Revenue Operations Specialist

Position

Description:

The Revenue Operations Specialist at Character Strong ensures the systems, processes, and data supporting our customer lifecycle, from lead to renewal, operate with excellence and efficiency. This role acts as the connective tissue between Sales, Marketing, Customer Success, and Finance, optimizing workflows, maintaining data integrity, and equipping teams with insights that drive sustainable growth.

The specialist will manage and improve operational tools such as Hub Spot, Net Suite, Power

BI, and Excel support reporting and forecasting, and assist in process alignment that enhances both internal efficiency and the customer experience. This is an individual contributor role requiring strong analytical, technical, and problem-solving skills combined with a deep commitment to Character Strong’s mission of creating a more loving world through education.

Character Strong, a Full Bloom Company, is a fast‑paced, tech education company that makes PreK‑12 digital, social‑emotional learning curricula and offers professional learning opportunities to support schools with implementation. There’s currently a team of more than 110 full‑time employees and over 30 contractors and interns collaborating to bring this work to life.

Our mission is to create a more loving world by equipping educators with tools to teach the critical social, emotional, and character skills necessary to foster a more empathetic, connected, and generous world. In less than 10 years, our aim is to have reached 50 million students and over 2 million educators. We were ranked by INC. as the 449th fastest‑growing private company in the country.

At Character Strong, you will have the opportunity to positively impact education, both in the United States and internationally. Character Strong employees offer their innovation, dedication to excellence, and compassion to help produce transformational curricula and professional learning for educators.

• We Produce Excellence - Producing timely, quality results and consistently asking the question, “How can we make this 1% better?”
• We Take Full Ownership - Taking initiative to drive work forward, demonstrating responsibility when things do not go according to plan, and being proactive in closing identified gaps.
• We Practice Kindness - Exercising inclusion, care, and empathy with others, balancing honesty with compassion, and cultivating the well‑being of self and others.
• We Problem‑Solve - Identifying issues, analyzing for understanding, and taking action to implement the best possible solution.

• Maintain accuracy and alignment across CRM, accounting, and customer data systems (Hub Spot, Net Suite, Notion, Power
  
  BI and Excel).
• Support CRM administration including pipeline setup, workflow automation, and data hygiene.
• Build and maintain operational dashboards to track KPIs (pipeline health, conversion rates, retention metrics).
• Support teams with active, contextual data requests.
• Enhance core framework design so systems, data sources, and specific properties are integrated and understood.
• Conduct regular audits to ensure consistent data entry and reliable reporting.

• Partner with Sales and Customer Success to document and streamline operational workflows.
• Support revenue forecasting and goal tracking through accurate data collection and reporting.
• Create visibility into funnel performance and customer lifecycle metrics to support strategic decision‑making.
• Identify process bottlenecks and recommend system or automation improvements to enhance productivity.

• Drive more efficient and effective sales activities through better segmentation, prioritization, and calculation of opportunity.
• Connect current state of data and activities to Sales playbooks for evaluation and improvement.
• Work closely with Finance to reconcile invoices, renewals, and contracts.
• Collaborate with Marketing to improve lead lifecycle management and campaign attribution.
• Partner with Customer Success to ensure smooth transitions…