Revenue Operations Specialist

We are seeking a Revenue Operations Specialist who will enhance the effectiveness and scalability of our client services and growth teams by optimizing systems, data, and workflows. The role sits at the center of revenue operations, supporting Program Directors and Enterprise Partners by reducing operational friction, improving visibility into performance, and directly enabling the development and conversion of revenue opportunities.

Requirements

• CRM data integrity, ensuring opportunities, pipeline, and account data are accurate, complete, and up to date
• Disciplined pipeline management and forecasting
• Build dashboards and reports to track revenue performance and pipeline health
• Identify gaps in CRM usage and drive adoption of best practices
• Standardize project and task setup to align sales and delivery execution
• Ensure workflows are followed consistently across teams
• Manage monthly and quarterly reporting, including retainer tracking and performance summaries
• Provide timely insights to support leadership decision-making
• Ensure consistency in how performance is measured and communicated
• Support scoping and estimation for custom work
• Develop structured estimates aligned to scope and pricing assumptions
• Draft clear, client-ready Statements of Work (SOWs)
• Identify inefficiencies and implement scalable improvements
• Streamline processes across Salesforce, Wrike, and reporting workflows
• Reduce manual work and duplication across systems
• Partner with Program Directors, Enterprise Partners, and internal teams
• Support onboarding and training on tools and processes
• Troubleshoot system and workflow challenges

Benefits

• Competitive salary
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and holidays
• Professional development opportunities