Revenue Operations Specialist - Software Company US Based

Our clientOur client is a cloud-based software provider focused on helping mid-sized businesses manage and optimize their spending processes. Their platform includes tools for procurement automation, expense management, accounts payable, and spend analytics. By integrating with ERP and accounting systems. They enable companies to streamline purchasing, ensure policy compliance, and drive operational efficiency through automation and data-driven insights


Role OverviewThe RevOps Specialist will optimize and align sales, marketing, and customer success operations to drive revenue growth. They focus on improving processes, implementing scalable systems, and automating workflows. The role involves conducting data-driven analysis, collaborating across teams, maintaining data integrity, and providing insights to track key revenue metrics like lead conversion and customer retention. The goal is to enhance operational efficiency and overall performance through strategic initiatives.

Responsibilities

• Targeted Database Segmentation
  • Segment customer data for tailored campaigns and optimize data structures for seamless reporting.
• Data Management and Integrity
  • Maintain CRM data quality through regular cleaning, deduplication, and validation.
  • Handle data imports, exports, and updates to ensure accuracy and currency.
• Insightful Data Analysis and Reporting
  • Generate actionable insights to support marketing, sales, customer success, and service initiatives.
  • Develop custom dashboards and reports to track KPIs, including acquisition, retention, and conversion rates.
• Revenue Operations Strategy
  • Help develop and implement revenue strategies for customer acquisition, retention, and expansion.
  • Develop and maintain revenue dashboards to track key metrics such as sales pipeline, lead conversion, churn, and renewals.
• Data Integration and Compliance
  • Coordinate integrations with other systems and ensure compliance with data regulations.
  • Maintain secure data practices, including customer consent management.
• Process Optimization and Documentation
  • Document processes and identify workflow improvements for efficient data handling.
• Collaborative CRM Support
  • Work closely with sales, marketing, customer success, and service teams to understand data needs and provide CRM support.
  • Train users on best practices and assist with CRM enhancement projects.
• Strategic Process Automation and Optimization
  • Identify and evaluate opportunities for process automation, focusing on scalability for business growth.
  • Conduct root cause analysis to define problems, gather data, and implement effective solutions.
• Lead-to-Revenue Oversight
  • Oversee the lead-to-revenue process, ensuring efficient lead distribution and follow-up across teams.
  • Partner with sales leadership to provide tools, training, and insights that improve performance and close rates.

Qualifications

• 4-5 years of relevant experience in business, revenue, or sales operations, ideally within SaaS or B2B global startups.
• Minimum of least 3-5 years in HubSpot, focusing on CRM management, marketing automation, and sales enablement.
• HubSpot …