Heritage Werks

Revenue Operations Specialist

Heritage Werks

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • 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

Requirements

  • 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
Benefits
  • Competitive salary
  • Medical, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and holidays
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
CRM data integritypipeline managementreportingrevenue performance trackingproject setupestimationStatements of Work (SOWs)process improvementanalytical skillssales forecasting
Soft Skills
attention to detailorganizational skillscross-functional collaborationinfluence without authoritycommunication skillsproblem-solvingleadership supporttrainingclient readinessworkflow troubleshooting
Certifications
Bachelor’s degree