Revenue Operations Specialist

This role is for one of the Weekday's clients

Revenue Operations (RevOps) Manager/Specialist

Requirements

Key Responsibilities

CRM Management & Optimization

• Own and manage Zoho/HubSpot CRM configurations, customizations, and automation
• Build workflows, validation rules, blueprints, and integrations with other tools
• Maintain data accuracy and ensure proper usage of Leads, Deals, Accounts, and Contacts modules
• Conduct CRM onboarding, training, and ongoing support for Sales and Marketing teams
  

Revenue Operations Alignment

• Design and execute a structured RevOps framework supporting predictable growth
• Improve lead management, conversion funnels, and cross-team handoff processes
• Support segmentation, campaign tracking, and automation setup for lead-gen initiatives
• Convert marketing insights into clear action items for Sales within CRM
  

Governance & Data Hygiene

• Act as the primary CRM auditor for all Sales and Marketing data
• Identify inconsistencies, incorrect entries, or missing updates in the CRM
• Maintain CRM hygiene standards and track data quality metrics
• Enforce compliance with pipeline, reporting, and data entry guidelines
  

Reporting & Insights

• Build and automate dashboards, reports, and analytics for leadership
• Monitor pipeline health, conversion rates, lead sources, and campaign performance
• Provide insights that highlight risks, opportunities, and improvement areas
• Support leadership with structured weekly and monthly business review presentations
  

Process Improvement

• Standardize and document core business processes inside CRM
• Recommend automation and workflow enhancements to improve efficiency
• Ensure cross-functional alignment between Marketing, Sales, and Client Success
  

What Makes You a Great Fit

• You bring 2-4 years of experience in RevOps, Sales Ops, or CRM administration
• You have hands-on expertise in Zoho or HubSpot automation, customization, and analytics
• You are strong in data analysis, reporting, and dashboard creation
• You communicate insights clearly and work confidently with leadership teams
• You are detail-focused, structured, and process-driven
• You enjoy improving systems, solving operational challenges, and driving revenue efficiency