Revenue Operations & Salesforce Specialist
Generis is proudly ranked on;
2025 - The America’s Fastest-Growing Companies - Financial Times
2024 - Canada’s Top Growing Companies - The Globe and Mail
2020 - The America’s Fastest-Growing Companies - Financial Times
2020 - Growth List of Canada’s Fastest-Growing Companies - Canadian Business and Maclean’s
2020 - Canada’s Top Growing Companies - The Globe and Mail
2019 - Canada’s Top Growing Companies - The Globe and Mail
WHO WE ARE: Generis organizes and delivers industry leading B2B conferences allowing business leaders to discuss, learn and network. Our focus on transforming the way people connect has allowed us to work with exciting brands such as Amazon, Johnson & Johnson, NASA, Google, Bayer, Ford and more!
Generis was formed with the vision of redefining how knowledge transfer and face-to-face interactions take place. We see an opportunity to enhance the partnership experience by understanding how executives and professionals create and sustain successful relationships. Our commitment to delivering world-class content and connecting business ideas with relationship opportunities is the Generis experience. We are thrilled to have expanded our operations across both the North American and European markets!
The Revenue Operations & Salesforce Specialist plays a key operational role supporting Generis' commercial systems and ensuring that sales, marketing, and event operations teams work from clean, accurate, and reliable data. This position supports the day-to-day maintenance, reporting, and troubleshooting of Salesforce and integrated systems such as HubSpot, ZoomInfo, and Dialpad.
Location: Downtown Toronto, ON (Richmond/Bathurst)
Work Arrangement: 100% in office
Reports To: Senior Revenue Operations Manager
Type: Full-Time, Permanent
Qualifications:
- 1–3 years of experience in Salesforce administration or Revenue Operations support.
- Strong command of Salesforce core functionality: user management, reporting/dashboards, list views, and data management.
- Experience with Google Sheets or Excel for data analysis and reconciliation.
- Understanding of B2B sales processes, lead lifecycles, and opportunity management.
- Detail-oriented, proactive problem solver with excellent communication skills.
Preferred:
- Salesforce Administrator Certification or progress toward certification.
- Exposure to HubSpot, ZoomInfo, Dialpad, or similar platforms.
- Familiarity with Salesforce flows, integrations, or workflow automation.
Key Responsibilities:
1. Salesforce & CRM Administration
- Manage users, roles, and permission sets.
- Maintain picklists, record types, validation rules, and basic configuration changes.
- Perform regular data hygiene, deduplication, and imports/exports.
- Build and maintain standardized reports and dashboards for various departments.
- Support the upkeep and testing of simple flows, approval processes, and other automations.
2. Revenue Operations Support & Reporting
- Own daily and weekly activity reporting, cross-checking Dialpad and Google Meet data.
- Respond to RevOps support requests and JIRA tickets such as lead visibility issues, report creation, and pipeline discrepancies.
- Monitor sales activity metrics, identify anomalies, and alert leadership to trends that may impact revenue.
3. Tech Stack & Integration Support
- Monitor synchronization between Salesforce, HubSpot, ZoomInfo, and Dialpad.
- Resolve common mapping or field-alignment issues and escalate complex integration problems to Senior RevOps Manager.
- Conduct validation testing when new integrations, automations, or fields are deployed.
4. Onboarding, Access, and Enablement
- Create user accounts across tech stack managing permissions and license assignments.
- Provide “first line” system guidance and troubleshooting for new and existing users, escalating complex queries to Senior RevOps Manager.
- Reinforce process adherence across teams and proper CRM use to maintain data integrity.
5. Documentation and Knowledge Base
- Document recurring support procedures, field definitions, and new/existing integration logic.
- Maintain up-to-date knowledge base materials for internal users.
- Contribute to ongoing field naming, standardization, and clean-up to prepare for AI and advanced analytics use cases.
6. Project Support and Continuous Improvement
- Support system improvement projects by handling configuration testing, data validation, and documentation.
- Identify small process optimizations to reduce manual entry and improve usability across departments.
- Participate in new technology evaluations and assist with rollout testing and feedback collection.
The Package:
- Top performers will fast-track their career progression into leadership opportunities
- Incentives and opportunity for travel to participate in our business summits
- Health benefits after 3-months of employment + Annual Health Spend Account
- Monthly company-wide town hall socials with announcements, awards and social festivities
- 15 paid vacation days per year + Holiday Office Closure. (All business days during the closure period are fully paid and provided in addition to annual vacation).
- Snacks and coffee program to keep you fueled throughout the day
