CRM & Revenue Operations (RevOps) Consultant
Alola Marketing, Los Angeles, CA, United States
Overview
CRM & Revenue Operations (RevOps) Consultant
(Client-Facing, Project-Based)
Alola Marketing is a
award-winning hospitality branding and marketing studio
based in California. We partner with boutique, lifestyle, and growth-focused brands to build experience-driven identities that elevate perception and drive performance. Our work spans brand strategy, positioning, creative direction, and marketing systems — helping clients align storytelling with scalable revenue infrastructure.
As we expand our strategic capabilities, we are looking to deepen our CRM and revenue operations expertise to better support client growth and long-term performance.
Position Overview We are seeking a highly analytical and strategic
CRM & Revenue Operations (RevOps) Expert (5–8 years experience)
to lead CRM strategy, architecture, and implementation for our clients.
This is a
client-facing role
focused on building and optimizing CRM ecosystems that align Sales, Marketing, and Customer Success. The ideal candidate has deep hands-on expertise in platforms such as
HubSpot and Salesforce , strong RevOps architecture experience, and a proven track record of designing scalable CRM systems that support complex B2B sales cycles.
This role will partner closely with our internal strategy, creative, and account teams while serving as the CRM lead for client engagements.
Key Responsibilities
Client Discovery & Systems Audit
Conduct structured discovery of sales processes, buyer personas, and customer journeys
Audit client tech stacks (website, marketing automation, sales engagement tools, RFQ/PO systems, reporting platforms, etc.)
Facilitate interviews with client Sales, Marketing, and Customer Success leadership
Evaluate CRM data integrity, lifecycle stages, attribution logic, and reporting gaps
Identify operational inefficiencies and scalability bottlenecks
Develop clear documentation of findings and recommendations
RevOps Strategy & CRM Architecture
Lead CRM platform evaluation and selection (HubSpot, Salesforce, etc.)
Architect CRM data models, lifecycle stages, and pipeline governance frameworks
Define attribution models and tracking architecture
Develop integration strategies across marketing automation, sales tools, finance systems, and customer platforms
Design ABM enablement frameworks (where applicable)
Establish KPI frameworks and revenue funnel visibility
Create phased implementation roadmaps
Implementation & Optimization
Lead CRM configuration, customization, automation, and workflow builds
Oversee data migration and system integrations
Establish reporting dashboards and revenue performance tracking
Develop CRM governance standards and documentation
Conduct client onboarding and training sessions
Monitor system performance and deliver ongoing optimization recommendations
Qualifications
5–8 years of experience in CRM, Revenue Operations, or Sales Operations (agency or consulting experience preferred)
Proven experience leading CRM architecture from discovery through implementation
Deep expertise in HubSpot and/or Salesforce
Strong understanding of B2B sales processes and complex deal cycles
Experience integrating CRM with marketing automation, ERP, analytics, and engagement tools
Experience designing lifecycle stages, lead scoring, and attribution frameworks
Strong client-facing communication and stakeholder management skills
Ability to translate business objectives into scalable technical systems
Preferred Experience
Experience leading CRM migrations or consolidations
Familiarity with ABM strategy and implementation
Multi-touch attribution modeling
API-based integrations and data architecture
Experience working with mid-market or growth-stage B2B organizations
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(Client-Facing, Project-Based)
Alola Marketing is a
award-winning hospitality branding and marketing studio
based in California. We partner with boutique, lifestyle, and growth-focused brands to build experience-driven identities that elevate perception and drive performance. Our work spans brand strategy, positioning, creative direction, and marketing systems — helping clients align storytelling with scalable revenue infrastructure.
As we expand our strategic capabilities, we are looking to deepen our CRM and revenue operations expertise to better support client growth and long-term performance.
Position Overview We are seeking a highly analytical and strategic
CRM & Revenue Operations (RevOps) Expert (5–8 years experience)
to lead CRM strategy, architecture, and implementation for our clients.
This is a
client-facing role
focused on building and optimizing CRM ecosystems that align Sales, Marketing, and Customer Success. The ideal candidate has deep hands-on expertise in platforms such as
HubSpot and Salesforce , strong RevOps architecture experience, and a proven track record of designing scalable CRM systems that support complex B2B sales cycles.
This role will partner closely with our internal strategy, creative, and account teams while serving as the CRM lead for client engagements.
Key Responsibilities
Client Discovery & Systems Audit
Conduct structured discovery of sales processes, buyer personas, and customer journeys
Audit client tech stacks (website, marketing automation, sales engagement tools, RFQ/PO systems, reporting platforms, etc.)
Facilitate interviews with client Sales, Marketing, and Customer Success leadership
Evaluate CRM data integrity, lifecycle stages, attribution logic, and reporting gaps
Identify operational inefficiencies and scalability bottlenecks
Develop clear documentation of findings and recommendations
RevOps Strategy & CRM Architecture
Lead CRM platform evaluation and selection (HubSpot, Salesforce, etc.)
Architect CRM data models, lifecycle stages, and pipeline governance frameworks
Define attribution models and tracking architecture
Develop integration strategies across marketing automation, sales tools, finance systems, and customer platforms
Design ABM enablement frameworks (where applicable)
Establish KPI frameworks and revenue funnel visibility
Create phased implementation roadmaps
Implementation & Optimization
Lead CRM configuration, customization, automation, and workflow builds
Oversee data migration and system integrations
Establish reporting dashboards and revenue performance tracking
Develop CRM governance standards and documentation
Conduct client onboarding and training sessions
Monitor system performance and deliver ongoing optimization recommendations
Qualifications
5–8 years of experience in CRM, Revenue Operations, or Sales Operations (agency or consulting experience preferred)
Proven experience leading CRM architecture from discovery through implementation
Deep expertise in HubSpot and/or Salesforce
Strong understanding of B2B sales processes and complex deal cycles
Experience integrating CRM with marketing automation, ERP, analytics, and engagement tools
Experience designing lifecycle stages, lead scoring, and attribution frameworks
Strong client-facing communication and stakeholder management skills
Ability to translate business objectives into scalable technical systems
Preferred Experience
Experience leading CRM migrations or consolidations
Familiarity with ABM strategy and implementation
Multi-touch attribution modeling
API-based integrations and data architecture
Experience working with mid-market or growth-stage B2B organizations
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