RevOps & HubSpot · Switzerland
Fractional RevOps and HubSpot for Swiss B2B companies
We build and run the revenue operations Swiss B2B companies sell on: the HubSpot data model, the pipeline, and a forecast that holds up under real scrutiny. Senior fractional work, remote, in English, on Central European time.
The Switzerland market
Swiss B2B is high-value and heavily regulated. The revenue data has to match.
Switzerland runs on high-value, relationship-led B2B: private banking and wealth management in Zurich and Geneva, pharma around Basel, insurance, commodities trading in Geneva, and the blockchain cluster in Zug. Deal sizes are large and cycles are long.
That combination is exactly where a shaky CRM gets expensive. A forecast built on records nobody trusts, in a business where one deal can move the quarter, is a real cost. We rebuild the model so the pipeline reflects reality, and we do it with the discretion and rigour this market expects.
What we do
HubSpot-native revenue operations, end to end
Fractional RevOps
Senior revenue-operations capacity, embedded part-time. The data model, the pipeline and the forecast, without a full-time hire.
HubSpot architecture & migration
Onboarding, a data model that fits how you sell, and migration onto HubSpot from Salesforce, Pipedrive or spreadsheets, without importing the old mess.
CRM cleanup & data governance
Property audits, deduplication, and the governance that keeps a portal clean after we leave. Source, consent and lawful basis on every record.
Marketing operations
Lead capture, lifecycle, scoring, routing and campaign-to-revenue attribution, built HubSpot-native.
Sales operations
Pipeline and stage design, forecasting, sequences, and clean handoffs between marketing, sales and success.
Custom AI inside HubSpot
AI where it earns its place: lead qualification that reasons, AI-to-CRM enrichment, meeting-to-CRM capture, logged and human-checked.
Regulated data
Clean revenue data, inside FINMA and Swiss data-protection rules
Switzerland sits outside the EU and the EEA, with its own revised Federal Act on Data Protection - the revFADP - in force since September 2023 and close to GDPR in practice. Switzerland holds an EU adequacy decision, so data moves between Swiss and EU systems without extra hurdles, provided your CRM records consent and purpose properly. That last part is usually the real gap.
Financial firms answer to FINMA. We have run revenue operations inside regulated financial groups, so building a CRM that stands up to that kind of scrutiny - access controls, an audit trail, a clear record of lawful basis - is familiar work.
How we work with Switzerland companies
Remote, senior, and simple to engage across borders
You work directly with a senior operator, remote, on Central European time - the same working hours as your team. No local entity is needed to engage us. We invoice in euros by default and can bill in Swiss francs (CHF) where that is easier for your finance team, and everything runs in English.
Most engagements open with a fixed-price RevOps diagnostic, so the work starts from what is actually happening in your pipeline rather than a discovery call. From there it runs as a fractional retainer or a fixed-scope project, for as long as it is useful.
Questions
Working with a Swiss B2B company
Do you work with Swiss companies?
Yes. We work remotely with B2B companies across Switzerland - Zurich, Geneva, Basel, Zug and beyond - on Central European time, in English.
Can you invoice in CHF?
We invoice in euros by default and can bill in Swiss francs (CHF) where that is easier for your finance team.
Do you understand FINMA and the revFADP?
Yes. We build CRM data governance to Swiss data-protection standards and have run revenue operations inside regulated financial groups, so FINMA-level scrutiny is part of the design.
Switzerland is not in the EU - can data still move to EU tools?
Yes. Switzerland holds an EU adequacy decision, so data flows between Swiss and EU systems, as long as your CRM records consent and purpose. We build that in.
Do we need a Swiss entity to hire you?
No. We engage directly with companies based in Switzerland without a local entity, as a fractional retainer or a fixed-scope project.
Book a RevOps diagnostic for your Swiss team
Two hours with a senior RevOps architect, in English, live in your HubSpot. You leave with a ranked list of what to fix first. Fixed price, no retainer.