About The Position

We’re looking for a Revenue Operations Specialist to support our global Sales organization by ensuring operational excellence across our systems, our processes, and our data. This position is responsible for administering and improving the CRM platform, supporting pricing governance, and preparing accurate quotes and financial analyses. As part of the Revenue Operations team, this role partners closely with Sales, Customer Success, Legal, Finance, and Operations to optimize revenue processes, ensure data integrity, and support our drive for scalable growth. The Revenue Operations team is actively transforming its workflows and tooling to support the evolving needs of our business. You will be able to contribute your ideas and play a hands-on role in building the future of our operations. You will thrive here if you have strong attention to detail and the ability to collaborate effectively across teams. Adaptability, efficiency, excellent organization skills, and a proactive approach are also essential qualities for success.

Requirements

  • Bachelor’s degree in Business, Finance, Information Systems, or related field
  • 3+ years of experience in Revenue Operations, Sales Operations, or related function
  • Hands-on experience with Salesforce CRM administration including Salesforce CPQ (product configuration, pricing rules, approvals, quoting workflows)
  • Strong understanding of pricing structures, margin analysis, and deal structuring
  • Advanced Excel skills (financial modeling, pivot tables, lookups)
  • Analytical mindset with experience using metrics to drive strategy
  • Ability to manage multiple priorities
  • Familiarity with quote-to-cash processes

Nice To Haves

  • Exposure to supporting or maintaining ERP-to-CRM integrations
  • Experience working with or exposure to other CRM or ERP systems an asset
  • Experience working with ERP systems
  • Familiarity with subscription-based revenue models
  • Exposure to public sector procurement
  • Strong stakeholder management and influencing skills

Responsibilities

  • Document, maintain, and enforce company pricing policies and approval workflows
  • Prepare accurate quotes and financial workups to support the global sales team
  • Partner with Sales and Finance to structure complex deals and ensure margin compliance
  • Support discount calculation, review, and approval processes
  • Facilitate contract scope handoff to Finance and Operations team post-sale, supporting the Order Management process
  • Assist with contract data accuracy and revenue recognition alignment
  • Serve as administrator for Salesforce, including user management, roles, permissions, workflows, and reporting
  • Maintain data integrity through governance processes, validation rules, and regular audits
  • Manage CPQ functionality, including pricing rules and approval workflows
  • Support implementation of CRM improvement initiatives to enhance user experience, automation, and reporting capabilities
  • Assist in CRM requirement review, planning, solutioning, and implementation of an ongoing business systems modernization project to optimize Revenue Operations workflows.
  • Understand key ERP-to-CRM and CRM-to-middleware integrations and ensure their continued functionality amid required CRM improvement work
  • Troubleshoot integration issues in collaboration with IT and external vendors
  • Support system upgrades, enhancements, and testing initiatives
  • Support maintenance of sales performance dashboards and KPIs
  • Support forecasting processes and pipeline analysis
  • Analyze sales data to identify trends, risks, and opportunities
  • Perform ad hoc analyses as required to support business and operational decision making
  • Engage with Sales, Customer Success, and Product Management teams when preparing quotes
  • Support onboarding and training of sales team members on CRM and CPQ tools and processes
  • Participate in process improvement initiatives and revenue cycle optimization projects

Benefits

  • Accommodation accessible formats and communication supports for the interview process upon request
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