Revenue Operations Specialist
Partner with Sales to optimize the Lead-to-Cash process, manage deal desk operations, maintain CRM data integrity, and drive process improvements across Sales, Finance, and Legal teams.
About the job
Key Responsibilities
Revenue Operations
- Lead-to-Cash Support: Enable and support Sales Representatives throughout the Lead-to-Cash process, including opportunity validation, quote creation, and contracting.
- Cross-Functional Coordination: Coordinate with Sales, Finance, Legal, Product, and Data Analytics to align Sales Opportunities and ensure compliance with company policies and revenue recognition standards.
- Request Management: Track and organize incoming operational requests (e.g., deal desk inquiries, CRM troubleshooting, contracting hurdles) to ensure visibility and timely resolution across teams.
- Reporting & Analysis: Prepare summaries and reports that highlight trends, bottlenecks, and key focus areas within the sales process to inform leadership decision-making.
Process Development & Project Management
- Workflow Documentation: Support cross-functional process improvement efforts by documenting RevOps workflows (e.g., Sales Playbooks, Deal Desk protocols) and gathering feedback for iteration.
- Project Execution: Assist in project management activities such as implementing new sales tools, preparing project updates, and tracking action items for revenue-driving initiatives.
- Impact Measurement: Collect and analyze data to measure the effectiveness of new processes and tools on sales velocity and win rates.
- Change Management: Provide hands-on support to implement process changes and ensure smooth adoption across the Sales and Customer Success teams.
Basic Qualifications
- Bachelor’s degree in Finance, Economics, or a STEM field.
- 3–5 years of experience in Revenue Operations, Sales Operations, Program Management, or related operational roles.
- Demonstrated experience managing revenue operations and collaborating effectively across multiple stakeholders (Sales, Finance, Legal).
Preferred Qualifications
- Proficiency with Salesforce (or similar CRM), specifically in managing complex opportunities, CPQ (Configure, Price, Quote) workflows, and reporting.
- Familiarity with modern Marketing and RevOps tools (e.g., Marketo, Gong, Clari, Seismic or Rocketlane).
- Strong business analytics skills with the ability to use SQL, Tableau, or Google Sheets to synthesize complex data into actionable insights.
- Previous experience in a Deal Desk or Sales Support capacity, helping navigate complex contract terms and pricing approvals.
- Outstanding communication skills with the ability to explain complex operational processes to non-technical stakeholders.
- Comfort working in a fast-paced, high-growth SaaS environment with shifting priorities and a bias toward action.
Benefits
- Comprehensive medical, dental, vision, health savings account, flexible spending accounts (medical, limited purpose, dependent care, commuter benefit accounts), basic and voluntary life and AD&D insurance, 401(k) with company match, parental leave, unlimited paid time off, 8 company wide holidays, short and long-term disability insurance, accident and critical illness insurance, referral bonus policy, employee assistance program, pet insurance, travel assistant program, wellbeing and childcare discounts, benefit advocates, and a learning and development benefit.
Skills
Salesforce, CPQ, SQL, Tableau, Google Sheets, Marketo, Gong, Clari, Seismic, Rocketlane
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