Head of Care Management Operations

At Potomac,we’renot for everyone—andthat’sby design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work anddon’tneed handholding to make things happen.
We’rea boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel
Headquarteredin Bethesda, MD, we combine institutional-grade investmentexpertisewith a quantitative process that is Built to Conquer Risk ®.
We are seeking a Director of Go-To-Market Operations (GTM Ops) to own the systems, data, processes, and enablement that power Potomac’s revenue engine.
This role is responsible for ensuring that HubSpot is accurate and actionable; sales and marketing operate in a coordinated and repeatable way, and new products and campaigns launch cleanly and consistently. You will serve as the connective tissue between Sales and Marketing—building the infrastructure that drives execution, visibility, and accountability across the funnel.
This is a hands-on, high-accountability role focused on precision, ownership, and continuous improvement; this is not a passive support role.
What You'll Do Own the Revenue Operating System (HubSpot & Tech Stack)
Own architecture, administration, and governance of HubSpot as the firm’s system of record
Build and maintain workflows, pipelines, automations, and integrations across revenue systems
Ensure the CRM reflects reality—clean, structured, and reliable data across all stages of the funnel
Drive Data Integrity & Reporting
Establish and enforce data standards, required fields, and lifecycle definitions
Maintain data quality through imports, normalization, deduplication, and ongoing QA processes
Deliver consistent, leadership-ready dashboards for pipeline, activity, and conversion performance
Operationalize Product & Campaign Launches
Build repeatable launch playbooks that include CRM configuration, workflows, reporting, and sales enablement
Ensure every product, campaign, and event is operationally ready and measurable at launch
Coordinate cross-functional readiness across Sales, Marketing, and Product teams.
Own Sales Enablement & Training Infrastructure
Design and manage a consistent onboarding and training experience for all sales roles
Create SOPs, playbooks, and training materials that standardize how the team uses HubSpot and executes outreach
Drive adoption and accountability by reinforcing best practices and auditing usage regularly.
Be the Glue Between Sales & Marketing
Define and enforce handoffs between marketing activity and sales execution (lead routing, follow-up expectations, SLAs)
Align campaigns, lists, and messaging with sales workflows and pipeline strategy
Create ongoing feedback loops to ensure both teams operate as one cohesive unit.
Continuously Improve the System
Identify process gaps and eliminate friction across the sales and marketing workflow
Build scalable, repeatable systems that reduce reliance on manual processes and tribal knowledge
Own the ongoing evolution of the firm’s revenue operations engine.
Who you are A systems thinker who can see how people, process, and technology connect
Detail-oriented with a bias toward accuracy, structure, and accountability
Able to operate independently while driving cross-functional alignment
Comfortable holding teams accountable to process without creating friction
Highly organized with the ability to manage multiple moving initiatives simultaneously.
Required Qualifications 5-10+ years of experience in Revenue Operations, Sales Operations, or a closely related role
Deep hands-on experience with HubSpot (admin-level expertise required)
Proven experience managing CRM data integrity, workflows, and reporting
Experience building or scaling sales processes, enablement programs, or GTM infrastructure
Strong analytical and problem-solving skills with a focus on execution.
Preferred Qualifications Experience in asset management, financial services, or advisor-focused distribution models
Experience integrating CRM systems with marketing automation, event platforms, or data systems
Familiarity with FINTRX or similar advisor data platforms
Experience building training programs or onboarding systems for sales teams.
Objectives Establish HubSpot as a clean, reliable, and trusted system of record across the organization
Improve sales execution consistency through standardized processes and training
Ensure all product and campaign launches are operationally sound and measurable
Align Sales and Marketing into a single, coordinated go-to-market engine
Build a scalable RevOps infrastructure that supports continued growth.
Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. Ifyou’relooking for a slow pace and low volume, thisisn’tfor you.
If you want to drive, build, and scale, this is your shot.

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