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

Desired Experience

Additional Information

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!