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NylasNylasToronto, Canada

Systems Operations Specialist

Supports and improves the business systems, workflows, automations, reporting, integrations, and data quality that power go-to-market operations. The role requires at least three years of business systems or operations experience and familiarity with CRM platforms.

75k – 120k/yr
Remote3+ YOERevenue Operations

About the role

Responsibilities

  • Support and maintain go-to-market systems, including HubSpot, Vitally, and other operational platforms.
  • Build, maintain, and troubleshoot workflows, automations, lifecycle stages, routing rules, and operational processes.
  • Investigate and resolve system issues, workflow failures, data inconsistencies, and operational requests from internal teams.
  • Partner with Sales, Customer Success, Marketing, Finance, and Product to improve business processes and operational efficiency.
  • Create and maintain dashboards and reporting for pipeline, customer health, renewals, forecasting, and other key business metrics.
  • Support integrations and data flow between CRM, billing, product, analytics, and customer support systems.
  • Perform data cleanup, improve CRM hygiene, and help maintain data accuracy across business systems.
  • Document processes, troubleshooting guides, and operational playbooks.
  • Identify opportunities to automate repetitive work using workflows, AI tools, and other operational technologies.
  • Assist with cross-functional operational projects.

Requirements

  • 3+ years of experience supporting business systems, operations, revenue operations, customer operations, or a similar function.
  • Experience with CRM platforms such as HubSpot, Salesforce, or similar systems.
  • Experience creating or supporting workflows, automations, reporting, and operational processes.
  • Strong analytical and problem-solving skills, including troubleshooting across multiple systems.
  • Understanding of data quality and information flows between business applications.
  • Strong organizational skills and ability to manage multiple priorities.
  • Excellent communication skills with technical and non-technical stakeholders.
  • Continuous improvement mindset and curiosity for learning new tools and technologies.

Nice-to-haves

  • Experience with Vitally or similar Customer Success platforms.
  • Experience with Zapier, Make, n8n, Workato, or similar workflow automation tools.
  • Familiarity with APIs, integrations, or low-code automation.
  • Experience with ChatGPT, Claude, GitHub Copilot, or MCP-enabled tools.
  • Experience with Looker, Sigma, Tableau, or Power BI.
  • Basic SQL knowledge.
  • Experience supporting SaaS go-to-market organizations.

Compensation

  • Actual compensation is determined based on individual qualifications, including knowledge, skills, experience, and abilities.

Skills

HubSpotvitallySalesforceWorkflow AutomationZapiermaken8nWorkatoAPIsCRMLookerTableauPower BISQLAI Tools

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