Revenue Operations Specialist
About The Position
The Revenue Operations Specialist owns Salesforce and PayJunction’s go-to-market tool stack, maintaining accurate revenue data and producing reporting that sales, marketing, and customer success leaders use to make decisions. The Revenue Operations team works to align and improve performance across revenue departments, providing accurate, business-consumable data intelligence to support data-informed decisions. The role administers Salesforce and related platforms, develops reporting and workflows, improves data quality, builds automations, and supports tool adoption and governance. It also leads workstreams on RevOps projects, documents processes, and helps teammates develop their skills. PayJunction uses a Flex First approach: employees may work from the Santa Barbara office, remotely from home, or in a hybrid arrangement. Employees must reside in California, Colorado, Connecticut, Georgia, Illinois, Massachusetts, Minnesota, New York, or Texas.
Requirements
- Bachelor’s degree or comparable experience.
- At least 3 years of experience in revenue operations, sales operations, or Salesforce administration.
- At least 2 years of in-depth Salesforce experience, including custom reports and dashboards, custom objects, and Flows.
- Salesforce Administrator Certification, or the ability to earn it within the first 6 months.
- Experience building and maintaining workflows in a production marketing automation platform; HubSpot is preferred, and Marketo, Pardot, or similar platforms also qualify.
- Strong Excel or Google Sheets skills, including lookups, pivots, and cleaning and joining data sets.
- Experience building automations across go-to-market systems and comfort using AI tools to accelerate analysis and build work.
Nice To Haves
- A degree in business, finance, or a related field.
- Administration experience in at least two go-to-market tools such as Outreach, LeanData, ZoomInfo, or Clay.
- Experience leading process improvement and cross-functional projects.
- Certifications in revenue tools such as LeanData or Outreach.
Responsibilities
- Own day-to-day Salesforce administration for go-to-market teams, including Flows, custom objects, user support, and enhancement requests.
- Build reports and dashboards that provide sales, marketing, and customer success leaders with actionable insights.
- Own configuration, Salesforce synchronization, and governance for HubSpot and Outreach.
- Build HubSpot operational workflows for lifecycle stages, lead scoring, and routing.
- Maintain clean Salesforce data by reviewing key fields, adding controls to prevent bad data, and training users on changes.
- Manage the Salesforce ticket queue, clarify requests with submitters, and deliver work on committed timelines.
- Administer tools such as LeanData, ZoomInfo, and Clay, drive adoption, and manage vendor relationships.
- Build and test automations across systems using Salesforce Flow, n8n, Zapier, and AI tools.
- Lead workstreams on RevOps projects, document team processes, and help teammates build their skills.
Benefits
- Health, dental, and vision coverage paid 100% by the company for employees and their dependents.
- 401(k) with a 6% match.
- Flexible Spending Account and Dependent Care Flexible Spending Account.
- Long-term and short-term disability coverage paid 100% by the company for employees.
- Eight paid company holidays per year.
- Two paid floating holidays per year.
- One paid volunteer day per year.
- Paid time off.
- Home office equipment stipend and equipment allowance for home office essentials.
- Annual learning stipend.
- Quarterly team-bonding budgets.
- Opportunity for growth within the company.
- Choice of remote, in-office, or hybrid work.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
