Position Overview: As a Revenue Operations Specialist, you will play a critical role in optimizingprocesses, analyzing data, and managing the technology that supports our revenue-generatingteams. Youll work closely with cross-functional teams to drive alignment, operational efficiency,and data-driven decision-making.
Key Responsibilities:1. Process Optimization:
Streamline and improve sales, marketing, and customer success processes to enhanceefficiency and productivity.
Implement and manage lead routing, sales processes, and customer onboardingworkflows.
Identify bottlenecks in the customer journey and implement solutions.2. Data Analytics & Reporting:
Analyze key metrics across the revenue cycle, including sales funnel performance,marketing attribution, and customer retention rates.
Develop and maintain dashboards and reports to track performance and provideactionable insights to leadership.
Support revenue forecasting and pipeline management through datadriven insights.3. Technology Management:
Manage and optimize the CRM system (e.g., Salesforce, HubSpot), marketingautomation tools, and customer success platforms.
Ensure data integrity and seamless integration across all technology platforms.Implement automation to streamline manual processes and improve data flow.
4. CrossFunctional Collaboration:Work closely with sales, marketing, and customer success teams to align on revenue
goals and objectives.Facilitate communication and collaboration between teams to ensure strategic
alignment and data transparency.
Lead cross-functional meetings to discuss performance, share insights, and identifyareas for improvement.
5. Customer Focus:Monitor the customer journey to ensure a seamless experience from acquisition to
retention.Work with the customer success team to analyze customer data and identify
opportunities for upsell and expansion.Support initiatives aimed at increasing customer satisfaction and lifetime value.
Qualifications:Education: Bachelors degree in Business, Marketing, Finance, or a related field.Experience: 2-4 years of experience in revenue operations, sales operations, marketing
operations, or a related field.Skills:
Strong analytical skills with experience in data, reporting, and revenue forecasting.Proficiency with CRM systems (e.g., Salesforce, HubSpot) and marketing automation
tools.Experience with process improvement and project management.Excellent communication and collaboration skills.Ability to work in a fast-paced environment and manage multiple projects
simultaneously.Preferred Qualifications:
Experience with BI tools (e.g., Tableau, Power BI) and SQL.Familiarity with marketing attribution models and customer journey analytics.Background in SaaS, B2B, or tech-driven environments.