Revenue Operations Specialist

We are seeking a detail-oriented and analytical Revenue Operations Specialist to support and optimize the processes, systems, data, and reporting that drive revenue growth.

The Revenue Operations Specialist will work closely with Sales, Marketing, Customer Success, Finance, and Leadership to improve operational efficiency, maintain accurate CRM data, automate workflows, monitor pipeline performance, and provide actionable business insights.

This position is suitable for candidates ranging from entry-level professionals with strong analytical and CRM skills to mid-level professionals with hands-on Revenue Operations or Sales Operations experience
.

• Support day-to-day Revenue Operations activities across Sales, Marketing, and Customer Success.
• Analyze existing revenue processes and identify opportunities for improvement.
• Document business processes, workflows, and standard operating procedures.
• Support lead-to-opportunity and opportunity-to-close processes.
• Identify operational bottlenecks and recommend process improvements.
• Assist with implementing scalable processes as the organization grows.

• Maintain and update CRM systems such as Salesforce, Hub Spot, or similar platforms
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• Ensure accuracy, consistency, and completeness of customer, lead, account, and opportunity data.
• Perform data cleanup, deduplication, validation, and enrichment.
• Manage CRM fields, records, views, reports, and dashboards.
• Support lead routing, assignment rules, pipeline stages, and lifecycle management.
• Troubleshoot basic CRM and workflow issues and coordinate with technical teams when required.

• Build and maintain reports and dashboards related to:
• Lead conversion
• Win/loss rates
• Forecasting
• Analyze revenue and sales data to identify trends and opportunities.
• Prepare recurring reports for Sales and Leadership teams.
• Support forecasting and business planning activities.
• Use Excel or Google Sheets to perform data analysis and reporting.
• Support sales teams with CRM processes, pipeline management, and reporting.
• Assist with quote, pricing, contract, and deal approval workflows when applicable.
• Monitor opportunities to ensure accurate stages, close dates, and revenue information.
• Support territory, account, and lead assignment processes.
• Assist with sales compensation and commission reporting when required.

• Partner with Sales, Marketing, Finance, Customer Success, and IT.
• Translate business requirements into CRM and operational solutions.
• Provide training and support to users on CRM processes and tools.
• Communicate operational issues and recommendations to stakeholders.

• Bachelor's degree in Business, Marketing, Finance, Economics, Information Systems, Computer Science, Data Analytics, or a related field
  .
• Strong analytical and problem-solving skills.
• Good knowledge of Microsoft Excel or Google Sheets.
• Strong attention to detail and data accuracy.
• Excellent written and verbal communication skills.
• Interest in CRM systems, sales technology, analytics, and business operations.

• 2–5 years of experience in Revenue Operations, Sales Operations, Marketing Operations, Business Operations, or a related role.
• Hands-on experience with Salesforce, Hub Spot, or another CRM platform
  .
• Experience with CRM reporting, dashboards, workflows, and data management.
• Experience analyzing sales/revenue metrics and supporting pipeline reporting.
• Experience with process improvement and automation.

• Hub Spot
• Microsoft Excel / Google Sheets
• Power BI, Tableau, or Looker
• SQL – basic to intermediate
• CRM workflow automation
• Marketing automation platforms
• CPQ / quoting tools
• Data integration concepts and APIs

Experience with tools such as Salesloft, Outreach, Gong, Zoom Info, Apollo, Linked In Sales Navigator, Docu Sign, or similar GTM technologies is a plus. Current Rev Ops postings commonly emphasize CRM administration, workflow automation, reporting, data hygiene, and sales-tech-stack management.

• Revenue Operations
• CRM Management
• Data Analysis
• Forecasting
• Process Improvement
• Workflow Automation
• Data Quality Management
• Business Analysis
• Cross-Functional Collaboration
• Problem Solving
• Communication
• Attention to Detail

• Hub Spot Sales Software Certification
• Hub Spot Revenue Operations Certification
• Google Analytics Certification
• Microsoft Power BI Certification