We are seeking an experienced Data Management and Revenue Operations Specialist to join Field Effect’s Revenue Operations team, who is responsible for managing and optimizing Sales and Marketing data and processes to accelerate revenue growth. This is a key role that will focus heavily on the accuracy and integrity of Field Effect’s marketing and sales data while collaborating cross-functionally with revenue operations, sales, and marketing on list management, data hygiene, analytics and reporting, and the creation of quotations and order forms.
Role Responsibilities:
- Perform regular data management and data hygiene tasks across marketing and sales, ensuring data accuracy, integrity, and accessibility for relevant parties in marketing, sales, and leadership
- Proactively maintain and optimize the data entries in Field Effect’s HubSpot and Microsoft Dynamics CRM accounts, including data workflows, data de-duplication and record merging, and data enrichment and normalization exercises
- Prepare and manage lists of accounts, leads, contacts, and opportunities in Excel, HubSpot, and Microsoft Dynamics CRM for cross-functional projects
- Assist with the creation and maintenance of monthly, quarterly, and on-demand reports for sales, marketing, and leadership using Excel, PowerBI, and other tools to enable data-driven decisions
- Collaborate with revenue operations, marketing, sales, and success teams on the implementation, adoption, and training of new sales and marketing systems and processes
- Work collaboratively with sales teams to create quotations and order forms
- Assist with partner agreement preparation and signature tracking
- Assist with order fulfillment and associated CRM updates
- Collaborate with finance team on invoicing and subscription inquiries
- Support incoming queries from sales teams around business policies, and CRM activities
- Develop and maintain process documentation for revenue operations and data management activities
- Provide general team and project support
Qualifications:
- 2+ years sales and marketing operations, data management, or similar experience
- Post secondary degree in Business Administration, Data Analytics, Marketing, or related discipline
- Extensive Microsoft Office skills (Excel specifically – Pivot tables, filters, IF and COUNTIF/SUMIF statements, INDEX/MATCH, etc.)
- Experience with marketing and sales technology such as Microsoft Dynamics, HubSpot, ZoomInfo, or other Customer Relationship Management (CRM) Tools
- Experience with PowerBI or other reporting software
- Experience using AI (ChatGPT, Copilot, Claude) for data collection and manipulation is an asset
- Superior communication and time management skills
- Excellent organization skills and attention to detail with ability to execute multiple initiatives and deliver against deadlines
- Drive to succeed and participate in the growth of a fast-paced company
- Ability to speak French is an asset
What You’ll Get by Joining Our Team:
- Be part of a company creating real impact for businesses by solving meaningful cybersecurity challenges
- Own your work without red tape
- Collaborate with talented, humble teammates and learn from industry leading cybersecurity experts
- Operate with autonomy and accountability in a high trust, delivery focused environment
- Work flexibly in ways that fit your life and help you perform at your best, with benefits and rewards that matter
If this sounds exciting, we would love to hear from you! Please note that only the candidate(s) selected for the next phase of the hiring process will be contacted directly.
Field Effect is an equal opportunity employer. All qualified applicants are given consideration regardless of race, religion, colour, gender, sex, age, sexual orientation, gender identity, national origin, marital status, citizenship status, disability, veteran status, or any other protected class as provided in applicable employment laws. If you have a disability or special need that requires accommodation, please contact us.
About Us:
People rarely can say that they work at a job they truly love—unless, of course, they work at Field Effect. We believe in investing in the personal and professional success of our employees. We want our teammates to feel great about the work that they do and about themselves when they are with us. That is our culture.
We have an all-star team with industry leading cyber security knowledge and analytical thinking that is engaged, motivated, genuinely curious, and has the willingness to be as diligent as possible. Field Effect is a rapidly growing company with an increasingly distributed global workforce that provides world-class managed cyber security solutions for businesses of all sizes. The company was founded by the brightest talents in cyber security, with a mission to remove the complexity of securing endpoints and networks by delivering monitoring and threat protection services that are easy to use and provide actionable insights.
Field Effect has earned their outstanding reputation through innovation, ingenuity and drive to change the cyber security industry. As a result of the exceptional workplace and culture they have built, Field Effect has been recognized as one of Canada’s Top 100 Small and Medium Employers in 2023. In addition, they have been consistently named one of the top employers in Ottawa, by Invest Ottawa. This team is committed to helping businesses simplify and improve their cyber security by empowering their employees to collaborate, grow and thrive in their fields.
