Senior Revenue Operations Specialist

At Roofr, we’re obsessed with our customers. We constantly gather feedback to shape, prioritize, and launch the products they truly need. That’s what makes Roofr’s CRM special. We started by building essential sales tools like aerial roof measurements and digital sales proposals. But when our customers asked for a simple, affordable way to manage and scale their entire businesses, we listened.

So, we created a CRM that connects these solutions—along with payments, material ordering, and more—into a seamless, powerful platform. With a clear roadmap ahead, we’re excited to continue expanding and leading the market with innovative products.

We have an amazing culture, strong financials, and best-in-class company metrics. It’s an exciting time to be part of an extraordinary startup that is already successful, yet still early enough to offer its team significant growth, equity, and the opportunity to make a real impact.

This position is for an existing vacancy.

We're looking for a Senior Revenue Operations Specialist to drive operational excellence, efficiency, and scalability across Roofr's Revenue organization. As a key member of the Rev Ops team, you'll play a hands‑on role optimizing GTM processes, improving our technology ecosystem, strengthening data integrity, and building AI‑ready systems that enable our Revenue teams to perform at their best.

You’ll work closely with Sales, Marketing, Customer Success, and Enablement to identify operational challenges, develop solutions, automate manual processes, and ensure our systems and workflows support a seamless customer and revenue lifecycle.

This is a highly collaborative, execution‑oriented role for someone who enjoys solving complex operational problems, working deeply in systems and data, and turning business needs into scalable and AI‑forward technology solutions.

What You’ll Do:

Optimize Revenue Processes & Systems

• Identify operational challenges across the Revenue org and develop scalable solutions that improve efficiency, productivity, and the GTM experience.
• Design, implement, and continuously optimize Revenue processes, workflows, and systems across the customer lifecycle.
• Apply a structured, project‑management‑oriented approach to understand problems, evaluate solutions, manage implementation, and measure outcomes.
• Partner with Revenue leaders and ICs to understand their needs, gather feedback, test solutions, and ensure initiatives meaningfully improve team performance.
• Look for opportunities to simplify processes, eliminate unnecessary manual work, and design human‑in‑the‑loop AI workflows to improve efficiency for Revenue teams.

Drive Process Automation & AI Enablement

• Identify opportunities to automate repetitive and manual processes using existing technology, integrations, and automation platforms.
• Build and maintain workflows, automations, routing, notifications, and other system‑based solutions that improve team productivity.
• Leverage connectors such as Fivetran, Zapier, or similar platforms to connect systems and improve data flow.
• Continuously evaluate opportunities to use AI and emerging technologies to improve Revenue productivity and operational scale.

Own & Optimize the Revenue Technology Stack

• Serve as a subject matter expert and administrator for Hub Spot Marketing Hub and Sales Hub
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• Own the creation, maintenance, and optimization of pipelines, workflows, custom views, templates, playbooks, lists, and other Hub Spot functionality supporting Revenue initiatives.
• Manage and optimize key Revenue technologies including Aircall, Sakari, Gong, Stripe, Hippo Video, and Guru.
• Ensure systems are configured effectively, adopted appropriately, and integrated into Revenue workflows.
• Stay current on product capabilities and emerging features,…