Revenue Operations is the practice of creating a unified revenue growth engine by aligning marketing, sales, and customer success. It takes a wide-angled view of the revenue cycle, and keys in on optimizing each revenue funnel (new customer acquisition, expansion, and retention).

Tom Rau, VP of Revenue Operations at 1 Bold Step, will explain the core fundamentals of Revenue Operations, while showing the tools and techniques available in HubSpot to help your company build its own revenue engine.

Learn how to:

Transform your revenue strategy by aligning marketing, sales, and customer success into one cohesive operation

Leverage HubSpot's tools to build automated workflows that drive growth across acquisition, expansion, and retention

Implement key RevOps metrics and dashboards to measure and optimize your full revenue funnel

Create seamless handoffs between teams using HubSpot's integrated platform features

Tom's Bio:

Tom is a sales and revenue operations efficiency junkie. With a resume that includes 10 years of sales leadership in SaaS organizations (Cavallo, Envoy B2B, PairSoft), he has seen (and solved) just about every sales and customer success execution issue in the book. Tom thrives in what he likes to call the “messy middle,” which is the tipping point that all growth-focused companies cross when they decide to start taking their revenue operations to the next level.

As a senior sales leader, Tom has managed large revenue-focused teams including both pre and post sales functions such as new and existing sales, customer success, and sales engineering. He has extensive experience implementing, enabling, and managing his teams with tools like Salesforce (CPQ), HubSpot, Gong, Outreach, and Tableau, to name a few.

In his role as VP of Revenue Operations at 1 Bold Step, Tom ensures that the marketing and sales departments are in lockstep and that everything “after the lead” is executed at a high level. While this certainly includes new customer acquisition, it truly spans across all revenue lines, including services/delivery execution, customer success, existing customer growth (expansion), and customer retention.