Revenue Operations

• Maintain and update Salesforce records to ensure data accuracy and consistency.
• Support Account Engagement (Pardot) workflows and user needs, ensuring alignment with marketing efforts.
• Create and manage Salesforce reports and dashboards for sales, marketing, and leadership teams.
• Generate regular and ad hoc reports on bonds, GovSpend data, competitor analysis, and Dodge construction data.
• Pull targeted lead and account lists to support marketing campaigns and sales outreach efforts.
• Monitor and analyze pipeline and territory data to support strategic decision-making.
• Serve as the point of contact for 3rd-party data providers (e.g., Dodge, GovSpend).
• Proactively identify data gaps, inconsistencies, and duplicate records; implement corrections.
• Recommend process improvements to enhance CRM and marketing automation efficiency.
• Assist Sales and Marketing teams with CRM-related needs and basic troubleshooting.
• Develop and deliver training materials (written documentation, video tutorials) to support tool adoption and process compliance.
• Support system enhancements and assist in testing new features during system updates or integrations.

Revenue Operations Specialist

Director of Revenue Operations

Lead Funnel Architect – CRO Manager

Revenue Operations Manager – GTM Support

Business Specialist – Pricing & Revenue Operations

Revenue Operations Analyst