As an Intake Specialist, you'll manage new patient referrals and coordinate urgent start-of-care visits, directly impacting patient outcomes and satisfaction.
Engagement Manager
📜 Description
- Serve as the primary client contact and lead strategic Revenue Operations initiatives.
- Design, implement, and optimize workflows and processes for RevOps, sales, and marketing teams.
- Audit Salesforce and HubSpot systems to improve data accuracy, efficiency, and actionable insights.
- Lead cross-functional teams, align stakeholders on deliverables, and foster clear communication.
- Conduct client discovery, identify root causes, and develop tailored plans to address client challenges.
- Analyze operational and sales data, build dashboards and reports, and use findings to improve performance.
🛠️ Requirements
- Demonstrated success in Sales Operations, Marketing Operations, or Revenue Operations; experience across individual contributor and manager roles is valued.
- Experience administering Salesforce and/or HubSpot, including custom objects, workflows or flows, validation rules, and reporting.
- Familiarity with project management tools such as Asana, Trello, Jira, or Microsoft Project.
- Strong data analysis skills using Excel, Tableau, Looker, or other BI platforms.
- Ability to lead cross-functional teams, delegate effectively, and motivate team members.
- Ability to conduct client discovery, clearly articulate problems, and proactively solve challenges.
Full job description
Position Overview
Lean Layer is the #1 Rated RevOps Agency on G2, and we’re doubling our consulting team over the next year. Our reputation is built on excellent results — which means we need to keep hiring excellent people. We’re looking for Engagement Managers with deep Revenue Operations expertise to help our clients solve their toughest RevOps challenges.
In this role, you’ll be the primary point of contact for your clients, leading strategic initiatives across the revenue engine. You will have the opportunity to work with companies of different sizes, industries, and tech stacks making this the ideal opportunity if you are looking to accelerate your career growth.
At Lean Layer, you’ll join a tight-knit team that values curiosity, ownership, and impact. We move fast, think deeply, and treat our clients’ businesses like our own. If you love solving complex problems and want to grow with one of the most respected RevOps teams in the industry, apply below.
Qualifications
Experience and Technical Skills
Sales and Marketing Operations Experience: Demonstrated success in a Sales Operations, Marketing Operations or Revenue Operations role. Experience transitioning between individual contributor (IC) and manager roles is highly valued.
CRM Proficiency: Experience with Salesforce and/or HubSpot as an administrator.
You should be comfortable with custom objects, building workflows/flows, creating validation rules, building reporting.
Project Management Tools: Familiarity with tools like Asana, Trello, Jira, or Microsoft Project to manage tasks and ensure project success.
Data Analysis: Strong analytical skills with experience using tools like Excel, Tableau, Looker, or other BI platforms to extract insights and inform decisions.
Collaboration and Team Leadership
Team Leadership: Proven ability to lead cross-functional teams, ensuring alignment and collaboration
Delegation Expertise: Adept at assigning tasks effectively based on team members’ strengths and expertise.
Motivational Skills: Skilled in inspiring and energizing team members to achieve common goals and meet deadlines.
Client Engagement Skills
Discovery and Assessment: Ability to conduct comprehensive discovery sessions with clients to identify needs, pain points, and root causes of challenges.
Clear Problem Articulation: Expertise in summarizing and articulating client problems in a way that is concise, actionable, and understood by all stakeholders.
Proactive Problem-Solving: Capacity to anticipate client needs and address challenges based on industry knowledge and prior experience.
Roles and Responsibilities
Design, implement, and optimize workflows and processes to support revops, sales, and marketing teams.
Audit CRM systems (Salesforce/HubSpot) to ensure data accuracy, generate actionable insights, and drive business efficiency.
Collaborate with stakeholders to streamline tools and systems that enhance productivity.
Lead cross-functional teams to align on goals, deadlines, and project deliverables.
Manage team dynamics by fostering collaboration and ensuring clear communication across all departments.
Conduct detailed client discovery sessions to understand needs, identify challenges, and provide tailored solutions.
Collaborate with internal teams to develop actionable plans addressing client pain points.
Anticipate potential obstacles and proactively develop strategies to resolve them before they impact project timelines.
Analyze operational and sales data to uncover trends, identify areas for improvement, and measure success.
Create and maintain dashboards and reports to track performance metrics and present insights to stakeholders.
Implement data-driven decisions that enhance overall efficiency and client satisfaction.
Learn more about what it's like to work at Lean Layer here.
Visa Sponsorship: Please note that we are not currently able to offer U.S. visa sponsorship or transfer for this position.
For Canadian and Brazilian Residents: We also invite you to apply for this position but please note that at this time we can only hire those outside of the United States as full-time contractors. If you have any questions about this set up, please don't hesitate to reach out.
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