Revenue Operations Specialist

Heritage Werks, Inc.

2d•Remote

About The Position

At Heritage Werks, we believe every story deserves to be preserved and shared. We partner with world-class brands, sports franchises, fashion icons, and mission-driven organizations to safeguard their most meaningful materials and bring them to life in ways that inspire connection. We preserve history. We protect generational legacies. And we do it with care, purpose, and a forward-thinking approach—honoring the past while making it relevant for today and meaningful for the future. Location: Remote (Eastern Time Zone preferred; Atlanta-based candidates are a plus). Open to Atlanta locations 1-2 times a week or as per business requirement. Role Overview We are seeking a Revenue Operations Specialist who will enhance the effectiveness and scalability of our client services and growth teams by optimizing systems, data, and workflows. This role sits at the center of revenue operations, supporting Program Directors and Enterprise Partners by reducing operational friction, improving visibility into performance, and directly enabling the development and conversion of revenue opportunities. The position will report directly to the SVP of Client Services.

Requirements

Bachelor’s degree or equivalent experience
3–6+ years of experience in revenue operations, sales operations, or similar roles
Hands-on experience with CRM systems (Salesforce preferred)
Extensive experience in power point presentations required.
Experience with project/workflow tools (Wrike or similar)
Strong analytical and reporting skills
Experience supporting sales processes, forecasting, and pipeline management
Strong attention to detail and organizational skills
Ability to work cross-functionally and influence without authority

Responsibilities

CRM & Pipeline Management (Salesforce)
Own CRM data integrity, ensuring opportunities, pipeline, and account data are accurate, complete, and up to date
Support disciplined pipeline management and forecasting
Build dashboards and reports to track revenue performance and pipeline health
Identify gaps in CRM usage and drive adoption of best practices
Workflow & Project Coordination (Wrike)
Standardize project and task setup to align sales and delivery execution
Ensure workflows are followed consistently across teams
Partner with Program Directors to align tracking with client expectations
Reporting & Performance Insights
Manage monthly and quarterly reporting, including retainer tracking and performance summaries
Provide timely insights to support leadership decision-making
Ensure consistency in how performance is measured and communicated
Commercial Enablement (Estimates & SOWs)
Support scoping and estimation for custom work
Develop structured estimates aligned to scope and pricing assumptions
Draft clear, client-ready Statements of Work (SOWs)
Ensure quality and consistency to support deal progression
Facilitate the internal estimates needed to prepare proposals and scopes of work
Process Optimization & Enablement
Identify inefficiencies and implement scalable improvements
Streamline processes across Salesforce, Wrike, and reporting workflows
Reduce manual work and duplication across systems
Cross-Functional Support
Partner with Program Directors, Enterprise Partners, and internal teams
Support onboarding and training on tools and processes
Troubleshoot system and workflow challenges