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Loopio

Revenue Operations Specialist

Loopio

Revenue Operations Specialist managing GTM data, dashboards, CPQ, and forecasting for Loopio’s proposal software. Supporting Sales, Finance, Marketing, and Customer Success reporting needs.

Posted 8/18/2026full-timeRemote • 🇨🇦 CanadaMid-LevelSenior💰 CA$55,000 - CA$85,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Revenue Operations with a focus on data hygiene, governance, and analytics. Proficient in building dashboards and reports to support Sales, Finance, Marketing, and Customer Success teams in a B2B SaaS environment.

Highest-signal resume keywords
Revenue Operations ExperienceSalesforce AdministrationCPQ ExperienceDashboard and Report BuildingData Hygiene Governance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Revenue OperationsBusiness IntelligenceData AnalysisDashboard CreationData ValidationSales ReportingForecasting ModelsData DeduplicationOrder-to-Cash ProcessPricing Configuration
Soft Skills
Stakeholder ManagementAdaptabilityPrioritizationCommunication
Tools & Technologies
SalesforceCPQ ToolsNetSuiteDatabricksTableau
Industry Keywords
B2B SaaSGTM SystemsRevenue ForecastingChurn AnalysisCustomer Success

Tech Stack

Tools & technologies
ERPTableau

About the role

Key responsibilities & impact
  • Own data hygiene and governance across GTM systems, including field standards, deduplication, and validation rules
  • Build and maintain dashboards and reports for pipeline health, conversion rates, win/loss trends, and churn/expansion
  • Partner with Sales, Account Management, and Revenue Operations leadership on revenue forecasting models
  • Serve as the checkpoint for order-to-cash handoff so Finance can invoice without delays caused by missing or inconsistent deal data
  • Act as the first point of contact for account data change requests
  • Administer CPQ and product catalog configurations, ensuring pricing and bundles align with Finance and Product
  • Build and maintain ad hoc data reports and dashboards for Sales, Marketing, and Customer Success
  • Support GTM stakeholders across Sales, Finance, Marketing, and Customer Success
  • Report to the Head of Revenue Operations

Requirements

What you’ll need
  • 3–5 years of experience in Revenue/Sales Operations, Business Intelligence, or a related analytical role
  • Experience ideally in B2B SaaS
  • Hands-on experience administering Salesforce
  • CPQ experience strongly preferred
  • Familiarity with NetSuite or a comparable ERP/billing system
  • Experience building dashboards and reports using Databricks, Tableau, Salesforce reporting, or similar BI tools
  • Strong data hygiene instincts
  • Comfort owning governance standards across systems
  • Ability to support multiple stakeholders across Sales, Finance, Marketing, and Customer Success with competing priorities
  • Comfortable operating in a fast-paced, evolving environment with evolving processes
  • Candidates must reside in the applicable hub regions to be considered
  • Candidates must have valid work permits / SIN to work in Canada; Loopio does not currently offer sponsorship

Benefits

Comp & perks
  • Equity eligibility
  • Ongoing feedback and regular 1-on-1s
  • Professional mastery allowance for learning support
  • Health and wellness benefits starting day 1
  • MacBook laptop
  • Monthly phone and internet subsidy
  • Work-from-home budget
  • Flexible remote work
  • Flexible co-working locations in Ontario and British Columbia
  • Townhalls, AMA sessions, and quarterly celebrations
  • Four Employee Resource Groups
  • Supportive remote-first culture
  • Equal opportunity workplace
  • Accommodations during virtual interview processes