Senior Project Intake Consultant (RevOps Strategy) - Remote

Overview

The Project Intake Consultant supports the Director of Strategy in delivering high-impact strategic RevOps engagements for our end clients. This person will be responsible for evaluating, scoping, processing, and managing new project requests by assessing their technical feasibility, strategic alignment, and facilitating communication among internal and external stakeholders.

In Short

• Meet with clients to gather requirements and present recommendations.
• Evaluate current business operations for inefficiencies and recommend solutions.
• Translate client business objectives into strategic roadmaps.
• Prepare strategy deliverables such as process maps and audits.
• Update dashboards and provide regular reports to executive leadership.
• Determine which projects to pursue based on feasibility and alignment.
• Maintain clear documentation and scalable processes for engagements.
• Act as the primary point of contact for clients.
• Build out HubSpot demo environments to showcase solutions.
• Assist in feasibility assessments by evaluating platform capabilities.

Requirements

• Minimum 5 years of experience in RevOps practices.
• Ability to analyze project proposals and assess systems.
• Strong organizational and project management skills.
• Understanding of Data Migrations and Mapping.
• Experience with process mapping tools (LucidChart or similar).
• Basic understanding of Salesforce Administration.
• Experience presenting to senior management teams.

Benefits

• Opportunity to operate as a strategic advisor.
• Work with high-growth companies and Private Equity-backed firms.
• Be part of a consulting firm focused on structured frameworks.
• Diverse and inclusive workplace culture.