We’re hiring a Revenue Operations Manager for a US wealth management client. This seat blends two functions that are usually split: Rev Ops strategy and full HubSpot platform ownership. You’d own the pipeline visibility, forecasting and process design on one side — and the HubSpot configuration, data integrity, automation and integrations that make it all run on the other. You’re the architect and the gatekeeper of the CRM the entire distribution team depends on. What you’d own:
• HubSpot end to end — custom objects, pipelines, workflows, Marketing/Sales/Service/Ops Hubs, user access and enablement
• CRM data integrity across wirehouse, RIA and BD channels — enforcing standards, not suggesting them
• Automation for the full advisor lifecycle: onboarding sequences, RIA outreach cadences, lead routing and scoring
• Dashboards on advisor engagement, AUM growth, platform penetration and territory analysis




• Pipeline structure, deal stages and forecasting — where AUM growth is coming from and what’s at risk
• The wider sales tech stack: APIs, webhooks, Zapier, custodian integrations, enrichment platforms What we’re looking for:
• Multiple years hands-on HubSpot administration (Certified Administrator preferred)
• Deep working knowledge across all four Hubs
• APIs, webhooks and system integrations; custom objects and segmentation
• Ability to explain technical issues to wholesalers and leadership in plain language
• Wealth management distribution context (wirehouse, RIA, BD) is a robust plus This suits someone self-directed who treats data quality as a personal standard and surfaces problems before being asked.

📌 Rev Ops Manager (Gurugram)
🏢 Orokyn
📍 Gurugram