GTM Operations Lead — HubSpot, Forecasting & Growth

At Vertex Education we are a team of high achievers, courageous leaders, and passionate believers in changing lives through education. As a purpose‑led education services provider, our mission is to benefit many, starting with one person inspired to work together with us to make a meaningful difference for our clients, schools, students, and communities. The Go‑to‑Market (GTM) Operations Manager plays a key role in enabling Vertex’s growth by ensuring that sales processes, systems, and data are managed with consistency, accuracy, and operational discipline. This role supports day‑to‑day GTM execution, including CRM administration (HubSpot), forecasting, performance reporting, and process optimization. The GTM Operations Manager partners closely with sales, marketing, finance, and service delivery teams to ensure seamless execution across the customer lifecycle—supporting pipeline visibility, contract workflow, and performance tracking. This position reports to the Chief Growth Officer, with a dotted line to the President of the Vertex Support Services division. Essential Functions: 1. CRM Management and Optimization (HubSpot) Own day‑to‑day administration, configuration, and optimization of HubSpot CRM. Maintain data accuracy, integrity, and compliance across all records, pipelines, and workflows. Implement automation to streamline lead management, opportunity tracking, and renewal workflows. Develop and maintain CRM dashboards and reports that provide actionable insights to sales and leadership. Serve as the internal HubSpot expert, coordinating with external consultants for advanced configuration or integrations. Maintain and optimize all lead‑generation forms, testing and refining form fields, workflows, and A/B variants to maximize conversion rates and provide Sales with high‑quality, actionable lead data. 2. Sales Operations and Forecasting Manage the pipeline review and forecasting process, ensuring data reliability and timely reporting. Support the Head of New School Partnerships in developing performance dashboards and sales scorecards. Track attainment against individual and team KPIs; identify trends and assist in corrective actions. Coordinate with finance to reconcile bookings, renewals, and forecasting accuracy. Provide operational support for sales planning, quota setting, and incentive tracking. 3. Process Improvement and Execution Own end‑to‑end process design, system integrations, and governance to enable effective renewal management, lead handoffs, and CRM upload. Maintain and update sales playbooks, proposal templates, and contract workflows. Train sales and account teams on process changes, CRM best practices, and reporting tools. Identify process bottlenecks and recommend practical, data‑driven improvements. Support the testing and deployment of new HubSpot tools and AI‑enabled features to improve GTM efficiency and conversion performance. 4. Cross‑Functional Coordination Act as the operational link between Sales, Marketing, and Service Delivery to ensure smooth execution of go‑to‑market activities. Partner with Marketing to align campaign tracking and lead attribution reporting, and to optimize lead form landing page experience, including A/B testing to improve conversion rates. Coordinate with the GTM Operations Analyst to manage contract flow, renewals tracking, and reporting deliverables. Facilitate consistent communication between GTM teams and delivery leaders to align forecasts and resource planning. Required Qualifications Bachelor’s degree in Business, Marketing, Data Analytics, or related field; MBA a plus. 5+ years of experience in sales operations, revenue operations, or GTM enablement roles. Hands‑on experience managing HubSpot CRM. Strong analytical, research, and reporting skills; proficiency in Excel and dashboard tools. Demonstrated ability to synthesize data and translate insights into actionable recommendations. Detail‑oriented, process‑minded, and able to manage multiple priorities in a fast‑paced environment. Excellent collaboration and communication skills across teams. Benefits Industry‑leading pay, rewards, referral bonuses. Unlimited flexible paid time‑off for performance. Comprehensive medical, dental, and vision benefits. 401(k) plans with a 6% employer match on your contributions. Mentoring and funding for training classes. Inclusive workplace committed to fairness, respect, diversity, and equality. #J-18808-Ljbffr Vertex Education