Revenue Operations – Operations Specialist

Maintain daily operations of the revenue engine :

• ensure clean data, reliable routing, responsive CRM support, and accurate product records, allowing frontline teams to sell and serve seamlessly.
• Mission Be the hands-on owner of CRM health and user enablement—fix the data, clear blockers, and make the process the easiest way to work.
• Core Responsibilities CRM Support & Administration Triage user tickets (access, views, lists, reports, automations) and close within SLA.
• Build / maintain Saved Views, lists, dashboards , and routine workflow updates.
• Data Hygiene Execution Daily sweeps for duplicates, missing required fields, and unassociated documents.
• Maintain product mix accuracy (current and historical) on Company records;  Routing & Safety Nets Monitor lead routing , response timers, and escalation rules; keep one-sequence-per-contact guardrail intact.
• Resolve ownership conflicts quickly and document outcomes.
• Release Enablement Prepare release notes and quickstart guides when processes or fields change.
• Run short Looms or office hours for user adoption.
• Quality Assurance Spot-check key processes (e.g., MQL handling, handoff completeness, save-motion triggers) and log defects for fix.
• Decision Rights Can merge records , correct field values, and update associations following policy.
• Can unenroll contacts from conflicting sequences and reassign per routing rules.
• Recommends (but does not approve) changes to lifecycle / definitions.

Success Measures (examples) Ticket SLA :

Data Health :

Process Integrity :

Enablement :