Optimax Consulting

THE MISSION

Optimax will reach $50M in annual revenue by 2028. Every engagement we take on has to be exceptional — and that requires someone who can own delivery at the highest level.

We are hiring for a full-time Senior Revenue Operations Consultant to serve as the operational backbone of our growing delivery practice. This person will lead client assessments, own solution design, manage executive stakeholder relationships, and ensure every engagement is executed with precision and care.

This is a ground-floor opportunity. You will shape how Optimax delivers — with a direct and accelerated path into Delivery Leadership as we scale.

WHO YOU ARE

You are a seasoned RevOps professional who has done this before. You have walked into complex B2B environments, identified what's broken, built the roadmap to fix it, and seen it through to execution. You have owned relationships with demanding C-suite stakeholders and delivered results — not excuses.

You have deep HubSpot and/or Salesforce expertise, a sharp eye for process design, and the communication skills to translate technical complexity into business outcomes. You are polished, self-accountable, and you do not drop the ball.

If it's not a clear yes, it's a no. That is the standard we hold for everyone at Optimax — including this role.

WHAT YOU WILL OWN

RevOps Assessment Leadership

• Lead Revenue Operations audits end-to-end — from initial stakeholder interviews through executive findings readout
• Deliver prioritized implementation roadmaps grounded in discovery findings and business objectives
• Facilitate requirements gathering workshops and translate outputs into actionable technical and process recommendations

Solution Design & Architecture

• Design current-state and future-state GTM process architectures
• Define CRM configuration, automation logic, and integration requirements before technical build begins
• Create solution blueprints and technical specs that implementation resources can execute directly

Client Success & Stakeholder Management

• Serve as the primary point of contact across your assigned engagement portfolio
• Lead executive stakeholder meetings, progress reviews, and planning sessions with CROs, CMOs, and VPs
• Own client satisfaction and retention — you are accountable for the relationship, not just the deliverable

Delivery Oversight

• Manage 5–8 concurrent client engagements simultaneously across different stages
• Ensure technical resources are delivering on time and at quality — provide course corrections where needed
• Maintain 95%+ on-time milestone completion across your entire portfolio

SUCCESS METRICS — WHAT YOU OWN

These are the outcomes you are accountable for — not a list of activities.

First 30 Days — Establish

Onboarding

Fully onboarded into Optimax delivery methodology, tools, and client environments

Account Ownership

Day-to-day ownership assumed for ≥ 3 active client accounts

Meetings Led

≥ 10 client meetings led or co-led

Assessments

RevOps audits completed and documented findings delivered for all assigned accounts

Stakeholder Feedback

Positive feedback received from all assigned client sponsors

First 60 Days — Operate Independently

Portfolio Size

4–6 active client engagements managed independently

Assessments Delivered

≥ 3 completed strategic assessments with implementation roadmaps

Reporting Cadence

Executive reporting cadence established across all assigned clients

On-Time Delivery

95%+ milestone completion rate

Client Satisfaction

CSAT scores of 8+/10 across managed accounts

First 90 Days — Lead & Create Leverage

Portfolio Size

5–8 active client engagements owned without escalation

Client Retention

90%+ retention rate across managed accounts

Client Satisfaction

CSAT scores of 8+/10 consistently maintained

Methodology Contribution

≥ 3 documented improvements to internal delivery processes, templates, or playbooks

Autonomous Scoping

Independently scope, prioritize, and manage complex RevOps initiatives end-to-end

REQUIRED EXPERIENCE

• 7+ years of Revenue Operations, Sales Operations, Marketing Operations, GTM Operations, or RevOps Consulting experience
• Proven track record serving B2B clients in the $50M–$250M+ annual revenue range — you must be comfortable in rooms with C-suite decision makers at companies of this scale
• Demonstrated experience conducting RevOps audits, operational assessments, and process evaluations from discovery through executive readout
• Experience serving as the primary point of contact for executive stakeholders: CEOs, CROs, CMOs, VPs of Sales, or Customer Success leaders
• Ability to independently manage 4–8 concurrent client engagements across different project phases
• Advanced HubSpot and/or Salesforce administration and architecture experience
• Solution design expertise: translating business requirements into CRM configuration specs, automation logic, process documentation, and technical blueprints
• Experience designing lead management, lifecycle, funnel, pipeline, and customer journey processes
• Experience building executive dashboards, forecasting frameworks, and KPI systems
• Demonstrated history of improving operational performance, data quality, CRM adoption, reporting visibility, or forecasting accuracy in mid-market environments
• Exceptional English communication and facilitation skills — this is a high-trust, client-facing role and language precision matters
• U.S. based with native or near-native business English proficiency

Preferred Experience

• Revenue Operations consulting firm background (managing multiple client accounts simultaneously)
• Experience with Gong, Outreach, Salesloft, Apollo, ZoomInfo, LeanData, Clay, Workato, Zapier, Make, or similar GTM tools
• Experience implementing AI-enabled workflows and automation across GTM teams
• Experience mentoring consultants or coordinating technical delivery resources

WHY JOIN OPTIMAX

We are not a large firm with layers of bureaucracy. We are a high-growth consulting practice with a clear mission, a strong client base, and leadership that is fully committed to building something exceptional.

At Optimax, our values are not wall decorations. We operate with integrity, bring genuine innovation to every engagement, and take pride in the quality of our work. We hire people who hold themselves to the same standard — no exceptions, no B-players.

Integrity

We act with honesty and accountability in everything we do. Trust is earned and protected fiercely.

Innovation

We value creative problem solving and a growth mindset in a world of constantly evolving RevOps challenges.

Passion

We bring energy and purpose to our work — driven by meaningful challenges and a commitment to real impact.

This role is a rare opportunity to:

• Join early and directly shape how a growing RevOps practice delivers at scale
• Work with high-growth B2B companies solving real, complex revenue challenges
• Build toward a clear Delivery Leadership path as Optimax reaches $50M
• Be part of a team where A-players are the standard — not the exception

CORE PLATFORMS & EXPERTISE

• HubSpot Administration & Architecture
• Salesforce Administration & Architecture
• CRM Architecture & Data Governance
• Forecasting & Pipeline Management
• Revenue & Marketing Operations
• GTM Process Design
• Reporting & Revenue Analytics
• Automation & AI Workflows

ABOUT OPTIMAX

Optimax Business Consulting is a Revenue Operations consulting firm helping B2B organizations simplify and strengthen their GTM operations. We build the systems, processes, and reporting infrastructure that give leaders complete visibility into revenue performance — from lead to close.

Our proprietary DRIVE framwork is the methodology we use to eliminate friction, accelerate pipeline, and deliver predictable, scalable revenue for our clients.

Trusted by high-growth B2B organizations across the U.S.