Operatus

Operations

• Execute campaign workflows for all five event types (Hosted Webinars, Simulive Webinars, Third Party Webinars, Sponsored Events, Hosted Events) following documented templates and timing guides
• Build and schedule email sends in HubSpot and Customer.io according to campaign timelines, double-checking audience lists, send times, and personalization tokens before every send
• Set up and manage event registration pages and webinar/event platforms in Zuddl
• Publish and update campaign landing pages and content in Sanity
• Build and maintain the recurring webinar series in Sequel, keeping the live schedule accurate and up to date
• Clone and configure campaign workflows for new events, adapting them to each campaign type's specific flow
• Follow pre-event, during-event, and post-event checklists precisely, flagging any step that can't be completed as specified
• Track task status and timing (e.g., T-2 weeks, T-10 days, T+X days) against campaign launch dates and escalate anything at risk of slipping
• Keep Asana fully up to date in real time — task status, due dates, comments, and blockers — so the team always has an accurate, transparent view of where every campaign stands without needing to ask
• Maintain clean, organized records of assets, lists, and workflow links tied to each campaign
• Perform basic list building and segmentation tasks (e.g., pulling attendee/lead lists) with minimal Salesforce involvement
• Conduct QA on emails, pages, and workflows before go-live — checking links, formatting, personalization, and audience targeting
• Communicate task status and blockers clearly to campaign owners and stakeholders
• Escalate ambiguity or missing information rather than guessing at intent
• Support ad hoc list, follow-up, or coordination requests tied to live campaigns (e.g., conference lists, event follow-ups)

Campaign Operations Coordinator

Consultant

• Own end-to-end configuration of Salesforce CPQ and/or ARM solutions including product catalog, pricing rules, discount schedules, approval workflows, amendments, renewals, and order management
• Participate in requirements gathering sessions and translate business needs into documented functional specifications
• Conduct solution design and gap analysis for CPQ/ARM workstreams on net-new implementations and optimization engagements
• Build and maintain configuration documentation, testing artifacts, and handoff materials
• Support UAT, go-live preparation, and hypercare activities
• Serve as a day-to-day point of contact for assigned workstreams; facilitate working sessions with client stakeholders including Sales Ops, Finance, and IT
• Proactively surface risks, blockers, and scope considerations to the engagement lead
• Communicate clearly with both technical and non-technical audiences
• Contribute to the development of reusable assets, accelerators, and internal knowledge base documentation
• Participate in pre-sales discovery and scoping for new Revenue Cloud opportunities

Campaign Operations Coordinator

Revenue Cloud Consultant