Revenue Operations Specialist

Role Overview

As our first dedicated Revenue Operations hire, you’ll sit at the intersection of Marketing, Sales, and Client Experience, designing and maintaining the automations, workflows, and data pipelines that keep our client journey running smoothly from first touch to long-term retention.

What You Will Do

Design, build, and maintain automated workflows across our tech stack, work with Sales and Marketing leaders to optimize lead flow processes, and maintain lifecycle stage definitions and ensure consistent application across CRM and all integrated tools.

Why It Might Be a Fit

You’ll be a self-starting problem-solver who’s excited to design, build, and iterate on automated systems, with experience in SaaS and understanding of Marketing, Sales, and Client Experience teams.

Requirements

• Demonstrated successful experience in operations, sales ops, or client experience within a SaaS company, with exposure across multiple GTM functions.
• Hands-on experience building automations and AI-assisted workflows using low- or no-code platforms (Zapier, n8n, Clay, or similar).
• Experience with CRM, Customer Success, Sales, and Support tech platforms (HubSpot and Salesforce experience strongly preferred).
• Familiarity with AI concepts and prompt engineering; able to apply AI tools practically to real workflow problems.
• Proven ability to independently manage and prioritize competing requests from multiple stakeholders.
• Strong capacity to clearly articulate prioritization rationale, manage expectations, and drive consensus across teams without direct authority.
• Proven ability to identify process inefficiencies and implement effective, scalable solutions.
• Advanced proficiency in Microsoft Excel or Google Sheets.

Benefits

• Medical, Dental, Vision, Life, Short-term Disability & Pet insurance
• Flex PTO
• Professional Development and Wellness Budgets
• 401k with company match
• Volunteer Time Off