RevOps Assistant

CESA 6•Town of Algoma, WI

About The Position

The RevOps Assistant plays a vital role in supporting the Revenue Operations function at CESA 6 by managing client agreements, maintaining HubSpot workflows, coordinating key programs and partnerships, and ensuring seamless communication and service delivery across the agency.

Requirements

High school diploma required.
2+ years of office experience desired.
Model the core values of the agency.
Advanced computer skills, including email, word processing, and virtual meeting scheduling.
Working knowledge of Microsoft Office and Google platform applications, along with the ability to learn agency-specific applications to support business operations.
Proficiency or willingness to learn HubSpot CRM, PandaDoc, and related revenue operations tools.
Ability to generate professional emails.
Ability to create organizational tools and processes to support the centers.
Ability to work independently as well as collaborate with diverse work teams.
Engage with clients in a positive manner that positively represents self, team, and agency.
Work as a team and collaborate effectively with other Finance personnel to meet the needs of the Agency.
Be process-oriented.
Be nimble and conscientious to meet defined timelines.
Communicate effectively and timely, verbally, and in writing, to a diverse audience.
Plan, organize, and prioritize work.
Remain flexible to adapt to changes in the work environment.
Excellent time management skills, including the ability to manage schedules and meet deadlines.
Problem-prevention, conflict resolution, and problem-solving skills.
Work accurately with close attention to detail.
Exhibit a high degree of confidentiality of sensitive information and process and handle confidential information with discretion.
Work effectively, professionally, and tactfully with internal agency staff and external clients.
Ability to set and meet high customer service standards (internal and external).
Excellent interpersonal skills to facilitate interaction with the workforce.
Exhibit a professional, businesslike appearance and demeanor.
Professionally represent the agency and public, private, and parochial school districts in interactions with staff, customers, and the community.
Facilitate an overall work environment of mutual respect and collaboration.
Ability to interpret data.
Ability to establish and maintain effective relationships with individuals from diverse backgrounds.

Nice To Haves

Certification or Associate degree as an administrative assistant or bookkeeper is preferred.

Responsibilities

Provide customers with information about the agency, including services offered, contacts within the agency, and professional development offerings and locations.
Collect, sort, and distribute mail; prepare mail, messages, faxes, or courier deliveries for the center.
Answer the door when the receptionist is unavailable.
Respond to questions on Client Agreements and PandaDoc
Work with Marketing Specialist for Contact Duplication Management in HubSpot
Create HubSpot deals and manage deal stages as directed by the Sales Team
Log and maintain the yearly District Report Contract Bundling Management Spreadsheet
Assist with the collection of Client Loyalty (HubSpot Contracts) Scores
Provide ordering support for business cards
Provide design support for center-related participant tools
Route website assistance requests to appropriate contact
Provide newsletter and email marketing support
Create event information sheets
Create and manage WI Forward Exam deals and purchasing
Create Time Kettle deals in Hubspot
Coordinate all Translators/Interpreters requests for services
Manage and schedule the WIDA ACCESS Testing Process
Provide EP Help Center Support (upload articles and provide support for non-tech-related EP questions)
Curate EP user numbers, subscriptions, pertinent personnel, and associated contact lists for statewide, EPIC, and evaluation-specific communications
Manage EP Bundle Renewals in Hubspot
Other duties as assigned.