What are the responsibilities and job description for the Revenue Operations Specialist position at DealRoom?
Job Title: Revenue Operations Specialist
Position Type: Full-time
Location: Boston-Based Hybrid; (T, W, T In Office / M & F WFH)
Start Date: August 2026
Work Authorization Requirement: Applicants must have permanent authorization to work in the United States and must not require current or future sponsorship for employment authorization. DealRoom does not sponsor or support work visas, student visas, OPT, STEM OPT, CPT, or any other temporary employment authorization programs.
General Job Description
DealRoom is seeking a driven, detail-oriented Revenue Operations Specialist who embodies our corporate values: Own It, Deliver the Wow, Be Kind & Direct. This individual will be a critical member of the RevOps team, supporting our go-to-market engine and helping build the future of DealRoom's revenue operations infrastructure.
The ideal candidate thrives in fast-paced environments, lives comfortably in the data, and is excited by the opportunity to build scalable processes from the ground up rather than simply maintaining existing systems. They are highly organized, proactive, AI-native, and able to balance large-initiative work with a steady stream of ad-hoc requests.
At DealRoom, the RevOps Specialist is more than request-takers. They are systems thinkers, process owners, cross-functional translators, and trusted partners responsible for making the GTM organization more efficient, accurate, and scalable.
Core Responsibilities
- Manage and optimize HubSpot CRM, including system administration and workflow automation.
- Serve as the first point of contact for day-to-day HubSpot questions, troubleshooting, and training.
- Monitor and enforce CRM hygiene, identifying gaps and driving accountability with reps, and maintain a living best-practices playbook.
- Build and maintain rep-facing views, reports, filters, and workflows that help reps work more effectively.
- Prepare ongoing funnel and pipeline reporting and support ad-hoc data requests across the GTM team.
- Support sales outbound efforts with list creation, account tiering, and territory data in HubSpot.
- Build and maintain GTM enablement materials: CRM hygiene guides, process documentation, tool walkthroughs, and rep-facing playbooks.
- Maintain the queue of inbound RevOps requests across the org, triaging, prioritizing, and routing work while balancing large initiatives against ad-hoc asks.
- Support and co-lead strategic, cross-functional GTM initiatives, operationalizing decisions by translating new processes into rep-ready workflows and documentation.
Who You Are
Required Qualifications:
- You have extensive, hands-on HubSpot experience across marketing and sales, including building standard reports, dashboards, and workflows.
- You are highly detail-oriented with strong data rigor, comfortable living in CRM records, funnel data, and list hygiene, and able to sustain accuracy on data-heavy work.
- You use AI by default to draft docs, clean data, and build workflows faster, and are genuinely curious about doing more with it.
- You are an excellent communicator who can identify gaps and inefficiencies, articulate findings clearly, and draft a potential solution.
- You are proactive, resourceful, and willing to get your hands dirty on anything thrown your way, even when it feels out of scope.
Preferred Qualifications:
- Experience working in SaaS.
- Familiarity with sales tools like Clay, Apollo, Chili Piper, LinkedIn SalesNav, Gong, and other related platforms.
- Experience supporting marketing, sales, finance, or project management professionals.
- Interest in M&A, Corporate Development, Private Equity, or Financial Technology.