Own CRM data integrity, ensuring opportunities, pipeline, and account data are accurate, complete, and up to date
Support disciplined pipeline management and forecasting
Build dashboards and reports to track revenue performance and pipeline health
Identify gaps in CRM usage and drive adoption of best practices
Standardize project and task setup to align sales and delivery execution
Ensure workflows are followed consistently across teams
Partner with Program Directors to align tracking with client expectations
Manage monthly and quarterly reporting, including retainer tracking and performance summaries
Provide timely insights to support leadership decision-making
Ensure consistency in how performance is measured and communicated
Support scoping and estimation for custom work
Develop structured estimates aligned to scope and pricing assumptions
Draft clear, client-ready Statements of Work (SOWs)
Ensure quality and consistency to support deal progression
Facilitate the internal estimates needed to prepare proposals and scopes of work
Identify inefficiencies and implement scalable improvements
Streamline processes across Salesforce, Wrike, and reporting workflows
Reduce manual work and duplication across systems
Partner with Program Directors, Enterprise Partners, and internal teams
Support onboarding and training on tools and processes
Troubleshoot system and workflow challenges

Bachelor’s degree or equivalent experience
3–6+ years of experience in revenue operations, sales operations, or similar roles
Hands-on experience with CRM systems (Salesforce preferred)
Extensive experience in power point presentations required.
Experience with project/workflow tools (Wrike or similar)
Strong analytical and reporting skills
Experience supporting sales processes, forecasting, and pipeline management
Strong attention to detail and organizational skills
Ability to work cross-functionally and influence without authority

Revenue Operations Specialist

Key skills