Transtioning into RevOps

Hi Everyone,

This is my first post and am currently a Business Development Manager performing RevOps tasks. I have been here for 15 years and scaled it from one location to 4. It seems our processes are the same, however my company uses a different CRM and reporting platforms so I’m currently learning and getting certifications recommended by Chat GPT for this transition.

I have completed the RevOps cert. already but am wondering if anyone has recommendations on which videos to focus on in the academy or on Youtube? Or any other resources that may have helped you. I’m also interested in practicing in the hubspot CRM as well but I’m not sure where to start.

Hello @ESoto097,

Welcome to the Community - we’re happy to have you here!

I’d like to start by sharing this community post that has some awesome suggestions! https://community.hubspot.com/t5/128172-RevOps-Discussions/SalesOps-RevOps-newbie-career-courses/m-p/1089162
Additionally, I’d like to tag in some of our Top Contributors to see if they have any tips and tricks on this!

@karstenkoehler, @evaldas, @kosalaindrasiri -- Do you have any additional suggestions for @ESoto097?
Thank you!

Sam, Community Manager

I’d start with HubSpot Academy’s RevOps and Reporting courses, then focus on workflows, custom objects, and dashboards since that’s where most real value shows up. For hands-on practice, create a free HubSpot sandbox or demo account and rebuild a few of your current processes there—it really helps connect theory to daily work.

Founder @ LGS Puan Hesaplama

Thank you! I will bookmark this.