Revenue Operations Specialist

Summary

Join Propelus as a Revenue Operations Specialist and leverage data analysis and business intelligence tools to enhance the company's revenue performance. You will administer and optimize CRM and sales tools, design process improvements, and support strategic initiatives. The ideal candidate is detail-oriented, technically savvy, and collaborates effectively across departments. Responsibilities include data analysis and reporting, system administration, process improvement, and sales support. The role requires a Bachelor's degree or equivalent experience and 2-4 years of experience in GTM operations. Technical proficiency in CRM systems, data analysis tools, and GTM AI tools is essential.

Requirements

• Bachelor's degree in business, finance, accounting, computer science, or other related field, or equivalent relevant experience
• 2-4 years of experience in GTM operations (revenue operations, sales operations, marketing operations, etc.) or a related analytical role preferably in B2B SaaS
• CRM systems (HubSpot preferred)
• Data analysis tools, including Excel/Sheets
• GTM AI tools including call support, coaching, forecasting, …etc
• Strong analytical and critical thinking skills to interpret data and provide provocative and actionable insights
• Previous experience in sales operations, marketing operations, finance, or a related area
• Excellent verbal and written communication skills to effectively collaborate with cross-functional teams
• Ability to manage projects and work independently, with a focus on process optimization and efficiency
• High attention to detail to ensure data accuracy and integrity
• Capacity to think strategically and contribute to the development of revenue-generating initiatives
• Ability to work in a fast-paced environment and adapt to changing business needs and technologies

Responsibilities

• Create reports to track key metrics for sales and marketing and train users and stakeholders on the use of those reports
• Provide actionable insights to leadership regularly
• Ensure data accuracy and integrity by performing regular audits, cleaning data, and implementing data validation rules
• Configure the CRM system to meet stakeholder needs, including setting up fields, workflows, data imports/exports, and user management
• Administer the full go-to-market (GTM) tech stack including all sales enablement tools
• Provide technical support to users, troubleshoot system issues, and liaise with vendors and IT teams to resolve system problems
• Design and implement process improvements to enhance GTM efficiency
• Document existing and new GTM processes, and execute end-user training
• Regularly monitor adherence to process and report on exceptions
• Be an expert in sales definitions and processes including but not limited to sales stages, deal types, pricing, and quoting/contracting
• Serve as the first point of contact for the sales team on specific deal questions
• Provide sales leadership with timely and accurate performance metrics for regular business report-outs
• Research and analyze historical deals, market trends, and competitor activities to inform go-forward sales strategies
• Collaborate cross-functionally with sales, marketing, operations, and finance teams to ensure alignment on revenue-generating priorities
• Assist in the development and execution of strategic plans aimed at increasing revenue and market share
• Contribute to one-time strategic projects and initiatives as needed

Benefits

• Professional development allowance to help you grow in the ways that mean the most to you
• Flexibility for balancing work with the rest of life and ample PTO, including paid time off for volunteering and for becoming a new parent
• 401K with company matching, as well as financial planning education and resources
• Employees choose from HSA, FSA and traditional insurance options for medical, dental, and vision coverage for themselves and dependents
• Wellness benefits - we’ll help you pay for fitness endeavors and organic produce delivery services