Revenue Operations Specialist

About the position

As a Revenue Operations Specialist at Overtime, you will be responsible for building, maintaining, and optimizing all sales dashboards across the company's CRM (Salesforce). Your role will involve assisting with the monthly revenue reconciliation for all company Brand Partnership revenue and updating processes to improve and simplify pipeline visibility for sales leadership on regular cadences. You will support sales leadership by optimizing field entries in Salesforce for improved visibility to regional leadership and prepare quarterly retrospective sales data for further analysis. Additionally, you will assist in building materials for the Head of Revenue Operations to present during monthly and quarterly meetings, help with the yearly budget across account creation and management with sales leadership, and work on semi-regular account and agency spend analysis. Managing overall pipeline hygiene in Salesforce and external sales data reports will also be part of your responsibilities.

Responsibilities

• Build, maintain, and optimize sales dashboards in Salesforce
• Assist with monthly revenue reconciliation for Brand Partnership revenue
• Update processes for improved pipeline visibility for sales leadership
• Support sales leadership with optimizing Salesforce field entries
• Prepare quarterly retrospective sales data for analysis
• Assist in building presentation materials for Head of Revenue Operations
• Help with yearly budget across account creation and management
• Conduct semi-regular account and agency spend analysis
• Manage overall pipeline hygiene in Salesforce and external sales data reports

Requirements

• Bachelor's degree in relevant field preferred
• 4+ years of professional experience in sales reporting and dashboard creation
• Proficiency in Salesforce or similar CRM
• Expertise in Microsoft Excel (advanced formulas) required
• Self-starter with a proactive approach to problem-solving
• Excellent organizational, communication, and analytical skills
• Ability to prioritize and handle multiple tasks in a fast-paced environment

Nice-to-haves

• Media experience preferred

Benefits

• Annual base salary of approximately $85-95K
• Benefits package
• Paid time off
• Equity in the company