RevOps Assistant

Job Description

The Rev Ops Assistant plays a vital role in supporting the Revenue Operations function at CESA 6 by managing client agreements, maintaining Hub Spot workflows, coordinating key programs and partnerships, and ensuring seamless communication and service delivery across the agency.

Full-time

• Provide customers with information about the agency, including services offered, contacts within the agency, and professional development offerings and locations.
• Collect, sort, and distribute mail; prepare mail, messages, faxes, or courier deliveries for the center.
• Answer the door when the receptionist is unavailable.

• Respond to questions on Client Agreements and Panda Doc.
• Work with Marketing Specialist for Contact Duplication Management in Hub Spot.
• Create Hub Spot deals and manage deal stages as directed by the Sales Team.
• Log and maintain the yearly District Report Contract Bundling Management Spreadsheet.
• Assist with the collection of Client Loyalty (Hub Spot Contracts) Scores.
• Provide ordering support for business cards.
• Provide design support for center‑related participant tools.
• Route website assistance requests to appropriate contact.
• Provide newsletter and email marketing support.
• Create event information sheets.
• Create and manage WI Forward Exam deals and purchasing.
• Create Time Kettle deals in Hub Spot.
• Coordinate all Translators/Interpreters requests for services.
• Manage and schedule the WIDA ACCESS Testing Process.
• Provide EP Help Center Support (upload articles and provide support for non‑tech‑related EP questions).
• Curate EP user numbers, subscriptions, pertinent personnel, and associated contact lists for statewide, EPIC, and evaluation‑specific communications.
• Manage EP Bundle Renewals in Hub Spot.
• Other duties as assigned.

• High school diploma required.
• Certification or associate degree as an administrative assistant or bookkeeper preferred.
• 2+ years of office experience desired.

• Model the core values of the agency.
• Advanced computer skills, including email, word processing, and virtual meeting scheduling.
• Working knowledge of Microsoft Office and Google platform applications, along with the ability to learn agency‑specific applications to support business operations.
• Proficiency or willingness to learn Hub Spot CRM, Panda Doc, and related revenue operations tools.
• Ability to generate professional emails.
• Ability to create organizational tools and processes to support the centers.
• Ability to work independently as well as collaborate with diverse work teams.
• Engage with clients in a positive manner that positively represents self, team, and agency.
• Work as a team and collaborate effectively with other Finance personnel to meet the needs of the Agency.
• Be process‑oriented.
• Be nimble and conscientious to meet defined timelines.
• Communicate effectively and timely, verbally, and in writing, to a diverse audience.
• Plan, organize, and prioritize work.
• Remain flexible to adapt to changes in the work environment.
• Excellent time management skills, including the ability to manage schedules and meet deadlines.
• Problem‑prevention, conflict resolution, and problem‑solving skills.
• Work accurately with close attention to detail.
• Exhibit a high degree of confidentiality of sensitive information and process and handle confidential information with discretion.
• Work effectively, professionally, and tactfully with internal agency staff and external clients.
• Ability to set and meet high customer service standards (internal and external).
• Excellent interpersonal skills to facilitate interaction with the workforce.
• Exhibit a professional, businesslike appearance and demeanor.
• Professionally represent the agency and public, private, and parochial school districts in interactions with staff, customers, and the community.
• Facilitate an overall work environment of mutual respect and collaboration.
• Ability to interpret data.
• Ability to establish and maintain effective relationships with individuals from diverse backgrounds.

• Ability to work in a professional and flexible office environment, with or without visual and auditory…