Are you looking for an opportunity to join a growing, faith-driven team? The Revenue Operations Specialist focuses on streamlining processes across sales, marketing, and customer success to maximize revenue growth and solution adoption. This role ensures data accuracy, system efficiency, and alignment among revenue-generating teams. This position requires a strong understanding of Hubspot and data management to drive sales and marketing engagement. This role will require both individual and collaborative work in a small firm setting. The ideal candidate will have high integrity, be a self-starter, be diligent with details, and is eager to learn the details of marketing, sales, and customer success for a values-aligned financial firm.
Duties And Responsibilities
- Manage and optimize revenue operations tools, such as CRM systems, automation systems and analytics platforms (e.g., Hubspot).
- Optimize workflows for lead generation, nurturing, and campaign execution
- Ensure seamless integration between marketing, sales, and customer success platforms and processes
- Monitor and analyze metrics (e.g., conversion rates, ROI) and prepare performance reports
- Collaborate with growth and success teams to align marketing efforts with business goals
- Maintain data accuracy and integrity in revenue-related systems
- Identify and implement opportunities for improving cross-functional processes
- Support sales enablement by providing insights, documentation, and training materials
- Develop and enforce processes to improve cross-departmental efficiency
- Assist with other projects as necessary
Qualifications
- Bachelor's degree in Business, Marketing, or a related field
- 2–4 years of experience in marketing or revenue operations, revenue management, or related roles
- Strong proficiency in CRM systems, automation and data analysis tools, specifically Hubspot
- Proven ability to work cross-functionally and communicate insights effectively
- Detail-oriented with excellent organizational skills
- Excellent communication skills, with the ability to collaborate effectively with cross-functional teams
- Strong eye for detail, with a commitment to delivering high-quality work
- Ability to manage time effectively, prioritize tasks, and meet deadlines in a fast-paced environment
