Revenue Operations Specialist

This is a fully remote position, open to applicants in Canada.

📋 Description

• Act as the primary administrator for our HubSpot platform, overseeing user management, permissions, properties, pipelines, and deal stages.

• Ensure CRM data integrity by maintaining accurate and complete records for contacts, companies, and deals, while conducting regular clean-ups and de-duplication to enhance reporting reliability.

• Develop, maintain, and troubleshoot workflows, automations, lead routing, and lead scoring mechanisms.

• Design and uphold dashboards and reports for Sales, customer-facing teams, and leadership, focusing on pipeline, conversion rates, deal velocity, and activity metrics.

• Facilitate CRM adoption by creating concise how-to documentation and assisting representatives in utilizing the system effectively and consistently.

• Aid in managing integrations between HubSpot and the broader GTM tool stack, identifying sync issues proactively to prevent data discrepancies.

• Generate, validate, and process quotes, ensuring precision, completeness, and adherence to required fields to minimize downstream errors and rework.

• Navigate deals through the approval workflow, consistently applying pricing and discount policies while escalating non-standard requests to the appropriate approver.

• Monitor active deals and ensure the quote cycle times remain on track, meeting established turnaround and SLA expectations.

• Serve as the first point of contact for representatives’ inquiries regarding quoting and deal processes, offering guidance on standard terms and structures (and support for non-standard cases).

• Collaborate with Sales, Finance, and Legal teams to ensure seamless progression of deals from quote to closed-won status.

• Maintain deal-desk templates, approval matrices, and process documentation to ensure consistency and auditability.

• Identify recurring issues within CRM and deal workflows and propose solutions.

• Support ongoing RevOps initiatives, including pipeline clean-ups, process rollouts, and enhancements to the sales and reporting methodologies.

⛳️ Requirements

• 1–2 years of experience in Revenue Operations, Sales Operations, Marketing Operations, CRM administration, or a Deal Desk/sales-support role (recent graduates with relevant internships or project experience are welcomed to apply).

• Practical experience with HubSpot (or a similar CRM such as Salesforce), particularly in constructing or troubleshooting workflows and reports.

• Strong understanding of CRM data models, including objects, properties, and relationships, paired with a genuine enthusiasm for data accuracy.

• Exceptional attention to detail and comfort with handling quotes, numbers, and structured processes.

• Excellent written and verbal communication skills, with the ability to collaborate effectively across various business areas.

• Highly organized, capable of managing multiple deals and requests in a dynamic environment.

• Proficient with spreadsheets, documentation, and basic reporting tasks.

• **Nice to have**

• HubSpot certification(s) (e.g., Revenue Operations, Sales Hub, Reporting).

• Experience in a Deal Desk, quoting/CPQ tools, or approval-workflow processes.

• Familiarity with basic pricing, discounting, or contract terms and their impact on deals.

• Background in revenue-intelligence or reporting tools (e.g., Gong, Clari, Looker, Tableau).

• Knowledge of B2B sales processes and the lead-to-cash lifecycle.

• Bachelor’s degree in Business, Finance, Marketing, or a related field (or equivalent practical experience).

🏝️ Benefits

• Fully remote work: no offices or commuting required.

• Generous paid vacation policy.

• Comprehensive benefits package, which includes:

• Private Medical & Dental insurance.

• GRSP Matching.

• Employee Assistance Program.

• Learning & Development opportunities for continuous growth.

• Technology provisions to ensure you have all necessary tools for optimal performance.

• Gatekeeper for Good: Match funding to support local non-profit organizations.

• Gatekeeper retreats.