Revenue Operations Specialist

Workiz • San Diego, CA

3d • $85,000 - $110,000 • 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 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

• 2-3 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

• Be the first point of contact for Sales and CS, resolving and routing day-to-day CRM requests while spotting the patterns that tell you what's really breaking.
• Investigate recurring bugs and process gaps to find the root cause, then proactively fix them and roll out improvements that make the GTM engine run better.
• Keep pipeline, lifecycle, and deal data clean through routine checks, deduplication, and validation, so the team can trust the numbers.
• Own the lead routing, onboarding, and retention workflows that Sales and CS rely on to hit their numbers, keeping the engine running so reps can focus on customers.
• Build and maintain reporting that gives the team and leadership a clear, trusted view of performance.
• Turn manual, repetitive work across sales, onboarding, and retention into automations that run reliably at scale.
• Partner closely with Sales, CS, and RevOps, growing over time into more strategic RevOps work.

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: Entry Level
• Education Level: No Education Listed