Revenue Operations Specialist

Workiz • San Diego, CA

11h • $85,000 - $95,000 • Hybrid

About The Position

Workiz is the leading SaaS platform for field service teams, trusted by over 120,000 pros. We help real, hard-working people run and grow their businesses with an end-to-end solution to schedule jobs, dispatch, invoice, track performance, and get paid in the field — all in one place. We're on a mission to revolutionize our industry by "automating everything but holding the wrench" — giving our users smart, AI-powered tools that replace time-consuming tasks, generate more revenue, and free them to focus on building their small business into an empire.

Requirements

• 3-4 years hands-on experience in Revenue or GTM Operations
• Deep HubSpot expertise, including workflows, reporting, integrations, automation, and campaign management.
• Experience working in an SMB SaaS startup or high-growth environment.
• Strong understanding of integrating AI into processes and automations.
• Strong analytical skills and comfort working with data to drive decisions.
• Strong communication skills, able to communicate up and down the organization.

Nice To Haves

• Experience with automation platforms such as Make, n8n, Zapier, or Workato.
• Experience building AI-powered workflows using tools like Base44, Claude Code, Cursor, or similar.
• Comfortable working with APIs, webhooks, and JSON.

Responsibilities

• Optimize our HubSpot instance, including workflows, integrations, properties, lifecycle management, and reporting infrastructure across the full customer journey from first touch through renewal and retention.
• Support Marketing operations, ensuring campaigns, lead routing, attribution, and reporting are running efficiently and accurately.
• Support Sales operations, ensuring no lead or deal slips through the cracks and always looking for ways to increase our win rates
• Support CX operations, including onboarding workflows, customer health tracking, renewal processes, and retention reporting, ensuring post-sale teams have the systems and data they need to deliver a great customer experience.
• Build and maintain the systems that power our go-to-market and customer success engine, turning manual processes into scalable automations across sales, onboarding, and retention.
• Analyze full-funnel performance from lead acquisition through expansion and churn to identify opportunities, surface insights, and drive smarter decision-making.
• Partner closely with sales, marketing, partnerships, CX/customer success, and leadership to proactively improve operational efficiency and accelerate growth across the entire customer lifecycle.

Benefits

• Employee stock options
• Up to 100% employer-paid Medical, Dental, and Vision coverage options for employees plus generous dependent coverage
• 4% match on 401k contributions
• 16 days per year (that grows with tenure!) Paid Time Off
• 5 days per year Sick Leave
• Fully stocked kitchen featuring premium coffee and a curated selection of snacks.
• Monthly Book Club
• Catered lunches
• Hosted happy hours

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed