BigLeap

Revenue Operations

• The Revenue Operations Specialist will report to the Director of Revenue Operations and is responsible for optimizing and managing marketing automation and CRM systems for clients, ensuring seamless sales and marketing operations.
• Maintain, update, and optimize client CRMs.
• Design, refine, and enhance workflows and automation processes.
• Ensure deals, companies, and contacts are properly structured for clear reporting.
• Identify opportunities to streamline operations through automation.
• Design, test, and implement Zapier workflows to enhance efficiency.
• Manage automation updates and routine maintenance.
• Document processes for smooth team/client handoffs.
• Monitor tracking inconsistencies across platforms (HubSpot, Google Ads, etc.).
• Conduct CRM audits and implement optimizations based on client needs.

Revenue Operations Specialist

• The Revenue Operations Specialist will report to the Director of Revenue Operations and is responsible for optimizing and managing marketing automation and CRM systems for clients, ensuring seamless sales and marketing operations.
• Maintain, update, and optimize client CRMs.
• Design, refine, and enhance workflows and automation processes.
• Ensure deals, companies, and contacts are properly structured for clear reporting.
• Identify opportunities to streamline operations through automation.
• Design, test, and implement Zapier workflows to enhance efficiency.
• Manage automation updates and routine maintenance.
• Document processes for smooth team/client handoffs.
• Improve repetitive tasks like proposal generation or automated email updates.
• Track key projects such as MRR tracking and attribution reporting.
• Maintain project trackers in Google Sheets or project management tools.
• Collaborate with sales, leadership, and operations teams to align processes.
• Create detailed documentation for workflows, automations, and CRM usage.
• Develop training materials (guides, videos) to support internal teams and clients.
• Assist in onboarding new team members or clients by explaining CRM systems and processes.
• Monitor tracking inconsistencies across platforms (HubSpot, Google Ads, etc.).
• Identify optimization opportunities for lead attribution and cost efficiencies.
• Conduct CRM audits and implement optimizations based on client needs.
• Develop and set up workflows and automations tailored for clients.
• Identify bottlenecks in workflows and propose scalable solutions.
• Research and test new tools for improving automation and operational efficiency.
• Continuously audit and enhance existing processes for better performance.