Senior Revenue Operations Specialist
About The Position
This Revenue Operations role partners with commercial leadership to translate CRM needs into scalable solutions for Product and Technology teams. Responsibilities include aligning priorities, providing operational oversight in planning and risk management, tracking KPIs, and ensuring Salesforce unification standards across Card and Pay experiences. As an advisor to Director+ stakeholders, the role optimizes CRM workflows, designs efficient business frameworks, and delivers measurable improvements in growth, efficiency, and partner/customer experience through cross-functional collaboration.
Requirements
- High School Diploma or GED.
- 5+ years experience with Salesforce and a modern revenue technology stack; demonstrated success driving GTM execution, process transformation, and system enablement
- 3+ years proven experience leading multiple cross functional initiatives and influencing senior leadership (Director+ stakeholders)
Nice To Haves
- Bachelor’s Degree in applicable field of study or equivalent, relevant work experience.
- 8+ years of relevant work experience.
- Expertise in Salesforce and revenue systems architecture; Salesforce Administrator experience helpful.
- Deep expertise across the full B2B revenue cycle from pipeline generation to renewal
- Strong experience with data analysis, forecasting, and KPI development
Responsibilities
- Design and optimize the revenue process, from pipeline creation to customer renewal.
- Eliminate friction points such as onboarding delays in merchant and partner lifecycles.
- Increase speed, throughput, and scalability of operations.
- Ensure seamless handoffs and alignment across revenue teams.
- Establish intake, prioritization, and execution frameworks to align RevOps with enterprise goals.
- Serve as strategic cross-functional operator ensuring alignment around shared objectives.
- Execute complex projects for merchant onboarding, multi-location launches, brand activation, and partner growth.
- Create scalable playbooks for partner acquisition, onboarding, and upsell.
- Ensure go-to-market strategies have clear workflows, automation, and system support.
- Manage B2B tech stack (Salesforce, Docusign, ZoomInfo, LinkedIn Sales Navigator, Guru).
- Lead tool adoption and training.
- Optimize automation, data integrity, and integration standards.
- Ensure alignment of technical solutions with business needs.
- Evaluate tools/processes to boost revenue, cut costs, expand capacity, and improve compliance.
- Communicate operational impact to senior leadership.
- Define, operationalize, and govern KPIs in CRM such as pipeline health, conversion rates, onboarding speed, partner performance, and forecast accuracy.
- Provide clear insights to leadership on pipeline, forecasting, planning, and allocation.
- Develop dashboards and reports for real-time monitoring and decision making.
- Promote data integrity and governance across CRM and related systems.
Benefits
- medical
- prescription drug
- dental
- vision
- other voluntary benefits (including basic and optional life insurance, supplemental medical plans, and short and long-term disability)
- Six weeks of 100% paid parental leave
- 401(k) plan
- 11 paid holidays
- Flexible Time Off (FTO) program
- 80 hours of Paid Sick and Safe Time (“PSST”)
- 40 hours of Illinois PSST
- 40 hours of Illinois Paid Leave
- purchase company stock
- annual incentive bonus
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
