Jean Balas

Assisted the team in optimizing and structuring HubSpot (Enterprise) to improve lead management and visibility into sales performance.

Interventions performed:

Implemented the Lead object in HubSpot to structure prospecting activities and better distinguish leads from sales opportunities.

Created reports and dashboards to track prospecting performance and feed into sales reporting.

Improved the organization of data in the CRM to facilitate analysis and management of sales activities.

Objective: improve the clarity of the prospecting pipeline, the quality of reporting, and the management capabilities of sales teams.

Within the Revenue Operations team of an international HR Tech scale-up, I contributed to structuring and optimizing sales processes, tools, and performance management.

My main responsibilities included:

HubSpot CRM Optimization: structuring pipelines, improving data quality, organizing views, and automating processes for Sales teams.

Implementation of reporting and business analysis: creating dashboards and conversion analyses to better understand sales performance based on different criteria (company size, country, segment).

Support for pricing and sales offers: participating in pricing model discussions, analyzing business impacts, and creating sales support tools.

Improvement of RevOps processes: standardizing workflows, improving deal tracking, and optimizing the operational efficiency of revenue teams.

Production of strategic analyses for management and the board to inform decisions on sales strategy and growth.

This role allowed me to work at the intersection of Sales, Finance, and Product, with a constant objective: to improve sales performance and the reliability of business management.

Complete audit of HubSpot usage, CRM organization optimization, implementation of automations to increase productivity, creation of dashboards and custom views for deal and company tracking, to improve sales management and data quality.