Revenue Operations Specialist (SaaS)

ESRhealthcare and EXEC STAFF RECRUITERS • Nyc, NY

3d • Remote

About The Position

We are seeking a Revenue Operations Specialist with a focus on SaaS environments. This role involves assessing and refining CRM data models, identifying and resolving operational policy conflicts, designing compliance-constrained workflows for SaaS revenue processes, and diagnosing data integrity gaps. The specialist will also deliver process walk-throughs, contribute to operational training, and recommend system improvements for scalability, compliance, and alignment.

Requirements

• 4+ years of direct, hands-on experience in SaaS revenue, sales, customer success, or implementation operations (not adjacent or management-only exposure).
• Proven CRM ownership (Salesforce, HubSpot, or similar) with configuration experience.
• Experience with at least two additional tools such as billing, CPQ, ticketing, or project tracking.
• Demonstrated ability to resolve policy conflicts and explain operational tradeoffs in high-complexity, high-compliance environments.
• Strong operational judgment: adept at making and justifying process decisions where rules, regulations, or business needs intersect.
• Exceptional written and verbal communication skills, capable of documenting logic and collaborating clearly with both technical and non-technical stakeholders.
• Experience in process design for regulated industries or multi-product SaaS implementations, with a focus on compliance and reporting accuracy.
• Comfort navigating ambiguity, prioritizing what to change versus what to leave stable, and articulating the rationale behind each decision.

Nice To Haves

• Fintech, healthtech, insurtech, or similar fields strongly preferred.
• Experience in process design for regulated industries or multi-product SaaS implementations, with a focus on compliance and reporting accuracy.

Responsibilities

• Assess and refine CRM data models to align with evolving sales, customer success, and revenue operations requirements.
• Identify, arbitrate, and document resolutions for conflicting operational policies, explaining logical choices and tradeoffs.
• Design and validate compliance-constrained workflows for SaaS revenue processes, ensuring adherence to vertical-specific regulations.
• Diagnose and address gaps in revenue data integrity, supporting accurate, actionable reporting and analytics.
• Deliver detailed process walk-throughs based on personal system configuration experience, highlighting decision points and lessons learned.
• Contribute written and verbal insights for scenario-based operational training tasks in collaboration with project stakeholders.
• Recommend system improvements with a focus on scalability, compliance, and cross-functional alignment.

What This Job Offers

• Career Level: Mid Level
• Education Level: No Education Listed