RevOps Specialist

$80,000 - $80,000/Yr

Kleer and Membersy - Austin, TX

Full-time - Mid Level

Remote - Austin, TX

About the position

As a RevOps Specialist, you will play a crucial role in managing the Salesforce instance and other components of the revenue tech stack within the Revenue Operations team. Your expertise will be essential in implementing and maintaining systems that support the RevOps strategy, ensuring that sales, marketing, and customer success processes are efficiently supported by the CRM ecosystem.

Responsibilities

• Spearhead the daily operations of Salesforce and adjacent revenue tech stack tools, continuously fine-tuning for peak performance and user satisfaction.
• Architect and deploy system enhancements leveraging Salesforce's robust customization options, including managing custom objects, fields, record types, and automations to meet evolving business needs.
• Champion data integrity across our systems, orchestrating seamless data migrations, updates, and maintenance to ensure our teams operate with accurate, real-time information.
• Serve as the first line of defense for our Salesforce environment, swiftly addressing user inquiries, troubleshooting complex issues, and managing escalations through our Jira Service Management system.
• Transform strategic RevOps initiatives into tangible process improvements, optimizing workflows and data flows across departments under the guidance of the Revenue Operations Manager.
• Design and oversee robust integrations between Salesforce and our suite of third-party tools, creating a cohesive and efficient revenue tech ecosystem.
• Curate and refine a comprehensive library of standard operating procedures (SOPs) and documentation, ensuring our Sales/CRM tech stack remains accessible and well-understood.
• Craft insightful reports and dynamic dashboards that fuel our revenue analytics engine, supporting critical initiatives like commission tracking and KPI monitoring.
• Develop and deliver training programs to onboard new users and elevate the Salesforce proficiency of our entire organization.
• Act as a trusted advisor to our Sales and Customer Success teams, empowering them to leverage Salesforce effectively for customer engagement, pipeline tracking, and deal management.

Requirements

• 3+ years' experience as a RevOps Specialist or in a similar role, preferably in the healthcare industry.
• Strong problem-solving skills with keen attention to detail.
• Understanding of creating and maintaining Flows, Workflow Rules, Approval Processes, and Validation Rules.
• Experience managing profiles, permission sets, role hierarchies, and security settings.
• Proven experience in handling Salesforce support cases, troubleshooting complex issues, and implementing timely resolutions.
• Ability to collaborate with Salesforce support teams and document solutions for future reference.
• Skilled in building and maintaining reports and dashboards in Salesforce.
• Experience with data management, including imports, exports, and maintenance; SQL/SOQL is a plus.
• Excellent written and verbal communication skills.
• Legally authorized to work permanently in the US without employer sponsorship.
• Bachelor's degree in any field.

Nice-to-haves

• Salesforce Certified Administrator certification.
• Experience with GTM platforms that support sales and customer success teams (e.g., Outreach, Sales Nav, RingCentral, Calendly, Zapier).
• Proficiency with marketing automation tools, particularly Hubspot.
• Proficient in Excel and Google Sheets, with the ability to manipulate large datasets.

Benefits

• Salary of $80,000
• Variable compensation plan of $8,000
• Employee equity
• Health insurance
• 401k match
• Wellness programs
• Disability insurance
• Employee discounts
• Paid time off