue systems—making them intuitive, scalable, and elegant for the people who use them every day.
5. Stakeholder Enablement & Change Leadership
Act as a strategic partner to Sales, Marketing, CS, and Finance, helping them articulate problems and co‑design solutions.
Translate technical and systems work into stories, visuals, and examples that drive adoption, alignment, and excitement.
Lead workshops, training, and playbook development to roll out new processes, systems, or reporting.
Facilitate cross‑functional alignment by serving as the “chief navigator” for how revenue systems and processes fit together.
Required Experience & Skills Technical Skills
Solid SQL skills (for debugging data issues, building analyses, and validating logic).
Strong experience with CRM architecture (Salesforce or HubSpot), including custom objects, validation, workflows, and integration design.
Hands‑on experience with marketing automation platforms and customer lifecycle data.
Familiarity with BI & analytics tools (Looker, Power BI, Tableau, Looker Studio) for building stakeholder‑facing views.
Understanding of integration concepts and APIs (REST, webhooks, sync automation) to reason about how systems connect.
Bonus: Experience with data warehouses (BigQuery, Snowflake) and ETL/ELT (dbt, Python, Airflow) to collaborate effectively with data teams.
Strategic Skills
Proven ability to structure ambiguous problems and turn them into clear solutions and roadmaps.
Facility in moving between high‑level strategy and hands‑on execution in tools.
Ability to distill complex systems into clear, compelling narratives and decision points.
Strong business acumen across industries (B2B, B2C, marketplaces, services, SaaS).
Familiarity with forecasting, pipeline mechanics, segmentation, and scoring—enough to challenge assumptions and improve processes.
Creative & Learning‑Driven Skills
Natural curiosity and a bias toward experimentation and iteration.
Comfort proactively learning new industries, business models, and system landscapes.
Ability to design systems that balance structure with flexibility as the business evolves.
Creative problem‑solving—thinking beyond “how things work today” and pushing toward “how this could work better”.
Success in This Role Looks Like
Stakeholders come to you first when “something feels off” in the systems—and things get better after you’re involved.
Revenue data is clean enough, unified enough, and trusted enough for day‑to‑day decision making.
Sales, Marketing, and CS teams operate with clarity, fewer bottlenecks, and less confusion between tools.
Forecasting and reporting feel more predictable and defensible over time.
Insights and fixes shift from reactive fire drills to proactive opportunities and improvements.
Processes operate smoothly, and new workflows launch quickly with minimal friction and rework.
The company scales faster because the revenue engine—and the systems behind it—are designed and maintained intentionally.
Why This Role Matters In modern organizations, RevOps is not just a function—it’s the operating system for revenue. The Enterprise Technical Consultant ensures that revenue systems, data, processes, and insights move in sync, solving real problems for the business day after day and empowering the company to adapt, grow, and outperform.
Learn more about what it's like to work at Lean Layer here. For Canadian Residents: We also invite you to apply for this position but please note that at this time we can only hire those outside of the United States as full‑time contractors. If you have any questions about this set up, please don't hesitate to reach out to.
#J-18808-Ljbffr