Senior Revenue Operations Specialist (Small Business Segment)

Nextiva•Scottsdale, AZ

3h•Hybrid

About The Position

Redefine the future of customer experiences. One conversation at a time. At Nextiva, we’re reimagining how businesses connect, bringing together customer experience and team collaboration on a single, conversation centric platform. Powered by AI, driven by human innovation. Our culture is forward thinking, customer obsessed and built on the belief that meaningful connections drive better business outcomes. Whether it’s through our signature Amazing Service®, the technology we create, or the experiences we cultivate, connection is at the core of who we are. If you’re ready to collaborate with incredible people, make an impact, and help businesses everywhere deliver truly amazing experiences, this is where you belong. Build Amazing. Deliver Amazing. Live Amazing. Be Amazing. We are seeking a highly motivated and data-driven Senior Revenue Operations Specialist to support the strategic growth of our Small Business segment, consisting of both new business and upsell/retention motions. This segment operates with a high-velocity, transactional sales motion, where single-call closes are common and speed-to-lead is critical. This role will serve as an essential partner to the sales teams and will be responsible for providing critical data insights, driving operational efficiencies, and ensuring alignment across go-to-market functions. While foundational tools and processes exist, this is a builder role requiring the ability to strengthen data foundations, improve process consistency, and unlock additional capacity through smarter use of systems and automation. The ideal candidate will have a strong ability to optimize fast-paced sales processes, drive performance insights, and collaborate cross-functionally to unlock scalable growth opportunities—while demonstrating curiosity and fluency in leveraging AI and automation to reduce manual effort and elevate strategic impact.

Requirements

5+ years of experience in Sales Operations, Revenue Operations, Business Analysis, or a related role
Demonstrated success supporting a high-velocity sales motion, including transactional or single-call close environments (B2B or B2C acceptable)
Experience supporting both new business and upsell/retention motions
Strong analytical skills with a deep understanding of sales metrics, funnel dynamics, and customer journey performance
Proven ability to build or rebuild foundational processes, reporting, and data structures in environments that are not fully mature
Comfort operating across strategy and execution, with the ability to reduce manual analysis and redirect effort toward insight and action
Ability to take high-level direction and convert it into streamlined, scalable system and process builds
Excellent communication skills, with the ability to translate complex data into clear, actionable recommendations
Proficiency with Salesforce (required), analytics tools such as Sigma, Power BI, Tableau, or similar, and Excel (pivot tables, advanced formulas, data visualization)
A collaborative, team-oriented mindset with a strong sense of ownership and accountability

Nice To Haves

Familiarity with sales engagement, enrichment, or routing tools (e.g., Outreach, Salesloft, Gong, ZoomInfo, LeanData, RingLead) is a plus
Demonstrated curiosity and working knowledge of AI or automation tools, particularly for accelerating analysis and reporting (expert-level AI experience not required)

Responsibilities

Own the high-level customer journey from lead to advocate, aligning teams, processes, technology, data, and reporting across this spectrum, with formal responsibility beginning at lead creation in the system
Lead and support the evolution of Small Business processes and GTM strategy in collaboration with business unit leadership
Provide day-to-day operational support to sales leaders and managers with tools, data, and processes to enable rep productivity and segment growth in a high-velocity environment
Enable data-driven decision-making by enhancing visibility into funnel metrics, pipeline movement, customer health, and retention
Align GTM teams around shared processes, KPIs, and systems, helping establish consistent definitions and a single source of truth
Build, maintain, and enhance accurate and actionable Salesforce reporting and dashboards, partnering with BI as needed to extend analytical depth
Analyze sales performance data to identify trends, surface risks early, and recommend actionable improvements to close rates, efficiency, and throughput
Support regular reporting cadences, including daily and weekly performance monitoring, forecasting inputs, and monthly/quarterly reviews
Partner with Sales Managers to drive adoption of reporting tools, system workflows, and standardized processes, identifying opportunities to simplify and reduce friction
Assist in quota setting, capacity planning, and monitoring key Small Business performance metrics
Collaborate cross-functionally to support process improvements, system enhancements, data hygiene initiatives, and ad hoc projects
Leverage AI-enabled analysis and automation where appropriate to reduce manual effort and shift focus toward higher-value strategic work, while recognizing that strong data foundations and process design are prerequisites to effective automation

Benefits

Multiple health plan options to suit your needs, including medical, dental, vision, and telemedicine coverage
Life, disability, and supplemental indemnity plans
Flexible Time Off (FTO) for salaried employees, PTO for hourly employees, Paid Sick Time (PST), paid parental bonding leave, and paid holidays
401(k) with company match, Health Savings Accounts with company contributions, Dependent Care FSA
Employee Assistance Program and comprehensive wellness initiatives
Access to ongoing learning and development opportunities and career advancement

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