Revenue Operations Specialist

• Manage lead loading, routing, and assignment processes to ensure timely, accurate distribution to sales teams
• Maintain partner compliance within CRM (Hubspot) and partner portals, lead submission, attribution, and program requirements
• Monitor partner-sourced pipeline activity and resolve data or process issues
• Serve as an operational point of contact for partner-related revenue workflows

• Support pipeline hygiene by monitoring stage progression, data completeness, and deal velocity
• Proactively identify pipeline risks, bottlenecks, and forecasting gaps
• Build, maintain, and distribute CRM (Hubspot) reports and dashboards for pipeline, performance, and conversion metrics
• Ensure CRM data accuracy and consistency across accounts, opportunities, and contacts

• Coordinate RFP intake, timelines, and internal stakeholder responses
• Support deal desk activities including pricing approvals, contract routing, and compliance checks
• Partner with Sales, Legal, Finance, and Leadership to ensure deals meet policy, margin, and governance standards
• Maintain documentation and process clarity for deal-related workflows

• Support sales commission administration, including data preparation, validation, and reporting
• Partner with Finance and Sales Leadership to investigate and resolve commission-related questions
• Ensure compensation processes align with plan rules and CRM data

• Manage renewal operations processes, including tracking upcoming renewals and ensuring CRM accuracy
• Support Customer Success and Sales teams with renewal forecasting and reporting

• Own day-to-day CRM (Hubspot) operational support, including user issues, data standards, and workflow improvements
• Document and optimize revenue processes to support scalability and enterprise-level requirements
• Assist with system enhancements, integrations, and process readiness for audits and enterprise scale customers

• Comfort with ambiguity – this is a newly created role that will continue to evolve as we scale, someone comfortable with a level of gray area will be successful in this position
• Ownership mentality – you will have a highly visible and impactful role here, driving your processes and outcomes to completion, and not being afraid to iterate, is critical
• Experience with partner ecosystems or channel sales models
• Exposure to sales compensation plans and commission tools
• Experience supporting enterprise sales motions or complex deal structures
• Familiarity with RFP processes and contract workflows
• Advanced reporting or dashboarding skills

• 2–5+ years’ experience in Revenue Operations, Sales Operations, or a similar related role
• 1-2+ years’ experience working for a high-growth software, or SaaS, company
• Strong working knowledge of CRM systems, Hubspot preferred  
• 2+ years’ experience supporting pipeline management, deal operations, and reporting
• High attention to detail with strong data analysis and problem-solving skills
• Ability to manage multiple priorities and collaborate cross-functionally
• Comfort handling operational processes that require precision, confidentiality, and accountability

• Health Insurance: Comprehensive medical, dental, and vision plans are available to keep you and your family healthy.
• Retirement Savings: Invest in your future with employer-matching contributions to a SIMPLE Traditional and/or ROTH IRA plan.
• Time Off: Generous PTO, paid holidays, and Volunteer Time Off (VTO) are offered so that you can take time to recharge and give back to what matters to you.
• Growth Opportunities: Professional development is encouraged whether it be in training, certifications, or other opportunities to boost your career.
• Flexibility: Depending on the role, remote or hybrid arrangements may be made available to fit your lifestyle and business needs.

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