Revenue Operations Specialist

• Experience creating strong, engaging content across digital verticals, including imagery selection
• Ability to leverage visual imagery to support story-telling in presentations (PPT)
• Ability to identify content needs and/or gaps and recommend new and timely topics for campaigns, webinars, and other formats

• Own end-to-end revenue operations projects (from scoping, requirements, and timelines through rollout).
• Streamline and optimize lead, opportunity, and forecasting workflows across Salesforce and related tools.
• Ensure tight alignment between Sales and Marketing on lead management, cadences, and follow-up expectations.
• Proactively identify process gaps, propose solutions, and drive the conversations needed to get to decisions and execution.

• Manage the Sales Leads inbox: triage, create/convert leads, and route to the right owners with clear next steps.
• Assign MQLs to Sales via Salesforce list views and ensure consistent, timely follow-up.
• Support sales new hire setup in Salesforce and related tools.

• Maintain and enhance CRM data quality, especially Leads, Accounts, and Contacts.
• Run regular data hygiene analyses
• Conduct extensive research and leverage tools (ZoomInfo and others) to enrich and validate data.
• Analyze sales and marketing data to surface trends, risks, and opportunities and translate them into clear, actionable recommendations.
• Develop and maintain dashboards, reports, and list views that help Sales, Sales Enablement, and Marketing manage pipeline, activities, and performance.

• Build and maintain recurring and ad hoc reports in Salesforce
• Support revenue forecasting by maintaining quotas, pipeline views, and forecast tools in Salesforce.
• Create and maintain metrics reports and dashboards on sales activities, webinar follow-up, cadence performance, and revenue impact.
• Turn complex data into easy-to-understand visuals (tables, charts, summaries) for stakeholders and leadership.

• Administer and optimize Salesforce for sales and marketing use cases (list views, reports, dashboards, fields, page layouts).
• Manage relationships, licenses, and usage reporting for tools such as ZoomInfo, LinkedIn Sales Navigator, etc.)
• Set up and maintain workflows and field mappings between enrichment tools and Salesforce for leads, contacts, and accounts.
• Research, evaluate, and help implement new revenue technologies and integrations that improve efficiency and data quality.
• Troubleshoot issues across Salesforce, cadences/Einstein activity capture, Act-On connectivity and segmentation, and other RevOps tools.

• Build and optimize sales cadences for general outreach, webinars, and targeted campaigns.
• Enrich and import conference and webinar registration/attendance lists, ensuring proper tagging, ownership, and follow-up.
• Track and report on webinar follow-up activity and outcomes, partnering closely with Sales and Marketing.

• Drive conversations with Sales, Marketing and leadership to clarify priorities, trade-offs, and requirements.
• Clearly communicate status, risks, and next steps for RevOps projects and enhancements.
• Facilitate feedback loops on Salesforce enhancements and new processes, and ensure learnings are captured and acted on.

• Are a proactive self-starter who doesn’t wait to be told what to do—you see issues and opportunities and move them forward.
• Are comfortable driving conversations with senior stakeholders to get alignment and decisions.
• Have an entrepreneurial mindset, strong customer focus, and the confidence to challenge the status quo when it’s right for the business.
• Thrive in a fast-changing environment, quickly adapting as tools, priorities, and the market evolve.
• Have strong intellectual curiosity and a genuine desire to understand how data, process, and technology work together.

• Bachelor’s degree in Business, Finance, Marketing, Data/Analytics, or related field, or equivalent experience.
• 1–3 years in revenue operations, sales operations, marketing operations, or a closely related role.
• Strong Salesforce user skills (reports, dashboards, list views, pipeline/forecast views, supporting sales workflows).
• Familiarity with B2B and B2C sales motions (such as prospecting, qualification, pipeline management, and closing) and how Sales teams work together to create and convert demand.
• Demonstrated ability to make sound, data-informed decisions independently, prioritize work with limited direction, and adjust quickly based on what you are seeing in the numbers and in the field.
• Advanced Excel skills and comfort working with data sets and pivot tables.
• Demonstrated experience owning projects and driving them to completion across multiple stakeholders.
• Excellent written and verbal communication skills; able to explain complex topics simply.
• Ability to work independently and as part of a team in a fast-paced environment.
• High attention to detail and a habit of understanding root causes, not just symptoms.

• Experience in the financial services or retirement/benefits industry.
• Experience supporting or working closely with sales teams in a complex industry. (Financial services experience is a strong plus but not required.)
• Advanced proficiency in Salesforce CRM customization and reporting (e.g., building custom reports and dashboards, optimizing page layouts, and configuring workflows or automations).
• Hands-on experience with ZoomInfo or similar enrichment/intent tools.
• Experience with Act-On or other marketing automation tools.
• Experience with Salesforce configuration and administration (fields, page layouts, validation rules, flows, permission sets) and advanced reporting.

• PTO (vacation, sick, personal time bank)
• FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
• 12 Paid Holidays (10 stated and 2 floating holidays)
• 2 Community Volunteer Days
• 5 Summer Half Days
• Medical, Dental, Vision
• Life Insurance
• LTD & STD
• Retirement Plan with 4% Employer Match
• Parental Leave

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