Top RevOps Consulting Skills: What We Learned from 1,000 Experts

What Sets the Best Apart?

We wanted to understand what makes top consultants stand out—so we asked.

After spending hours talking with more than 1,000 people in our network, a few themes stood out.

Success in consulting isn’t just about having the right answers. It’s about how work gets done, how relationships are managed, and how challenges are approached. The people who stand out don’t just complete tasks—they drive outcomes, keep projects moving, and keep teams aligned.

What Contributes to Success?

Next, we asked what helped them get there—their answers were consistent: 

1. Keeping Work on Track with Strong Project Management

A well-run project means fewer surprises, better alignment, and smoother execution. The ability to structure work effectively comes down to:

• Using project management tools (like Monday, Asana, or Excel) to keep tasks, timelines, and deliverables organized.
• Running meetings with clear agendas, capturing key takeaways, and ensuring follow-ups happen.
• Making priorities visible so expectations are understood across teams.
• Managing responsibilities independently and staying accountable to deadlines.

Why this matters: When projects are structured well, work moves forward seamlessly, and teams feel confident in the process.

2. Communicating with Clarity and Confidence

Even the best ideas won’t gain traction without strong communication. Engaging effectively with teams and stakeholders often means:

• Leading discussions with clarity and ensuring alignment at every level.
• Listening carefully to fully understand challenges before offering solutions.
• Providing updates before they’re requested, so no one is left wondering what’s happening.
• Addressing scope shifts in a way that maintains alignment while keeping the project on track.
• Documenting key decisions to avoid misunderstandings and provide a clear record.

Why this matters: Clear, proactive communication builds trust and ensures that everyone stays on the same page.

3. Thinking Strategically and Solving Problems Proactively

Beyond completing tasks, the ability to assess situations and make smart decisions sets great professionals apart. This often involves:

• Balancing attention to detail with an understanding of the bigger picture.
• Finding creative solutions instead of relying on standard fixes.
• Managing competing priorities without losing focus on what matters most.
• Keeping work structured in a way that makes solutions easy to follow and implement.

Why this matters: Organizations benefit from those who not only solve problems but also anticipate and prevent them.

4. Applying Technical Knowledge Effectively

A strong understanding of tools and data is key to making informed recommendations. Having a technical foundation often means:

• Navigating RevOps platforms, CRM systems, and marketing automation tools with confidence.
• Working with data—cleaning, organizing, and analyzing insights to support decision-making.
• Recognizing patterns across projects, making it easier to apply lessons learned from past experiences.
• Understanding how different systems integrate and identifying the best approach for each situation.

Why this matters: Companies rely on external expertise to bring clarity to complexity—especially when it comes to tools, data, and process optimization.

The Soft Skills That Make a Lasting Impact

Technical skills can open doors, but how work is approached and communicated often determines success.

Navigating Scope and Priorities

• Keeping projects focused by managing scope effectively.
• Thinking ahead and identifying the next steps before they’re needed.
• Taking ownership of tasks and deliverables without needing constant direction.

Recognizing Patterns and Asking the Right Questions

• Diving deeper into challenges instead of making quick assumptions.
• Spotting similarities between projects and applying past learnings.
• Knowing when collaboration is needed and seeking input when appropriate.

Building Strong Relationships

• Capturing key decisions in writing to prevent misalignment.
• Keeping stakeholders informed to maintain transparency and trust.
• Adjusting communication styles to work effectively with both frontline teams and executives.

Why this matters: Technical expertise alone isn’t enough—relationships, collaboration, and adaptability determine long-term success.

How These Attributes Shape Opportunities

Reputation isn’t just built on skill—it’s shaped by how work gets done, how teams are engaged, and how challenges are handled. When these attributes come together:

• Future opportunities increase—those who deliver results consistently become the go-to choice for projects.
• Clients and teams trust the process—clear execution and proactive communication eliminate uncertainty.
• Stronger relationships develop—long-term success comes from being seen as a trusted partner, not just a one-time resource.

Bringing together the right mix of technical skills, structured execution, and adaptability creates a foundation for lasting success.

Final Thoughts: Continuing to Grow and Excel

For those looking to refine their approach and make a stronger impact, focusing on these areas can make all the difference:

• Keeping projects organized and running smoothly.
• Communicating clearly, ensuring alignment at every stage.
• Thinking strategically, solving challenges with both short-term and long-term impact in mind.
• Strengthening technical expertise, staying ahead of industry tools and best practices.
• Balancing independence with collaboration, knowing when to take initiative and when to engage others.

Success isn’t just about what gets done—it’s about how it’s done. Staying adaptable, proactive, and intentional in every project leads to long-term growth and more meaningful opportunities.

FAQs

1. What makes the biggest impact in this kind of work?
It’s a combination of clear execution, strong communication, and the ability to adapt. The right mix of these skills makes all the difference.

2. How can these skills be developed further?
Refining project management processes, strengthening communication, and staying curious about new tools and approaches can all help. Seeking feedback is also key.

3. Why does executive presence matter?
People take action when they believe in the person leading the conversation. Confidence, clarity, and thoughtful engagement create trust.

4. What technical expertise is most valuable?
A strong understanding of RevOps, CRM platforms, automation tools, and data management helps make smarter recommendations and decisions.