Data Management and Revenue Operations Specialist

Perform regular data management and data hygiene tasks across marketing and sales, ensuring data accuracy, integrity, and accessibility for relevant parties in marketing, sales, and leadership
Proactively maintain and optimize the data entries in Field Effect’s HubSpot and Microsoft Dynamics CRM accounts, including data workflows, data de-duplication and record merging, and data enrichment and normalization exercises
Prepare and manage lists of accounts, leads, contacts, and opportunities in Excel, HubSpot, and Microsoft Dynamics CRM for cross-functional projects
Assist with the creation and maintenance of monthly, quarterly, and on-demand reports for sales, marketing, and leadership using Excel, PowerBI, and other tools to enable data-driven decisions
Collaborate with revenue operations, marketing, sales, and success teams on the implementation, adoption, and training of new sales and marketing systems and processes
Work collaboratively with sales teams to create quotations and order forms
Assist with partner agreement preparation and signature tracking
Assist with order fulfillment and associated CRM updates
Collaborate with finance team on invoicing and subscription inquiries
Support incoming queries from sales teams around business policies, and CRM activities
Develop and maintain process documentation for revenue operations and data management activities
Provide general team and project support

2+ years sales and marketing operations, data management, or similar experience
Post secondary degree in Business Administration, Data Analytics, Marketing, or related discipline
Extensive Microsoft Office skills (Excel specifically – Pivot tables, filters, IF and COUNTIF/SUMIF statements, INDEX/MATCH, etc.)
Experience with marketing and sales technology such as Microsoft Dynamics, HubSpot, ZoomInfo, or other Customer Relationship Management (CRM) Tools
Experience with PowerBI or other reporting software
Experience using AI (ChatGPT, Copilot, Claude) for data collection and manipulation is an asset
Superior communication and time management skills
Excellent organization skills and attention to detail with ability to execute multiple initiatives and deliver against deadlines
Drive to succeed and participate in the growth of a fast-paced company
Ability to speak French is an asset

Be part of a company creating real impact for businesses by solving meaningful cybersecurity challenges
Own your work without red tape
Collaborate with talented, humble teammates and learn from industry leading cybersecurity experts
Operate with autonomy and accountability in a high trust, delivery focused environment
Work flexibly in ways that fit your life and help you perform at your best, with benefits and rewards that matter

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