Revenue Operations Specialist

Big Leap • Lehi, UT

9d • Hybrid

About The Position

The Revenue Operations Specialist will report to the Director of Revenue Operations and is responsible for optimizing and managing marketing automation and CRM systems for clients, ensuring seamless sales and marketing operations. This role requires a blend of technical expertise, strategic thinking, and strong collaboration skills. This role is immersive and dynamic, meaning no two days are alike.

Requirements

• HubSpot CRM experience (admin-level preferred).
• Experience with platforms like Klaviyo, ActiveCampaign, etc.
• Strong analytical skills, with the ability to interpret and present data.
• Proficiency in Google Sheets/Excel (advanced formulas, pivot tables, etc.).
• Experience with Zapier (preferred) or other automation tools.
• Strong organizational and project management abilities.
• Excellent written and verbal communication skills.
• A problem-solving mindset with a proactive approach to troubleshooting.
• Creativity and innovation in process improvement and automation.
• Ability to work independently and manage multiple projects with minimal supervision.
• Proficiency in Google Docs, Sheets, Slides, or Microsoft Word, Excel, and PowerPoint.
• Ability to understand a client's business model and how to strategically support different industry verticals (ecomm, Saas, etc).

Responsibilities

• Maintain, update, and optimize client CRMs.
• Design, refine, and enhance workflows and automation processes.
• Ensure deals, companies, and contacts are properly structured for clear reporting.
• Identify opportunities to streamline operations through automation.
• Design, test, and implement Zapier workflows to enhance efficiency.
• Manage automation updates and routine maintenance.
• Document processes for smooth team/client handoffs.
• Improve repetitive tasks like proposal generation or automated email updates.
• Track key projects such as MRR tracking and attribution reporting.
• Maintain project trackers in Google Sheets or project management tools.
• Collaborate with sales, leadership, and operations teams to align processes.
• Create detailed documentation for workflows, automations, and CRM usage.
• Develop training materials (guides, videos) to support internal teams and clients.
• Assist in onboarding new team members or clients by explaining CRM systems and processes.
• Monitor tracking inconsistencies across platforms (HubSpot, Google Ads, etc.).
• Identify optimization opportunities for lead attribution and cost efficiencies.
• Provide data-driven insights and recommend campaign adjustments.
• Conduct CRM audits and implement optimizations based on client needs.
• Develop and set up workflows and automations tailored for clients.
• Prepare materials for client meetings and provide recaps or strategic recommendations.
• Identify bottlenecks in workflows and propose scalable solutions.
• Research and test new tools for improving automation and operational efficiency.
• Continuously audit and enhance existing processes for better performance.
• Other duties as assigned.

Benefits

• Remote or Hybrid work capability.
• Flexible PTO.
• Flexible work hours.
• Gym membership reimbursement.
• Comprehensive medical, dental, vision, 401(k) matching, and life insurance benefits.
• Opportunities for growth to enhance your skills and advance your career.
• A highly-rated company culture, collaborative team dynamics, and much more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees