Revenue Operations Specialist

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.
Responsibilities
Sales Operations
Own and optimize Salesforce processes for the Sales and Account Management teams, including lead management, opportunity tracking, forecasting, and pipeline hygiene
Partner with Sales Leadership to develop and maintain dashboards, metrics, and reports that provide visibility into bookings performance, funnel conversion, and forecast accuracy
Support commission plan execution by maintaining accurate opportunity data, product configurations, and close dates
Coordinate with Finance and Legal on deal review processes, ensuring consistency between quotes, contracts, and billing data
Services Operations
Support Professional Services leadership with project setup, time tracking, and revenue recognition workflows in coordination with Finance
Track utilization, backlog, and project profitability metrics to ensure delivery teams have accurate performance visibility
Partner with the Project Management Office (PMO) and Delivery to standardize statements of work (SOWs), rate cards, and project milestone tracking
Drive continuous improvement in services data quality across CRM, PSA, and billing systems
CRM and Systems Administration
Serve as the Salesforce (SFDC) administrator for all go-to-market (GTM) functions - including user management, profiles, validation rules, and custom workflows
Maintain integrations with related systems to ensure data synchronization and process automation
Implement enhancements and new functionality as business requirements evolve, documenting changes and training users accordingly
Manage user support requests, troubleshoot data discrepancies, and ensure compliance with data governance standards
Data and Reporting
Develop recurring and ad hoc reports to support revenue forecasting, KPI reviews, and board-level insights
Audit data for accuracy and completeness across systems; proactively resolve inconsistencies or bottlenecks
Partner 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.
Required Experience
Excellent English verbal and written skills
Bachelor's degree in Business, Finance, or a related field
3 to 6 years of experience in Revenue Operations, Sales Operations, or similar analytical GTM roles
Advanced proficiency with Salesforce CRM
Experience with SaaS business models, including ARR tracking, renewals, and professional services revenue workflows
Strong Excel and reporting skills
Excellent organizational and communication skills with a bias for action and detail orientation
Must be a self-starter and resourceful
Ability to work independently or as part of a team
Proven experience working effectively in a vibrant, dynamic startup environment
Trustworthy, team-oriented, and transparent
Desired Experience
Master of Business Administration degree
Salesforce administration certification
Familiarity with HubSpot, NetSuite, or PSA tools (e.g., Mavenlink, Kantata, FinancialForce)
Power BI or Tableau experience
Experience with oil and gas revenue accounting, gas processing, crude/gas/NGL transportation, or related fields
Additional Information
Knowing your ideas are heard and matter, think big
You get to own your job and be recognized for your contributions
Work with innovative and creative people
Making mistakes is human. Let's learn from them. Be transparent
We recognize you as an individual, with no presumptions or judgment. Be the extraordinary you
15 days Paid Time Off (PTO), one floating day, three sick days, and designated national holidays
Start: ASAP
About Velozient
We 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