What are the responsibilities and job description for the Revenue Operations – Operations Specialist position at Dealer eProcess?
Location: In-Office - 22601 N 19th Ave #208, Phoenix, AZ 85027
Maintain daily operations of the revenue engine: ensure clean data, reliable routing, responsive CRM support, and accurate product records, allowing frontline teams to sell and serve seamlessly.
Mission
Be the hands-on owner of CRM health and user enablement—fix the data, clear blockers, and make the process the easiest way to work.
Core Responsibilities
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Maintain daily operations of the revenue engine: ensure clean data, reliable routing, responsive CRM support, and accurate product records, allowing frontline teams to sell and serve seamlessly.
Mission
Be the hands-on owner of CRM health and user enablement—fix the data, clear blockers, and make the process the easiest way to work.
Core Responsibilities
- CRM Support & Administration
- Triage user tickets (access, views, lists, reports, automations) and close within SLA
- Build/maintain Saved Views, lists, dashboards, and routine workflow updates
- Data Hygiene Execution
- Daily sweeps for duplicates, missing required fields, and unassociated documents
- Maintain product mix accuracy (current and historical) on Company records;
- Routing & Safety Nets
- Monitor lead routing, response timers, and escalation rules; keep one-sequence-per-contact guardrail intact
- Resolve ownership conflicts quickly and document outcomes
- Release Enablement
- Prepare release notes and quickstart guides when processes or fields change
- Run short Looms or office hours for user adoption
- Quality Assurance
- Spot-check key processes (e.g., MQL handling, handoff completeness, save-motion triggers) and log defects for fix
- Can merge records, correct field values, and update associations following policy
- Can unenroll contacts from conflicting sequences and reassign per routing rules
- Recommends (but does not approve) changes to lifecycle/definitions
- Ticket SLA: % of CRM tickets resolved on time; user CSAT
- Data Health: duplicate rate, field completeness, doc association accuracy
- Process Integrity: % of MQLs handled within SLA; collision attempts resolved; routing errors per 1,000 leads
- Enablement: adoption of new views/workflows; release-note open rates
- Works daily with Sales, Marketing, CS managers, and the Head of RevOps
- Coordinates with BI/IT on integrations; with Finance for quote/contract alignment
- 1 to 3 years of experience in CRM administration or support (HubSpot experience preferred)
- Strong attention to detail, a service-oriented mindset, and clear written communication skills
- Comfortable working with spreadsheets, quality assurance checklists, and light automation tasks
- Flexible and able to manage multiple projects and tasks simultaneously
- 1 to 3 years of experience with G Suite is required
- A general understanding of core principles of data governance is required
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