Revenue Operations Specialist (SaaS)

Role Overview

Assess and refine CRM data models to align with evolving sales, customer success, and revenue operations requirements. Identify, arbitrate, and document resolutions for conflicting operational policies.

What You Will Do

Design and validate compliance-constrained workflows for SaaS revenue processes, diagnose and address gaps in revenue data integrity, and deliver detailed process walk-throughs.

Why It Might Be a Fit

Contribute written and verbal insights for scenario-based operational training tasks, recommend system improvements with a focus on scalability, compliance, and cross-functional alignment.

Requirements

• 4+ years of direct, hands-on experience in SaaS revenue, sales, customer success, or implementation operations
• Proven CRM ownership (Salesforce, HubSpot, or similar) with configuration experience, plus at least two additional tools
• Demonstrated ability to resolve policy conflicts and explain operational tradeoffs in high-complexity, high-compliance environments
• Strong operational judgment: adept at making and justifying process decisions where rules, regulations, or business needs intersect
• Exceptional written and verbal communication skills, capable of documenting logic and collaborating clearly with both technical and non-technical stakeholders
• Experience in process design for regulated industries or multi-product SaaS implementations, with a focus on compliance and reporting accuracy