Revenue Operations Specialist assessing and optimizing GTM operations and tools at Trulioo. Collaborating with various teams to enhance revenue processes in a hybrid working environment.
Responsibilities
Partner closely with GTM teams (Sales, Marketing, Customer Success, and Support) to understand business objectives, operational pain points, and workflow gaps.
Document and map current-state and future-state processes, identifying opportunities to streamline steps, reduce friction, and improve efficiency through automation and AI-driven solutions.
Recommend and adhere to best practices for data governance, system usage, cross-functional handoffs, and workflow standardization to drive consistency across the revenue engine.
Assist in prioritizing projects and enhancement requests based on business impact, stakeholder urgency, and technical feasibility, ensuring alignment with overall GTM strategy.
Partner with leadership and frontline teams to optimize rep workflows, surface actionable insights, and ensure systems and processes enable productivity rather than create overhead.
Administer and optimize core GTM systems including Salesforce, Salesloft, Gong, 6sense, Loopio, and other supporting tools, ensuring alignment with current business needs.
Stay informed on product updates and new capabilities across the GTM tech stack; help assess and adopt enhancements that improve usability, efficiency, and adoption, while flagging tools, features, or processes that are underutilized or no longer effective.
Monitor system usage, data hygiene, governance, and permissions across the GTM tech stack to support a secure, consistent, and scalable operating environment.
Produce hygiene and adoption reporting to provide visibility into data quality and workflow adherence; partner with revenue leaders and Enablement to support accountability and improved tool usage.
Contribute to forward-looking planning by staying close to changes in the business and GTM motions, helping identify system and process needs that support growth and scale.
Own the upkeep of GTM handbooks, playbooks, and process guides, ensuring all content reflects current workflows, system changes, and best practices.
Work with Enablement to create step-by-step guides, release notes, training documents, and FAQs to support end users across Sales, Marketing, and Customer Success.
Support integrations, data migrations, and new tool evaluations in collaboration with RevOps, GTM teams, IT, and external vendors.
Develop and deliver enablement materials: documentation, training sessions, onboarding content, and best-practice guides.
Test, iterate, and validate system changes before deployment.
Requirements
3-5 years of experience in Revenue Operations, GTM Operations, Business Systems, or a similar operations or tooling-focused role.
Demonstrated ability in process mapping, workflow design, and tool-based problem solving.
Experience working with GTM tools (e.g., Salesforce, Salesloft, Gong, 6sense) and supporting how those tools connect to the core CRM.
Strong Excel/Sheets skills for reporting, analysis, and data cleanup.
Experience documenting processes, maintaining handbooks or Confluence pages, and creating training materials.
Experience supporting or partnering with GTM teams in a SaaS environment.
Strong ability to gather requirements, map processes, diagnose issues, and translate business needs into system-driven solutions.
Ability to debug Salesforce declarative automations (Flows, validation rules, formulas, field mappings).
Understanding of Salesforce and GTM tool data structures, permissioning, and operational best practices.
Comfort working across multiple systems and integrating them into cohesive, scalable workflows.
Clear communicator who can explain technical concepts to non-technical stakeholders.
Structured problem-solver with a systems mindset.
Comfortable navigating ambiguity in a fast-paced SaaS environment.
Detail-oriented and committed to delivering high-quality solutions.
Benefits
Comprehensive Benefits: We provide a robust benefits package for full-time, permanent employees, including health, dental, and vision coverage, retirement plans with company match, paid time off, parental leave, and an annual education & training stipend (equivalent to $1,000 in local currency).
Flexible Hybrid Working Environment: Our offices are designed to support both collaboration and flexibility. Enjoy weekly lunches, quality coffee, and regular social events. Many locations also feature parent rooms, on-site gyms, comfortable lounges, and adaptable workstations to support your comfort and productivity.
Wellness: We care about your well-being. Team members have access to wellness workshops and events, as well as a complimentary Headspace subscription to help you stay focused, grounded, and energized.
Employee Resource Groups: Belonging is an important part of doing your best work. Our ERGs provide an inclusive space, support and community for employees of diverse backgrounds and allies. We host informative, fun sessions and celebrations that are often open to the entire organization.
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