Revenue Operations Specialist

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

📋 Description

• Take charge of data hygiene and governance for GTM systems, focusing on field standards, deduplication, and validation rules.

• Create and manage dashboards and reports to analyze pipeline health, conversion rates, win/loss trends, and churn/expansion rates.

• Collaborate with Sales, Account Management, and Revenue Operations leadership to develop revenue forecasting models.

• Act as the checkpoint for the order-to-cash process, enabling Finance to invoice without delays due to missing or inconsistent deal information.

• Serve as the primary contact for requests related to account data changes.

• Oversee CPQ and product catalog configurations, ensuring that pricing and bundles are aligned with Finance and Product requirements.

• Develop and maintain ad hoc data reports and dashboards for Sales, Marketing, and Customer Success teams.

• Provide support to GTM stakeholders across Sales, Finance, Marketing, and Customer Success.

• Report directly to the Head of Revenue Operations.

⛳️ Requirements

• 3–5 years of experience in Revenue/Sales Operations, Business Intelligence, or a similar analytical position.

• Ideally have experience in B2B SaaS environments.

• Practical experience in administering Salesforce.

• CPQ experience is highly preferred.

• Familiarity with NetSuite or a similar ERP/billing system is advantageous.

• Proven experience in building dashboards and reports using Databricks, Tableau, Salesforce reporting, or other BI tools.

• Strong instincts for maintaining data hygiene.

• Comfortable taking ownership of governance standards across various systems.

• Ability to manage multiple stakeholders across Sales, Finance, Marketing, and Customer Success with competing priorities.

• Capable of thriving in a fast-paced, dynamic environment with evolving processes.

• Candidates must reside in the relevant hub regions to be considered.

• Candidates must possess valid work permits/SIN to work in Canada; Loopio does not currently provide sponsorship.

🏝️ Benefits

• Equity eligibility.

• Continuous feedback and regular one-on-one meetings.

• Professional mastery allowance to support learning endeavors.

• Health and wellness benefits starting from day one.

• MacBook laptop provided.

• Monthly phone and internet subsidy.

• Work-from-home budget available.

• Flexible remote work options.

• Co-working locations available in Ontario and British Columbia.

• Townhalls, AMA sessions, and quarterly celebrations.

• Four Employee Resource Groups.

• Supportive remote-first culture.

• Equal opportunity workplace.

• Accommodations provided during virtual interview processes.