Job Description
Location: Los Angeles, CA (4 days/wk in-office) About Sunfish Sunfish is a fast-growing, venture-backed Series A health tech startup. Our mission is to make the parenthood journey easy and affordable to help everyone build the family of their dreams. Used by leading fertility clinics throughout the United States, we help patients navigate and afford treatments. Our company ingests unique patient biodata to support patients using AI/ML. Sunfish’s team is composed of individuals with backgrounds in fertility, health tech, insurtech, and fintech – all with a shared passion for bringing equity to family building. And we’ve done this before - our executive team has had 19 exits and 4 IPOs to date. The Position As we scale, we are looking for a Revenue Operations Lead who is equal parts technical operator and data analyst. This is a high-ownership, hands-on role sitting at the intersection of sales, marketing, and operations. Reporting to the Head of Operations, you will be the go-to owner of our CRM ecosystem and the connective tissue between our commercial and operational teams. The ideal candidate is systems-obsessed and process-driven: someone who gets energized by building the infrastructure that lets revenue teams do their best work. You bring HubSpot/CRM expertise, a bias for clean data, and the judgment to know when to automate versus when to simplify. You are comfortable with ambiguity, thrive in a startup environment, and take pride in building scalable systems that don't break when the company doubles. Key Responsibilities Reporting, Dashboards & Analytics Build and maintain reports and dashboards that give Sales, Marketing, and Operations leaders clear visibility into funnel performance, pipeline health, and key revenue metrics Partner with Head of Ops to translate business questions into actionable data views, proactively surfacing trends, anomalies, and opportunities Support ad hoc reporting and analysis requests, and contribute to a culture of data-driven decision-making across the org CRM Administration & HubSpot Ownership Own day-to-day administration of HubSpot across Sales Hub, Marketing Hub, and Operations Hub — managing pipelines, workflows, properties, lifecycle stages, and user permissions Design, build, and maintain automated workflows that support lead routing, lifecycle management, deal progression, and cross-functional handoffs Ensure CRM data integrity through regular audits, deduplication, and the enforcement of data hygiene standards across all teams using the platform Serve as the internal HubSpot subject matter expert, triaging issues, onboarding new users, and proactively identifying opportunities to expand platform usage Manage HubSpot integrations with third-party tools, ensuring data flows accurately across the stack Sales & Marketing Operations Partner with Sales and Business Development to support pipeline visibility, forecasting accuracy, and process adherence within HubSpot Support Marketing and Operations including campaign tracking, lead scoring, attribution modeling, and email automation via HubSpot and Customer.io Build and maintain sequences, templates, and sales enablement assets within HubSpot to support outbound and inbound motions Own marketing-to-sales handoff process development in Hubspot, ensuring leads are properly qualified, routed, and tracked through the funnel Collaborate with the Marketing/Operations team to configure and optimize Customer.io journeys, ensuring reliable delivery and accurate event tracking Systems & Tools Management Maintain and optimize the broader ops tech stack, including evaluating new tools, managing vendor relationships, and ensuring integrations are reliable and well-documented Document systems, processes, and workflows in a way that creates institutional knowledge and enables the team to scale Identify opportunities to automate manual processes and reduce operational overhead across Sales, Marketing, and Operations Ensure tools and data handling practices remain compliant with privacy requirements (HIPAA awareness a plus) Cross-Functional Partnership Act as a trusted operational partner to Sales, Marketing, and Business Development, understanding their workflows and proactively solving problems before they surface Translate technical capabilities into plain language for non-technical stakeholders, and translate business needs into precise system requirements Contribute to Operations planning, tooling decisions, and process design as the company scales Must-Have Skills And Experience 5+ years of experience in Revenue Operations, Sales Operations