BigLeap

Revenue Operations Specialist

BigLeap

full-time

Posted on:

Location Type: Hybrid

Location: Lehi • Utah • 🇺🇸 United States

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Salary

💰 $50,000 - $65,000 per year

Job Level

Junior

About the role

  • CRM Management: 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.
  • Process Automation & Efficiency Optimization: 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.
  • Project Coordination & Internal Collaboration: 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.
  • Documentation & Training: 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.
  • Marketing Attribution & Insights: Monitor tracking inconsistencies across platforms (HubSpot, Google Ads, etc.).
  • Identify optimization opportunities for lead attribution and cost efficiencies.
  • Provide data-driven insights and recommend campaign adjustments.
  • Client Support & CRM Optimization: Conduct CRM audits and implement optimizations based on client needs.
  • Develop and set up workflows and automations tailored for clients.
  • Prepare materials for client meetings and provide recaps or strategic recommendations.
  • Efficiency & Innovation Projects: 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.

Requirements

  • HubSpot CRM experience (admin-level preferred).
  • Experience with platforms like Klaviyo, ActiveCampaign, etc.
  • Strong analytical skills, with the ability to interpret and present data.
  • Proficiency in Google Sheets/Excel (advanced formulas, pivot tables, etc.).
  • Experience with Zapier (preferred) or other automation tools.
  • Strong organizational and project management abilities.
  • Excellent written and verbal communication skills.
  • A problem-solving mindset with a proactive approach to troubleshooting.
  • Creativity and innovation in process improvement and automation.
  • Ability to work independently and manage multiple projects with minimal supervision.
  • Proficiency in Google Docs, Sheets, Slides, or Microsoft Word, Excel, and PowerPoint.
  • Ability to understand a client's business model and how to strategically support different industry verticals (ecomm, Saas, etc).
Benefits
  • Remote or Hybrid work capability.
  • Flexible PTO.
  • Flexible work hours.
  • Gym membership reimbursement.
  • Comprehensive medical, dental, vision, 401(k) matching, and life insurance benefits.
  • Opportunities for growth to enhance your skills and advance your career.
  • A highly-rated company culture, collaborative team dynamics, and much more!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
CRM managementprocess automationworkflow designdata analysisGoogle SheetsZapierKlaviyoActiveCampaignadvanced Excelproject management
Soft skills
analytical skillsorganizational abilitiescommunication skillsproblem-solving mindsetcreativityinnovationindependenceproactive approachcollaborationtraining development