REDW LLC, one of the Southwest’s largest and fastest growing certified public accounting and business advisory firms, with offices in New Mexico, Arizona, Oregon, and Oklahoma, is excited to have been awarded Top Workplace 2024, 2023, 2022 and 2021 honors for both the state of Arizona and the state of New Mexico.
AZCentral and The Albuquerque Journal also recognized REDW with special Cultural Excellence awards in Compensation, Remote Work, and Formal Training categories.
The Revenue Operations Specialist will play a crucial role in aligning cross-functional teams and optimizing processes to improve visibility across lead generation, pipeline creation, operational strategy, and overall revenue performance.
ESSENTIAL FUNCTIONS
- Cross-Functional Alignment: Ensure strategic and operational alignment across Marketing, Sales, Client Success, and Finance (lead-to-revenue) for consistent communication, process execution, and pipeline management.
- Systems and Processes Management: Work closely with internal teams and go-to-market (GTM) partners to implement and manage new sales/marketing systems, processes, and strategies.
- CRM Admin: Provide Front Line Support for our Microsoft Dynamics environment for team members. Work with external vendors for project support as needed.
- Sales Strategy Partnership: Act as a thought partner to Sales leadership, focusing on analytics and process infrastructure to support scalable growth.
- KPIs and Metrics Development: Establish and monitor organizational KPIs and marketing/sales funnel metrics to set measurable goals while managing cross-functional reporting and analytics.
- Revenue Forecasting & Reporting: Lead planning processes, and own reports and dashboards for sales/GTM revenue forecasting.
- Data Integrity Management: Ensure data accuracy, hygiene, and enrichment across lead scoring, pipeline opportunities, and related processes.
- Root Cause Analysis: Conduct analysis on high-priority issues to identify challenges and opportunities for achieving growth objectives.
- Documentation & Compliance: Maintain key documentation for sales processes, contract management policies, and operational standards.
KNOWLEDGE AND SKILLS
- 5+ years of prior experience in Marketing Operations, Sales Operations, or Revenue Operations.
- Proven project management experience, with the ability to coordinate and lead initiatives.
- Demonstrated success in building and managing sales/marketing systems and processes.
- Understanding of sales stages, pipeline management, and forecasting.
- Ability to foster a performance and metrics-driven organizational culture.
- Understanding of Microsoft Dynamics, HubSpot, and MS Office 365.
- Excellent communication and presentation skills, particularly for translating data and analyses into actionable insights for broader audiences.
QUALIFICATIONS
- Associate’s Degree or equivalent.
- B.S. or B.A. degree (preferred).
- Microsoft CRM certification (preferred)
- Experience with software implementations.
- Proficient in Microsoft Office, specifically, Excel, Word, and PowerPoint.
REDW is proud of our commitment to equal pay for equal work. Knowing our team members are multi-dimensional people, we take special consideration to value each candidate. The potential annualized pay range for this position is $77,000 - $93,000. We make compensation offers within the range based on a range of individual factors, including but not limited to location, skills, experience, training, licensure and certifications, business needs, and applicable employment laws. These factors may also be taken into consideration to offer above or below the pay range.
Sharing pay information upfront fosters an open, transparent dialogue around how we value candidates’ unique strengths. We believe talented people from all backgrounds should feel welcomed, supported and empowered to create forward-thinking solutions for our clients.
BENEFITS HIGHLIGHTS
Competitive Benefits Package - Our competitive benefits package includes Medical, Dental, Vision, HSA, FSA, Disability Insurance, Life and AD&D Insurance, Supplemental coverage, and 401(k) with employer match.
Employee Wellness - We care about overall employee wellness, offering monthly reimbursements for expenses like gym memberships, training programs, health apps and more.
Time Off - On top of PTO and paid sick time, REDW observes ten (10) paid holidays each year and offers our team members two floating holidays chosen by your department.
Exclusive Perks - Our Access Perks program helps team members maximize budgets with exclusive perks for travel, shopping, and more, offering thousands of discounts with travel and entertainment providers.
Professional Development - We pride ourselves on our entrepreneurial spirit at REDW and so are big fans of learning and development. Our customized Learning Management System (LMS), Spiirall, offers development resources, training, education credits and more for professional and personal betterment.
Remote Worker Allowance - Along with providing essential technology needs, we help equip remote team members to succeed with an annual $150 work-from-home allowance for key gear in their home-offices.
Credentialing & Licensure - Credentialing support, licensing exam bonuses and longevity awards.
As an equal opportunity employer, REDW actively fosters a diverse and inclusive workplace. We encourage all qualified candidates to apply, as we believe that diversity of perspectives and backgrounds leads to further innovation and success. At REDW, we do not tolerate any discrimination based on race, color, religion, gender, sexual orientation, national origin, age, disability or other legally protected statuses.
REDW is committed to providing reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or to participate in our recruiting process, please send us an email at redwrecruitingteam@redw.com.
