Leo Berwick is an innovative mergers and acquisitions consulting firm. As a growth-stage company, we move quickly, work collaboratively, and value people who take initiative and thrive in a fast-paced environment. Our culture is grounded in high performance, continuous learning, and the shared ambition to build something exceptional, together. Leo Berwick is looking for a Revenue Operations Specialist to own day-to-day administration of the technology and data behind our go-to-market teams. This is a remote-first role, reporting to the Director of Revenue Operations, with a preference for candidates based in Atlantic Canada (Nova Scotia, New Brunswick, Prince Edward Island, or Newfoundland and Labrador). You’ll take day-to-day ownership of HubSpot and its connected systems, including CRM data quality, the HubSpot–NetSuite integration, reporting and dashboards, and the data behind account segmentation. Your work will make sure our teams can rely on clean data, effective workflows and practical reporting. You’ll join Revenue Operations at an important stage. The foundations are in place, but the operating model is still evolving. You’ll work closely with the Director of Revenue Operations, Business Development, Marketing and Finance, and gain broad exposure across systems, data, process and enablement. We expect you to use AI every day to do the work of a bigger team, and to build workflows and agents that keep our go-to-market systems running with the right checks in place. Take pride in clean, reliable data and systems people can trust Are analytical and enjoy untangling complex data problems Communicate clearly, explaining technical issues in plain terms and documenting what you build CRM administration Administer HubSpot day to day, including configuration, pipelines, workflows,



permissions and reporting Partner with stakeholders to understand the underlying problem, translate needs into practical system and data solutions Use AI tools such as Claude to speed up data cleanup, analysis, reporting and documentation Experiment with AI across go‑to‑market operations and recommend practical ways to help the team work more effectively Data quality and governance Own the accuracy and completeness of account, contact and pipeline data Set and enforce data standards, definitions and ownership rules Lead bulk imports, migrations and enrichment projects Own the connections between HubSpot, NetSuite and other go‑to‑market tools Reporting and account data Build and maintain dashboards for leadership and service lines, turning pipeline, activity and revenue data into clear insights for planning and decision‑making Maintain and enrich the account data behind segmentation and targeting Evaluate third‑party data sources on coverage, accuracy and cost 3–5 years of experience in revenue operations, sales operations, CRM administration or business systems ~ Hands‑on CRM administration experience; Robust data skills, with comfort cleaning, reconciling and analyzing large datasets ~ A track record of building dashboards that leaders rely on ~ Experience building and supporting automations in Zapier, Make or an equivalent workflow tools ~ Experience building AI workflows,



agents or integrations, such as connecting AI tools to a CRM, is a strong plus ~ Experience with NetSuite or another ERP, data enrichment platforms, or a professional services or advisory firm is an asset Audit the HubSpot instance, pipelines, properties and workflows. Map the HubSpot–NetSuite sync end to end and meet with the Business Development, Marketing and Finance. Become the first line for CRM admin requests and sync errors. Run a full data quality pass on companies and account ownership, and document data definitions. Ship leadership and service line pipeline dashboards. Stand up a recurring data health report and a refresh process for segmentation and enrichment data. Leadership and every service line run pipeline reviews from HubSpot dashboards, not spreadsheets The HubSpot–NetSuite sync runs reliably, with errors caught and fixed within one business day Company records stay deduplicated, with accurate account ownership and client status Account segmentation data is enriched and refreshed on a set schedule Flexible working arrangements – remote and location flexibility Pension & retirement contributions This is a permanent full‑time role offering a base salary range of $65,000
- $85,000 CAD, commensurate with skills, experience, and alignment with the requirements of the role. Use of Artificial Intelligence in Hiring The firm uses artificial intelligence tools to screen candidates for this role. Leo Berwick is an equal opportunity employer committed to building a diverse, inclusive and accessible workplace. Accommodations are available upon request at any stage of the hiring process, in accordance with applicable accessibility and human rights legislation.

📌 Business Operations Manager (Calgary)
🏢 Leo Berwick
📍 Calgary