Revenue Operations Specialist

This is a fully remote position, open to applicants in California, +8 more locations.

📋 Description

• Manage daily Salesforce administration for go-to-market teams, which includes Flows, custom objects, user support, and enhancement requests.

• Create reports and dashboards for leaders in sales, marketing, and customer success.

• Oversee configuration, Salesforce synchronization, and governance for HubSpot and Outreach.

• Develop operational workflows in HubSpot for lifecycle stages, lead scoring, and routing.

• Ensure the integrity of Salesforce data by reviewing key fields and implementing controls to avoid data issues.

• Provide training to users when there are changes in Salesforce data or processes.

• Manage the Salesforce ticket queue, clarify requirements with requesters, and deliver solutions within agreed timelines.

• Administer LeanData, ZoomInfo, and Clay; promote adoption and manage vendor relationships.

• Design and test automations across various systems utilizing Salesforce Flow, n8n, Zapier, and AI tools.

• Lead workstreams for Revenue Operations initiatives.

• Document team processes and assist teammates in skill development.

• Foster alignment and performance across sales, marketing, and customer success to enhance revenue growth.

• Provide accurate revenue data insights in a user-friendly format to support data-driven decision making.

⛳️ Requirements

• Bachelor's degree or equivalent experience.

• 3+ years of experience in revenue operations, sales operations, or Salesforce administration.

• 2+ years of extensive Salesforce experience, including custom reports and dashboards, custom objects, and Flows.

• Salesforce Administrator Certification, or willingness to obtain it within the first 6 months.

• Experience in building and maintaining workflows within a production marketing automation platform; HubSpot is preferred, but Marketo, Pardot, or similar platforms will also be considered.

• Strong skills in Excel or Google Sheets, including lookups, pivots, and data cleaning and joining.

• Experience in creating automations across go-to-market systems.

• Familiarity with using AI tools to expedite analysis and streamline work processes.

• Preferred: degree in business, finance, or a related discipline.

• Preferred: administration experience with at least two go-to-market tools such as Outreach, LeanData, ZoomInfo, or Clay.

• Preferred: experience in leading process improvement and cross-functional projects.

• Preferred: certifications in revenue tools such as LeanData or Outreach.

• Must reside in CA, CO, CT, GA, IL, MA, MN, NY, or TX.

• Must verify identity and eligibility to work in the United States.

• Must complete required employment eligibility verification upon hire.

🏝️ Benefits

• Health, dental, and vision insurance fully covered by the company for you and your dependents.

• 401k plan with a 6% match.

• Flexible Spending Account (FSA) and Dependent Care FSA options.

• Long-term and short-term disability coverage entirely paid by the company.

• 8 paid company holidays each year.

• 2 paid floating holidays annually.

• 1 paid volunteer day per year.

• Generous Paid Time Off policy.

• Stipend for home office equipment.

• Annual Learning Stipend for professional development.

• Quarterly “fun budgets” allocated for team bonding activities.

• Flexibility for remote, in-office, or hybrid work arrangements.

• Company-provided equipment for your home office setup.

• Allowance for essential home office equipment.

• Bright and spacious offices located in downtown Santa Barbara.

• Stocked snack kitchens for employees.

• Collaborative workspaces featuring Herman Miller chairs, height-adjustable desks, and large 32-inch monitors.

• Dog-friendly office environment.

• Opportunities for career growth within the company.

• Be part of a company that is transforming an entire industry.