CharacterStrong

Revenue Operations Specialist

CharacterStrong

full-time

Posted on:

Location Type: Remote

Location: Remote • Washington • 🇺🇸 United States

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Salary

💰 $55,000 - $70,000 per year

Job Level

Mid-LevelSenior

About the role

  • Maintain accuracy and alignment across CRM, accounting, and customer data systems (HubSpot, NetSuite, Notion, PowerBI and Excel).
  • Support CRM administration including pipeline setup, workflow automation, and data hygiene.
  • Build and maintain operational dashboards to track KPIs (pipeline health, conversion rates, retention metrics).
  • Support teams with active, contextual data requests.
  • Partner with Sales and Customer Success to document and streamline operational workflows.
  • Support revenue forecasting and goal tracking through accurate data collection and reporting.
  • Create visibility into funnel performance and customer lifecycle metrics to support strategic decision-making.
  • Identify process bottlenecks and recommend system or automation improvements to enhance productivity.
  • Drive more efficient and effective sales activities through better segmentation, prioritization, and calculation of opportunity.
  • Connect current state of data and activities to Sales playbooks for evaluation and improvement.
  • Work closely with Finance to reconcile invoices, renewals, and contracts.
  • Collaborate with Marketing to improve lead lifecycle management and campaign attribution.
  • Partner with Customer Success to ensure smooth transitions between acquisition, onboarding, and renewal.
  • Serve as a trusted operational liaison between internal teams, ensuring alignment on tools, data, and process outcomes.
  • Assist in the rollout of new revenue tools, integrations, or reporting systems.
  • Conduct analysis and generate insights for leadership to guide business strategy.
  • Support ad-hoc projects related to customer data, reporting, and performance improvement.

Requirements

  • 3+ years of experience in Sales Operations, RevOps, or Business Operations, preferably in SaaS, EdTech, or a customer-centric organization.
  • Proficiency in CRM and business tools (HubSpot preferred; NetSuite, QuickBooks, PowerBI, Excel, and Notion a plus).
  • Strong analytical skills with the ability to manage large datasets and produce actionable insights.
  • High attention to detail and ability to ensure data integrity across multiple systems.
  • Effective written and verbal communication skills across both technical and non-technical audiences.
  • Highly organized, proactive, and comfortable working independently in a fast-paced environment.
  • Deep alignment with CharacterStrong’s mission and values.
Benefits
  • New laptop computer and other needed equipment
  • Annual Individual Budget for Professional Development of $1,000
  • 401k Savings Plan with employer contribution
  • Medical, Dental, & Vision Insurance
  • Life, AD&D, and Disability Insurance
  • Employee Assistance Program, Mental Health Support, and Well-Being Programs
  • 3 weeks Company-Paid Parental Leave (after 6 months of active employment)
  • Flexible Time Off, 6 Paid Sick Days, 11 Paid Company Holidays

Applicant Tracking System Keywords

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

Hard skills
data analysisdata hygieneworkflow automationrevenue forecastingKPI trackingprocess improvementdata collectionreportingsegmentationcustomer lifecycle management
Soft skills
analytical skillsattention to detaileffective communicationorganizational skillsproactiveindependent workcollaborationproblem-solvingstrategic thinkingtrustworthiness