General Responsibilities:
As a Revenue Operations Specialist with a strong focus on maximizing revenue growth, you will play a crucial role in breaking down silos; aligning our sales, marketing, and customer success efforts. You will be responsible for leveraging your expertise to optimize workflows, data management, reporting, and integrations. This role will play an integral part in delivering on the ongoing reporting, systems administration, and operational coordination of the team, including translating data into easily digestible information. This role requires timely communications with Sales, Business Development, Customer Success, and other departments, including Marketing, Finance, and Product. Your contributions will directly impact the efficiency and effectiveness of our revenue generation processes. As a Revenue Operations Specialist you will:
· Create and report on key metrics across the sales and marketing functions and track goals to support business operations.
· Perform data analysis to identify trends, patterns, and results in datasets.
· Serve as part of the Salesforce team of experts, owning some of the administration, configuration, and optimization of our Salesforce instance to support sales, marketing, and customer success teams.
· Collaborate with cross-functional teams to design, implement, and refine workflows that enhance lead management, pipeline visibility, territory analysis and customer engagement.
· Regularly monitor and maintain data integrity within Salesforce, including account information, quotes, opportunity stages, and customer contracts.
· Work closely with customer success teams to enhance customer retention, minimize churn, and identify expansion opportunities.
· Design and generate custom reports and dashboards in Salesforce to provide actionable insights to sales, marketing, and customer success teams. This includes forecasting, opportunity staging, and variance analysis.
· Collaborate with the Sales, Customer Success, Marketing, Product, and other required teams to ensure the customer journey aligns with company goals and objectives.
· Communicate updates and changes to Sales, Marketing (education), and Customer Success teams; including ensuring all users can maximize the capabilities of Salesforce.
· Document processes as they are built to ensure that knowledge is easily shared with other teams.
· Participate in meetings and take responsibility for marketing and sales improvements, implementations and initiatives as assigned and actioned.
Required Skills/Experience:
Proficiency in data modelling and analysis using Excel & Tableau
Experience in implementing and supporting sales, marketing or customer success operational processes
Experience in CRM administration, especially Salesforce
Solution-oriented individual who likes thinking through complex problems
Ability to understand broader business and financial concepts
Strong communication skills and can build stories around your data analysis with the ability to present complex information clearly and effectively to non-technical audiences
Self-starter with a strong sense of ownership, able to manage multiple projects and priorities concurrently, while delivering high-quality results
Outstanding listening, comprehension, and written communication skills
Ability to interact with all levels of the organization
Experience writing SQL queries and creating custom objects a plus
Experience with Hubspot or DealHub a plus
Understanding of the healthcare industry a plus
Educational Requirements:
Degree or diploma in Business or equivalent work experience
