Revenue Operations – Operations Specialist

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
  

Decision Rights

• 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
  
  

Success Measures (examples)

• 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
  
  

Collaboration Map

• Works daily with Sales, Marketing, CS managers, and the Head of RevOps
• Coordinates with BI/IT on integrations; with Finance for quote/contract alignment
  
  

Qualifications

• 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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