DocNetwork
Revenue Operations Specialist
Ann Arbor, MI · Full-time
Sponsorship not specified$60k-$75kDetected 2 days ago
SparkData EngineeringHubSpotSalesforceCRMForecastingExcelCustomer SuccessZendeskLeadershipCollaboration
About the role
- Our suite of products integrate seamlessly to help ensure the health and safety of the participants for the organizations we serve.
- As we scale, so must the systems and data infrastructure powering our go-to-market teams.
- You'll turn operational needs into scalable solutions.
Responsibilities
- Design, build, and maintain automated workflows across our tech stack (HubSpot, Zendesk, Gong, Salesforce, Zapier, and others) that improve team efficiency and client outcomes.
- maintain a running backlog of automation opportunities to recommend to stakeholders.
- Work with Sales and Marketing leaders to optimize lead flow processes, including capture, enrichment, scoring, routing, and handoff between Marketing and Sales.
- Maintain lifecycle stage definitions and ensure consistent application across CRM and all integrated tools.
- Support onboarding of team members onto new tools and workflows.
- Proactively audit workflows across teams and use data to identify high-volume / high-friction, repetitive tasks that are candidates for automation; maintain a running backlog of automation opportunities to recommend to stakeholders.
- Support revenue forecasting and pipeline review processes in partnership with Sales and Client Success, ensuring data accuracy and model integrity.
- Hands-on experience building automations and AI-assisted workflows using low- or no-code platforms (Zapier, n8n, Clay, or similar).
- Proven ability to independently manage and prioritize competing requests from multiple stakeholders.
- Strong capacity to clearly articulate prioritization rationale, manage expectations, and drive consensus across teams without direct authority.
Requirements
- Required Skills & Experience
- Advanced proficiency in Microsoft Excel or Google Sheets.
Nice to have
- Experience with CRM, Customer Success, Sales, and Support tech platforms (HubSpot and Salesforce experience strongly preferred).
Compensation
- $60,000 - $75,000 base salary
Benefits
- Work with leadership to build and maintain dashboards and reports that give visibility into pipeline health, retention, and client engagement metrics.
- Oversee operational health of the revenue tech stack, troubleshooting issues, managing system connections, and proactively identifying improvements.
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