Revenue Operations Specialist
Há 7 horas
We are looking for a remote, full-time Revenue Operations Specialist with 3 to 6 years of experience in revenue and sales operations to support our U.S. client's growing go-to-market organization. You will be responsible for managing and improving processes that drive revenue visibility and efficiency, including Salesforce administration, pipeline analytics, quote-to-cash workflows, and services operations coordination.This role sits at the intersection of Sales, Services, and Systems, ensuring operational excellence across the full customer lifecycle. The ideal candidate is a systems thinker who thrives on process optimization, data accuracy, and cross-functional collaboration.Our client provides a cloud-based ERP platform to hundreds of energy industry customers, delivering market-leading software solutions for field service management, field data gathering, transportation, production, accounting, and land management. Backed by private equity, our client accelerates business performance, improves operational efficiency, and reduces costs.ResponsibilitiesSales OperationsOwn and optimize Salesforce processes for the Sales and Account Management teams, including lead management, opportunity tracking, forecasting, and pipeline hygienePartner with Sales Leadership to develop and maintain dashboards, metrics, and reports that provide visibility into bookings performance, funnel conversion, and forecast accuracySupport commission plan execution by maintaining accurate opportunity data, product configurations, and close datesCoordinate with Finance and Legal on deal review processes, ensuring consistency between quotes, contracts, and billing dataServices OperationsSupport Professional Services leadership with project setup, time tracking, and revenue recognition workflows in coordination with FinanceTrack utilization, backlog, and project profitability metrics to ensure delivery teams have accurate performance visibilityPartner with the Project Management Office (PMO) and Delivery to standardize statements of work (SOWs), rate cards, and project milestone trackingDrive continuous improvement in services data quality across CRM, PSA, and billing systemsCRM and Systems Administration Serve as the Salesforce (SFDC) administrator for all go-to-market (GTM) functions - including user management, profiles, validation rules, and custom workflowsMaintain integrations with related systems to ensure data synchronization and process automationImplement enhancements and new functionality as business requirements evolve, documenting changes and training users accordinglyManage user support requests, troubleshoot data discrepancies, and ensure compliance with data governance standardsData and ReportingDevelop recurring and ad hoc reports to support revenue forecasting, KPI reviews, and board-level insightsAudit data for accuracy and completeness across systems; proactively resolve inconsistencies or bottlenecksPartner with finance, sales, and marketing leadership to define and monitor core GTM metrics, including customer acquisition cost (CAC) payback, annual recurring revenue (ARR) growth, churn, and expansion rates.ContractsTrack and respond to internal questions regarding contract terms, pricing, and commercial conditions, partnering closely with Finance and Legal as needed.Support contract lifecycle management by monitoring stated terms and addressing internal stakeholder inquiries to ensure accuracy and compliance.Required ExperienceExcellent English verbal and written skillsBachelor's degree in Business, Finance, or a related field3 to 6 years of experience in Revenue Operations, Sales Operations, or similar analytical GTM rolesAdvanced proficiency with Salesforce CRMExperience with SaaS business models, including ARR tracking, renewals, and professional services revenue workflowsStrong Excel and reporting skillsExcellent organizational and communication skills with a bias for action and detail orientationMust be a self-starter and resourcefulAbility to work independently or as part of a teamProven experience working effectively in a vibrant, dynamic startup environmentTrustworthy, team-oriented, and transparentDesired ExperienceMaster of Business Administration degreeSalesforce administration certificationFamiliarity with HubSpot, NetSuite, or PSA tools (e.g., Mavenlink, Kantata, FinancialForce)Power BI or Tableau experienceExperience with oil and gas revenue accounting, gas processing, crude/gas/NGL transportation, or related fieldsAdditional InformationKnowing your ideas are heard and matter, think bigYou get to own your job and be recognized for your contributionsWork with innovative and creative peopleMaking mistakes is human. Let's learn from them. Be transparentWe recognize you as an individual, with no presumptions or judgment. Be the extraordinary you15 days Paid Time Off (PTO), one floating day, three sick days, and designated national holidaysStart: ASAPAbout VelozientWe are a privately held, nearshore software development company providing outsourced development resources to North American companies. Our mission is to offer development talent who enjoy taking on challenging work, want to grow their skills and experiences building software, and excel in a fast-paced, dynamic team environment. We are focused on providing world-class remote resources to work as valued team members for our clients. If this type of opportunity excites you, then consider joining our team
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