Revenue Operations Specialist

Responsibilities

• Design, build, and maintain automated workflows across our tech stack (HubSpot, Zendesk, Gong, Salesforce, Zapier, and others) that improve team efficiency and client outcomes.
• Proactively audit workflows across teams and use data to identify high-volume / high-friction, repetitive tasks that are candidates for automation; maintain a running backlog of automation opportunities to recommend to stakeholders.
• Work with Sales and Marketing leaders to optimize lead flow processes, including capture, enrichment, scoring, routing, and handoff between Marketing and Sales.
• Maintain lifecycle stage definitions and ensure consistent application across CRM and all integrated tools.
• Serve as the operational connective tissue between Marketing, Sales, and Client Experience, translating team needs into workflow solutions.
• Facilitate regular stakeholder touchpoints to discuss priorities, align on upcoming projects, communicate system changes and report on progress.
• Support onboarding of team members onto new tools and workflows.

Data & Reporting

• Ensure data integrity and consistency across all systems; serve as the steward of a single source of truth for revenue data.
• Work with leadership to build and maintain dashboards and reports that give visibility into pipeline health, retention, and client engagement metrics.
• Support revenue forecasting and pipeline review processes in partnership with Sales and Client Success, ensuring data accuracy and model integrity.

Technology & Tools

• Oversee operational health of the revenue tech stack, troubleshooting issues, managing system connections, and proactively identifying improvements.
• Stay current on emerging tools, AI capabilities, and automation best practices relevant to SaaS operations and share findings with the broader team.

Required Skills & Experience

• Demonstrated successful experience in operations, sales ops, or client experience within a SaaS company, with exposure across multiple GTM functions.
• Hands-on experience building automations and AI-assisted workflows using low- or no-code platforms (Zapier, n8n, Clay, or similar).
• Experience with CRM, Customer Success, Sales, and Support tech platforms (HubSpot and Salesforce experience strongly preferred).
• Familiarity with AI concepts and prompt engineering; able to apply AI tools practically to real workflow problems.
• Proven ability to independently manage and prioritize competing requests from multiple stakeholders.
• Strong capacity to clearly articulate prioritization rationale, manage expectations, and drive consensus across teams without direct authority.
• Proven ability to identify process inefficiencies and implement effective, scalable solutions.
• Advanced proficiency in Microsoft Excel or Google Sheets.

Benefits

• Full range of insurance benefits (Medical, Dental, Vision, Life, Short-term Disability & Pet)
• Additional perks to boot (Flex PTO, Professional Development and Wellness Budgets, 401k with company match, Volunteer Time Off, and much more!)