Marketing Analytics & GTM Systems Consultant (6-12 week Contract)
Medium, San Francisco, CA, United States
Simbe is entering a critical phase of growth where improving deal velocity, sales efficiency, and account penetration is essential to scaling the business. While we have strong alignment on our ICP and go-to-market strategy, we are at an inflection point in how we:
Measure what is driving opportunity creation, deal velocity, and expansion
Equip our teams with actionable data and automation
Leverage our marketing technology stack effectively
We seek a consultant to elevate our marketing analytics, reporting & GTM systems foundation by creating a lean, high‑impact system that drives better decisions and faster execution. This is a project-based contract position with an expected duration of 6‑12 weeks and potential ongoing support after the initial phase.
Objectives
Create trusted visibility into funnel performance & pipeline dynamics
Identify what is driving opportunity creation, deal velocity & expansion
Enable better targeting and multi‑threading within accounts
Maximize the effectiveness of a lean team through automation & tooling
Deliverables
MarTech Stack Evaluation + Roadmap
Use well‑structured frameworks to assess current tools (e.g., Salesforce, 6sense, Apollo, Brevo, LinkedIn Sales Navigator, etc.) across Simbe’s commercial stages, with clear recommendations on what to optimize & eliminate, where to invest, and the expected ROI of each recommendation. The deliverable set must recommend an approach to automation & workflow design to improve sales efficiency and reduce manual effort.
Trusted Funnel & Pipeline Reporting System
Analyze our demand generation strategy to identify potential gaps—and update alignment to MarTech roadmap. Provide clear, reliable visibility into funnel conversion, pipeline coverage, and deal progression that the executive team and board can trust. The deliverable package must also support forward‑looking analytics with an improved data model & an elevated approach to data integrity.
Executive & Board‑Level Dashboarding
A working reporting layer that highlights what is moving the business (by campaign, segment, persona, and funnel stage). The comprehensive reporting framework must align to key stakeholder needs.
Scope of Work Diagnostic & System Design
Assess current state of funnel reporting and pipeline visibility, Salesforce data structure and hygiene, and marketing tech stack utilization and gaps.
Identify key constraints limiting deal velocity, multi‑threading within accounts, and efficient targeting and prioritization.
Reporting & Analytics Framework
Define a minimum viable reporting system that answers:
What is driving opportunity creation and deal size?
Where are deals slowing down or accelerating?
Which accounts are most likely to expand & why?
Design dashboards & reporting outputs for marketing, commercial leadership, executive team, and board.
MarTech Stack Strategy
Conduct an analysis of current tools and usage.
Identify gaps in contact sourcing & enrichment, automation & workflow efficiency, and technographic & account intelligence.
Recommend a prioritized roadmap for optimization and new investments.
Practical Implementation & Enablement
Implement initial reporting and system improvements.
Ensure knowledge transfer and long‑term ownership.
Prioritize practical systems that our lean team can maintain.
Cross‑Functional Alignment Partner with Marketing, Sales, and Commercial Ops to ensure alignment on definitions & metrics, adoption of reporting & tools, and integration into existing workflows.
Ideal Profile
8–15+ years in B2B marketing ops, RevOps, or GTM systems leadership; or consultants with a track record of designing implemented plans.
Proven experience building funnel analytics & pipeline reporting systems in complex, multi‑stakeholder sales environments.
Strong understanding of Salesforce‑based data models and reporting.
Experience working with tools such as 6sense, Apollo, CRM/marketing automation platforms, and sales engagement tools.
Track record of designing lean, high‑impact systems.
Ability to translate data into clear business insights for executives and boards.
Comfortable operating as both a strategic architect (diagnosing and designing systems) and hands‑on partner (guiding implementation).
Success Criteria This engagement will be successful if:
We have clear visibility into what is driving pipeline and deal velocity.
Our reporting is trusted and used to drive decisions at the exec and board level.
Our tech stack is lean, effective, and aligned to our GTM needs.
Our internal team is equipped to own and evolve the system independently.
#J-18808-Ljbffr
Measure what is driving opportunity creation, deal velocity, and expansion
Equip our teams with actionable data and automation
Leverage our marketing technology stack effectively
We seek a consultant to elevate our marketing analytics, reporting & GTM systems foundation by creating a lean, high‑impact system that drives better decisions and faster execution. This is a project-based contract position with an expected duration of 6‑12 weeks and potential ongoing support after the initial phase.
Objectives
Create trusted visibility into funnel performance & pipeline dynamics
Identify what is driving opportunity creation, deal velocity & expansion
Enable better targeting and multi‑threading within accounts
Maximize the effectiveness of a lean team through automation & tooling
Deliverables
MarTech Stack Evaluation + Roadmap
Use well‑structured frameworks to assess current tools (e.g., Salesforce, 6sense, Apollo, Brevo, LinkedIn Sales Navigator, etc.) across Simbe’s commercial stages, with clear recommendations on what to optimize & eliminate, where to invest, and the expected ROI of each recommendation. The deliverable set must recommend an approach to automation & workflow design to improve sales efficiency and reduce manual effort.
Trusted Funnel & Pipeline Reporting System
Analyze our demand generation strategy to identify potential gaps—and update alignment to MarTech roadmap. Provide clear, reliable visibility into funnel conversion, pipeline coverage, and deal progression that the executive team and board can trust. The deliverable package must also support forward‑looking analytics with an improved data model & an elevated approach to data integrity.
Executive & Board‑Level Dashboarding
A working reporting layer that highlights what is moving the business (by campaign, segment, persona, and funnel stage). The comprehensive reporting framework must align to key stakeholder needs.
Scope of Work Diagnostic & System Design
Assess current state of funnel reporting and pipeline visibility, Salesforce data structure and hygiene, and marketing tech stack utilization and gaps.
Identify key constraints limiting deal velocity, multi‑threading within accounts, and efficient targeting and prioritization.
Reporting & Analytics Framework
Define a minimum viable reporting system that answers:
What is driving opportunity creation and deal size?
Where are deals slowing down or accelerating?
Which accounts are most likely to expand & why?
Design dashboards & reporting outputs for marketing, commercial leadership, executive team, and board.
MarTech Stack Strategy
Conduct an analysis of current tools and usage.
Identify gaps in contact sourcing & enrichment, automation & workflow efficiency, and technographic & account intelligence.
Recommend a prioritized roadmap for optimization and new investments.
Practical Implementation & Enablement
Implement initial reporting and system improvements.
Ensure knowledge transfer and long‑term ownership.
Prioritize practical systems that our lean team can maintain.
Cross‑Functional Alignment Partner with Marketing, Sales, and Commercial Ops to ensure alignment on definitions & metrics, adoption of reporting & tools, and integration into existing workflows.
Ideal Profile
8–15+ years in B2B marketing ops, RevOps, or GTM systems leadership; or consultants with a track record of designing implemented plans.
Proven experience building funnel analytics & pipeline reporting systems in complex, multi‑stakeholder sales environments.
Strong understanding of Salesforce‑based data models and reporting.
Experience working with tools such as 6sense, Apollo, CRM/marketing automation platforms, and sales engagement tools.
Track record of designing lean, high‑impact systems.
Ability to translate data into clear business insights for executives and boards.
Comfortable operating as both a strategic architect (diagnosing and designing systems) and hands‑on partner (guiding implementation).
Success Criteria This engagement will be successful if:
We have clear visibility into what is driving pipeline and deal velocity.
Our reporting is trusted and used to drive decisions at the exec and board level.
Our tech stack is lean, effective, and aligned to our GTM needs.
Our internal team is equipped to own and evolve the system independently.
#J-18808-Ljbffr