Hybrid Revenue Operations Specialist

at BigLeap

• Job title: Revenue Operations Specialist
• Job type: Full Time
• Experience level: Junior
• Salary: $50,000 - $65,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Lehi, United States

About the role

• Sales Operations Specialist optimizing HubSpot CRM systems for a digital marketing company. Collaborating to enhance workflows, automation, and client support in a dynamic environment.

Responsibilities

• CRM Management: Maintain, update, and optimize client CRMs.
• Design, refine, and enhance workflows and automation processes.
• Ensure deals, companies, and contacts are properly structured for clear reporting.
• Process Automation & Efficiency Optimization: Identify opportunities to streamline operations through automation.
• Design, test, and implement Zapier workflows to enhance efficiency.
• Manage automation updates and routine maintenance.
• Document processes for smooth team/client handoffs.
• Improve repetitive tasks like proposal generation or automated email updates.
• Project Coordination & Internal Collaboration: Track key projects such as MRR tracking and attribution reporting.
• Maintain project trackers in Google Sheets or project management tools.
• Collaborate with sales, leadership, and operations teams to align processes.
• Documentation & Training: Create detailed documentation for workflows, automations, and CRM usage.
• Develop training materials (guides, videos) to support internal teams and clients.
• Assist in onboarding new team members or clients by explaining CRM systems and processes.
• Marketing Attribution & Insights: Monitor tracking inconsistencies across platforms (HubSpot, Google Ads, etc.).
• Identify optimization opportunities for lead attribution and cost efficiencies.
• Provide data-driven insights and recommend campaign adjustments.
• Client Support & CRM Optimization: Conduct CRM audits and implement optimizations based on client needs.
• Develop and set up workflows and automations tailored for clients.
• Prepare materials for client meetings and provide recaps or strategic recommendations.
• Efficiency & Innovation Projects: Identify bottlenecks in workflows and propose scalable solutions.
• Research and test new tools for improving automation and operational efficiency.
• Continuously audit and enhance existing processes for better performance.

Requirements

• HubSpot CRM experience (admin-level preferred).
• Experience with platforms like Klaviyo, ActiveCampaign, etc.
• Strong analytical skills, with the ability to interpret and present data.
• Proficiency in Google Sheets/Excel (advanced formulas, pivot tables, etc.).
• Experience with Zapier (preferred) or other automation tools.
• Strong organizational and project management abilities.
• Excellent written and verbal communication skills.
• A problem-solving mindset with a proactive approach to troubleshooting.
• Creativity and innovation in process improvement and automation.
• Ability to work independently and manage multiple projects with minimal supervision.
• Proficiency in Google Docs, Sheets, Slides, or Microsoft Word, Excel, and PowerPoint.
• Ability to understand a client's business model and how to strategically support different industry verticals (ecomm, Saas, etc).

Benefits

• Remote or Hybrid work capability.
• Flexible PTO.
• Flexible work hours.
• Gym membership reimbursement.
• Comprehensive medical, dental, vision, 401(k) matching, and life insurance benefits.
• Opportunities for growth to enhance your skills and advance your career.
• A highly-rated company culture, collaborative team dynamics, and much more!