Revenue Operations Specialist

Alma Technologies•Portland, OR

About The Position

Alma is looking for a highly organized, technically fluent Revenue Operations Specialist who uses AI and automation to make revenue teams faster and more scalable. This role spans sales operations, CRM administration, cross-functional coordination, and strategic response writing — critical to how Alma wins deals and improves its go-to-market motion.

Requirements

3+ years in Revenue Operations, Sales Operations, or a related role
Demonstrated experience writing and managing presentation materials, reports, and/or RFP responses
Hands-on experience with AI writing, automation, or workflow tools (e.g., ChatGPT, Claude, Zapier, Make, Workato, or similar)
CRM Administration Experience: Salesforce proficiency: reports, dashboards, data hygiene, and basic admin tasks, contact/deal management, workflows, and reporting
Strong project management skills with a track record of driving cross-functional work to completion
Excellent written communication — able to translate technical and AI-generated content into polished, audience-appropriate language
Comfortable operating independently in a fast-moving environment with evolving priorities
Proficiency in Google Sheets / Excel for reporting and data analysis

Nice To Haves

Experience in K–12 edtech, government, or public sector B2B operations
Familiarity with Student Information Systems (SIS) or similar enterprise education software
Experience building automated workflows within Salesforce or HubSpot
Exposure to AI-powered revenue intelligence tools (e.g., Gong, Clari, Highspot, or RFP-specific platforms like Responsive or RFPIO)
Background in prompt engineering or working with LLMs in a business context

Responsibilities

Cross-Functional Project Coordination
Manage multiple complex, cross-departmental projects simultaneously, translating technical and AI/automation concepts into clear, actionable language for non-technical stakeholders
Document processes thoroughly so institutional knowledge and automation logic are never siloed
Ability to connect CRM functionality to marcom interfaces and platforms.
Process Automation: Design Series of Web-based Sales Tools and Related Processes
Partner with engineers to design and build an AI-powered sales interface that automates lead generation
accelerates sales stage advancement, and
provides reps real-time pipeline visibility
Audit existing RevOps workflows and systematically automate current RevOps responsibilities, which are also listed below:
RFP Response & Proposal Coordination
Lead end-to-end RFP, RFI, and security questionnaire responses from intake through submission, serving as project manager across Sales, Product, Engineering, Legal, and Finance
Leverage AI writing tools and automation to accelerate drafting, content reuse, and quality review
Build and maintain a living content library and intake workflows that reduce manual coordination and keep answers current
CRM Administration & Automation
Administer and optimize Salesforce and HubSpot, automating repetitive workflows, reducing manual data entry, and improving data quality at scale
Identify and eliminate manual tasks through CRM-native automation and AI-powered tools; own data hygiene processes with a goal of minimizing human intervention
Maintain SOPs and evaluate new integrations that improve team productivity
Revenue Reporting & Analytics
Build and maintain reporting infrastructure providing real-time pipeline visibility, sales performance metrics, and customer health signals
Deliver executive-facing dashboards and board-level metrics packages; proactively identify reporting gaps and automate delivery where possible
Conference & Event Coordination
Own end-to-end logistics for all conference participation — registration, exhibitor portals, utilities, shipping, and post-event wrap-up
Owen and coordinate special events such as company sponsored dinner to support new procurement pathways