Revenue Operations Specialist

CharacterStrong•Lake Tapps, WA

54d

About The Position

The Revenue Operations Specialist at CharacterStrong ensures the systems, processes, and data supporting our customer lifecycle, from lead to renewal, operate with excellence and efficiency. This role acts as the connective tissue between Sales, Marketing, Customer Success, and Finance, optimizing workflows, maintaining data integrity, and equipping teams with insights that drive sustainable growth. The specialist will manage and improve operational tools such as HubSpot, NetSuite, PowerBI, and Excel support reporting and forecasting, and assist in process alignment that enhances both internal efficiency and the customer experience. This is an individual contributor role requiring strong analytical, technical, and problem-solving skills combined with a deep commitment to CharacterStrong’s mission of creating a more loving world through education. CharacterStrong, a FullBloom Company, is a fast-paced, tech education company that makes PreK-12 digital, social-emotional learning curricula and offers professional learning opportunities to support schools with implementation. There’s currently a team of more than 110 full-time employees and over 30 contractors and interns collaborating to bring this work to life. Our mission is to create a more loving world by equipping educators with tools to teach the critical social, emotional, and character skills necessary to foster a more empathetic, connected, and generous world. In less than 10 years, our aim is to have reached 50 million students and over 2 million educators. We were ranked by INC. as the 449th fastest-growing private company in the country. At CharacterStrong, you will have the opportunity to positively impact education, both in the United States and internationally. CharacterStrong employees offer their innovation, dedication to excellence, and compassion to help produce transformational curricula and professional learning for educators.

Requirements

3+ years of experience in Sales Operations, RevOps, or Business Operations, preferably in SaaS, EdTech, or a customer-centric organization.
Proficiency in CRM and business tools (HubSpot preferred; NetSuite, QuickBooks, PowerBI, Excel, and Notion a plus).
Strong analytical skills with the ability to manage large datasets and produce actionable insights.
High attention to detail and ability to ensure data integrity across multiple systems.
Effective written and verbal communication skills across both technical and non-technical audiences.
Highly organized, proactive, and comfortable working independently in a fast-paced environment.
Deep alignment with CharacterStrong’s mission and values.

Responsibilities

Maintain accuracy and alignment across CRM, accounting, and customer data systems (HubSpot, NetSuite, Notion, PowerBI and Excel).
Support CRM administration including pipeline setup, workflow automation, and data hygiene.
Build and maintain operational dashboards to track KPIs (pipeline health, conversion rates, retention metrics).
Support teams with active, contextual data requests
Enhance core framework design so systems, data sources, and specific properties are integrated and understood
Conduct regular audits to ensure consistent data entry and reliable reporting.
Partner with Sales and Customer Success to document and streamline operational workflows.
Support revenue forecasting and goal tracking through accurate data collection and reporting.
Create visibility into funnel performance and customer lifecycle metrics to support strategic decision-making.
Identify process bottlenecks and recommend system or automation improvements to enhance productivity.
Drive more efficient and effective sales activities through better segmentation, prioritization, and calculation of opportunity
Connect current state of data and activities to Sales playbooks for evaluation and improvement
Work closely with Finance to reconcile invoices, renewals, and contracts.
Collaborate with Marketing to improve lead lifecycle management and campaign attribution.
Partner with Customer Success to ensure smooth transitions between acquisition, onboarding, and renewal.
Serve as a trusted operational liaison between internal teams, ensuring alignment on tools, data, and process outcomes.
Assist in the rollout of new revenue tools, integrations, or reporting systems.
Conduct analysis and generate insights for leadership to guide business strategy.
Support ad-hoc projects related to customer data, reporting, and performance improvement.