Revenue Operations Specialist

FieldPulse•Dallas, TX

13h•Onsite

About The Position

We are seeking a Revenue Operations Specialist to support and optimize the post-sale customer lifecycle, with a strong focus on Onboarding, Implementation, Client Success, and Support operations. This role will be responsible for ensuring scalable processes, accurate data, and operational alignment across teams that directly impact customer experience, retention, and expansion. The ideal candidate brings hands-on experience in Salesforce, thrives in a fast-paced, high-growth SaaS environment, and enjoys working cross-functionally to solve operational challenges.

Requirements

3+ years of experience in Revenue Operations, Business Operations, Sales Operations, or Customer Operations
Direct experience supporting Onboarding, Implementation, Client Success, or Support teams
Strong hands-on experience with Salesforce (reports, dashboards, automation, Flows, data management)
Experience working in a B2B SaaS environment
Experience in a high-growth or scaling company
Advanced proficiency in Excel / Google Sheets (formulas, pivots, lookups)
Strong analytical mindset with the ability to translate data into actionable insights
Highly organized, detail-oriented, and process-driven
Self-starter who can operate independently and manage competing priorities
Excellent written and verbal communication skills
Strong collaborator and team player

Nice To Haves

Experience supporting post-sale revenue motions (onboarding → retention → expansion)
Familiarity with customer success tooling (e.g., Gainsight, inAccord, Zendesk, Pendo, Jira)
Experience working with billing, subscriptions, or usage-based metrics
Exposure to BI tools (Looker, Tableau, Power BI)

Responsibilities

Own and improve operational workflows supporting Onboarding, Implementation, Client Success, Support and Marketing.
Identify inefficiencies across people, process, and technology and drive scalable solutions
Partner closely with Customer Success, Implementation, Support, Sales, and Finance to ensure seamless handoffs and lifecycle visibility
Document processes, playbooks, and system workflows to support consistency and scale
Serve as a primary Salesforce partner for post-sale teams
Maintain and enhance Salesforce objects, fields, automation, reports, and dashboards
Ensure data integrity, cleanliness, and alignment across the customer lifecycle
Support reporting related to onboarding health, implementation progress, churn risk, renewals, and customer engagement
Build and maintain dashboards and operational reporting to support leadership and frontline teams
Analyze onboarding timelines, implementation performance, customer health indicators, and support trends
Use data to proactively surface risks, bottlenecks, and opportunities for improvement
Act as a connective layer between GTM, post-sale, and operations teams
Support change management initiatives tied to tooling, processes, or customer experience improvements
Assist with ad-hoc operational projects and inbound requests from stakeholders