Data Management and Revenue Operations Specialist

Role Responsibilities:

• 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

Qualifications:

• 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

What You’ll Get by Joining Our Team:

• 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