Luca Fantini

HubSpot & Reporting Enhancements:

• Developed 24 HubSpot dashboards and 544 reports, while creating 197 custom properties and implementing 180 workflow automations, 2 chatflows, and 8 master sequences with A/B testing—streamlining CRM operations and bolstering data-driven decision-making.
  

Data Enrichment & Lead Management:

• Oversaw the refinement and enrichment of 40,045 companies and 58,967 contacts, directly contributing to a projected total revenue impact of €34.6M (comprising €4.3M gross, €656K direct, and €3.36M from IBE channels, in actual revenue).
  

Process Automation & Efficiency Gains:

• Automated key sales operations by generating 993 Inbound hot-lead tasks (saving ~5 minutes per task) and auto-creating 857 CS deals (saving ~10 minutes each).
• Redesigned voucher processes to auto-generate more than 95 vouchers/quarter (saving 20 minutes each) and produce 50 fixed rate vouchers (saving 60 minutes each), cumulatively saving over 300 hours in manual effort/quarter.
  

Advanced Analytics & Tool Ecosystem Management:

• 22 Looker dashboards and 152 reports, managed 784 spreadsheets, and designed over 30 automated processes to enhance real-time insights and operational agility.
• Directed the integration and management of a suite of 8 critical tools (including HubSpot, Dealfront, Clay.com, Make.com, Aircall, Slack Sales Channels, Looker, Apaleo, Apollo, Clay.com, Lemlist, LaGrowthMachine, Google APIs, Voucherify APIs), ensuring seamless cross-departmental operations.
  

Strategic Projects & Cross-Functional Leadership:

• High-impact initiatives such as the development of the “Numa Score” Machine Learning model for lead qualification, the complete design and implementation of the Customer Success pipeline, and the rollout of corporate workshops that increased executive confidence and resource allocation.
• Collaborated with Marketing, Sales, Customer Success, Revenue, Product, Ops, Finance, and Legal teams to drive efficiency, align and integrate processes, and streamline operations.
  

Strategic Initiatives

• Collaborated with the RevOps team to conceptualize and execute key initiatives.
• Generated reports and provided data-driven analytics to support Go-To-Market functions.
• Informed strategic decisions through actionable insights and performance analysis.

Cross-Functional Collaboration

• Acted as a liaison between Marketing, Sales, and Customer Success teams.
• Fostered a culture of collaboration to streamline workflows and increase efficiency.
• Strengthened cross-departmental communication to drive business outcomes.

Competitor Analysis

• Conducted in-depth analysis of over 100,000 HubSpot deals and companies using Crunchbase.
• Identified market trends, competitive positioning, and opportunities for differentiation.
• Evaluated competitors’ strengths and weaknesses to enhance strategic planning.

Win/Loss Analysis

• Led a Win/Loss Analysis project on over 20,000 HubSpot records.
  Identified key factors behind successful and lost deals to refine competitive positioning.
• Derived insights to support product improvements and enhance differentiation.

Data Analysis & Insights

• Analyzed revenue performance, sales trends, and customer behavior.
  Utilized tools such as Excel, Metabase, and HubSpot to derive actionable insights.
• Delivered reports and analytics to guide strategic initiatives and data-backed decisions.

Dashboard Management

• Created and maintained advanced dashboards for real-time KPI monitoring.
• Enabled data-driven decision-making across multiple business functions.
• Improved visibility of key performance indicators to track and optimize progress.

Technology Optimization

• Optimized CRM and tech stacks, including HubSpot, Metabase, Notion, and 6Sense.
• Enhanced data integrity and operational efficiency through automation and process improvements.
• Developed streamlined workflows to maximize productivity and minimize inefficiencies.

Global Operations & Revenue Retention:

• Established entities in six jurisdictions (including Switzerland and France), recovering 32% of lost revenue and negotiating reduced partner fees, benefiting over 250 talents.

Process Automation & Compliance:

• Implemented Asana for global entity management and collaborated with Finance, Legal, and Accounting teams to streamline processes and ensure regulatory compliance.

Strategic Partnerships:

• Forged alliances with top law firms and financial institutions, designing evaluation criteria that significantly enhanced team productivity and partnership outcomes.