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 DoOwn 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.
Benefits:- Medical insurance
- Vision insurance
- Dental insurance
- Health savings account option
- 401(k) & other retirement benefits
- Paid maternity leave
- Paid paternity leave
- Commuter benefits
- Disability insurance
- Paid time off
