Revenue Operations Specialist Job San Jose area,California USA,IT/Tech

What we’re looking for

Leo Berwick is looking for a Revenue Operations Specialist to own day-to-day administration of the technology and data behind our go-to-market teams. This is a remote-first role, reporting to the Director of Revenue Operations, with a preference for candidates based in Atlantic Canada (Nova Scotia, New Brunswick, Prince Edward Island, or Newfoundland and Labrador). You’ll take day-to-day ownership of Hub Spot and its connected systems, including CRM data quality, the Hub Spot–Net Suite integration, reporting and dashboards, and the data behind account segmentation.

Your work will make sure our teams can rely on clean data, effective workflows and practical reporting.

You’ll join Revenue Operations at an important stage. The foundations are in place, but the operating model is still evolving. That gives you real opportunities to improve systems, shape how work gets done and contribute beyond a narrowly defined role. You’ll work closely with the Director of Revenue Operations, Business Development, Marketing and Finance, and gain broad exposure across systems, data, process and enablement.

This is an AI‑first role. We expect you to use AI every day to do the work of a bigger team, and to build workflows and agents that keep our go-to-market systems running with the right checks in place.

You’re the right fit for this role if you–

Take pride in clean, reliable data and systems people can trust
Are analytical and enjoy untangling complex data problems
Are resourceful and comfortable with ambiguity, spotting problems early, forming a point of view and taking initiative
Communicate clearly, explaining technical issues in plain terms and documenting what you build
Already use AI tools such as Claude every day, and your first instinct with repetitive work is to automate it, not do it twice

What you’ll do CRM administration

Administer Hub Spot day to day, including configuration, pipelines, workflows, permissions and reporting
Partner with stakeholders to understand the underlying problem, translate needs into practical system and data solutions

AI and innovation

Use AI tools such as Claude to speed up data cleanup, analysis, reporting and documentation
Build AI-assisted workflows and agents that connect to our systems and handle repeatable work
Experiment with AI across go-to-market operations and recommend practical ways to help the team work more effectively

Data quality and governance

Own the accuracy and completeness of account, contact and pipeline data
Set and enforce data standards, definitions and ownership rules
Run regular audits and fix root causes, not just symptoms
Lead bulk imports, migrations and enrichment projects

Integrations and automation

Own the connections between Hub Spot, Net Suite and other go-to-market tools
Monitor integrations and resolve sync issues quickly
Automate manual revenue operations work wherever possible

Reporting and account data

Build and maintain dashboards for leadership and service lines, turning pipeline, activity and revenue data into clear insights for planning and decision‑making
Maintain and enrich the account data behind segmentation and targeting
Evaluate third‑party data sources on coverage, accuracy and cost

What you bring

3–5 years of experience in revenue operations, sales operations, CRM administration or business systems
Hands‑on CRM administration experience;
Hub Spot strongly preferred
Strong data skills, with comfort cleaning, reconciling and analyzing large datasets
Experience with integration and automation platforms
A track record of building dashboards that leaders rely on
Experience building and supporting automations in Zapier, Make or an equivalent workflow tools
Regular, practical use of AI tools such as Claude in your day‑to‑day work,…