Revenue Operations Specialist

We are looking for a remote, full-time Revenue Operations Specialist with 3 to 6 years of experience in revenue and sales operations to support our U.S. client's growing go-to-market organization. You will be responsible for managing and improving processes that drive revenue visibility and efficiency, including Salesforce administration, pipeline analytics, quote-to-cash workflows, and services operations coordination. This role sits at the intersection of Sales, Services, and Systems, ensuring operational excellence across the full customer lifecycle. The ideal candidate is a systems thinker who thrives on process optimization, data accuracy, and cross-functional collaboration.

Our client provides a cloud-based ERP platform to hundreds of energy industry customers, delivering market-leading software solutions for field service management, field data gathering, transportation, production, accounting, and land management. Backed by private equity, our client accelerates business performance, improves operational efficiency, and reduces costs.

Responsibilities

Sales Operations

Own and optimize Salesforce processes for the Sales and Account Management teams, including lead management, opportunity tracking, forecasting, and pipeline hygiene

Partner with Sales Leadership to develop and maintain dashboards, metrics, and reports that provide visibility into bookings performance, funnel conversion, and forecast accuracy

Support commission plan execution by maintaining accurate opportunity data, product configurations, and close dates

Coordinate with Finance and Legal on deal review processes, ensuring consistency between quotes, contracts, and billing data

Services Operations

Support Professional Services leadership with project setup, time tracking, and revenue recognition workflows in coordination with Finance

Track utilization, backlog, and project profitability metrics to ensure delivery teams have accurate performance visibility

Partner with the Project Management Office (PMO) and Delivery to standardize statements of work (SOWs), rate cards, and project milestone tracking

Drive continuous improvement in services data quality across CRM, PSA, and billing systems

CRM and Systems Administration

Serve as the Salesforce (SFDC) administrator for all go-to-market (GTM) functions - including user management, profiles, validation rules, and custom workflows

Maintain integrations with related systems to ensure data synchronization and process automation

Implement enhancements and new functionality as business requirements evolve, documenting changes and training users accordingly

Manage user support requests, troubleshoot data discrepancies, and ensure compliance with data governance standards

Data and Reporting

Develop recurring and ad hoc reports to support revenue forecasting, KPI reviews, and board-level insights

Audit data for accuracy and completeness across systems; proactively resolve inconsistencies or bottlenecks

Partner with finance, sales, and marketing leadership to define and monitor core GTM metrics, including customer acquisition cost (CAC) payback, annual recurring revenue (ARR) growth, churn, and expansion rates.

Required Experience

Excellent English verbal and written skills

Bachelor's degree in Business, Finance, or a related field

3 to 6 years of experience in Revenue Operations, Sales Operations, or similar analytical GTM roles

Advanced proficiency with Salesforce CRM

Experience with SaaS business models, including ARR tracking, renewals, and professional services revenue workflows

Strong Excel and reporting skills

Excellent organizational and communication skills with a bias for action and detail orientation

Must be a self-starter and resourceful

Ability to work independently or as part of a team

Proven experience working effectively in a vibrant, dynamic startup environment

Trustworthy, team-oriented, and transparent

Desired Experience

Master of Business Administration degree

Salesforce administration certification

Familiarity with HubSpot, NetSuite, or PSA tools (e.g., Mavenlink, Kantata, FinancialForce)

Power BI or Tableau experience

Experience with oil and gas revenue accounting, gas processing, crude / gas / NGL transportation, or related fields

Additional Information

Knowing your ideas are heard and matter, think big!

You get to own your job and be recognized for your contributions

Work with innovative and creative people

Making mistakes is human. Let's learn from them. Be transparent!

We recognize you as an individual, with no presumptions or judgment. Be the extraordinary you!

15 days Paid Time Off (PTO), one floating day, three sick days, and designated national holidays

Start : ASAP

About Velozient

We are a privately held, nearshore software development company providing outsourced development resources to North American companies. Our mission is to offer development talent who enjoy taking on challenging work, want to grow their skills and experiences building software, and excel in a fast-paced, dynamic team environment. We are focused on providing world-class remote resources to work as valued team members for our clients. If this type of opportunity excites you, then consider joining our team!