Revenue Operations Specialist jobs in United States
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Big Leap · 1 month ago

Revenue Operations Specialist

Big Leap is an award-winning digital marketing company focused on building trust and relationships. They are seeking a Revenue Operations Specialist to optimize and manage marketing automation and CRM systems, ensuring seamless sales and marketing operations through technical expertise and strategic thinking.

AdvertisingContent MarketingDigital MarketingMarketingSEOSocial Media
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Growth Opportunities

Responsibilities

Maintain, update, and optimize client CRMs
Design, refine, and enhance workflows and automation processes
Ensure deals, companies, and contacts are properly structured for clear reporting
Identify opportunities to streamline operations through automation
Design, test, and implement Zapier workflows to enhance efficiency
Manage automation updates and routine maintenance
Document processes for smooth team/client handoffs
Improve repetitive tasks like proposal generation or automated email updates
Track key projects such as MRR tracking and attribution reporting
Maintain project trackers in Google Sheets or project management tools
Collaborate with sales, leadership, and operations teams to align processes
Create detailed documentation for workflows, automations, and CRM usage
Develop training materials (guides, videos) to support internal teams and clients
Assist in onboarding new team members or clients by explaining CRM systems and processes
Monitor tracking inconsistencies across platforms (HubSpot, Google Ads, etc.)
Identify optimization opportunities for lead attribution and cost efficiencies
Provide data-driven insights and recommend campaign adjustments
Conduct CRM audits and implement optimizations based on client needs
Develop and set up workflows and automations tailored for clients
Prepare materials for client meetings and provide recaps or strategic recommendations
Identify bottlenecks in workflows and propose scalable solutions
Research and test new tools for improving automation and operational efficiency
Continuously audit and enhance existing processes for better performance
Other duties as assigned

Qualification

HubSpot CRMProcess AutomationData AnalysisZapierGoogle SheetsProject ManagementWritten CommunicationVerbal CommunicationProblem SolvingCreativity

Required

HubSpot CRM experience (admin-level preferred)
Experience with platforms like Klaviyo, ActiveCampaign, etc
Strong analytical skills, with the ability to interpret and present data
Proficiency in Google Sheets/Excel (advanced formulas, pivot tables, etc.)
Strong organizational and project management abilities
Excellent written and verbal communication skills
A problem-solving mindset with a proactive approach to troubleshooting
Creativity and innovation in process improvement and automation
Ability to work independently and manage multiple projects with minimal supervision
Proficiency in Google Docs, Sheets, Slides, or Microsoft Word, Excel, and PowerPoint
Ability to understand a client's business model and how to strategically support different industry verticals (ecomm, Saas, etc)

Preferred

Experience with Zapier (preferred) or other automation tools

Benefits

Remote or Hybrid work capability.
Flexible PTO.
Flexible work hours.
Gym membership reimbursement.
Comprehensive medical, dental, vision, 401(k) matching, and life insurance benefits.
Opportunities for growth to enhance your skills and advance your career.
A highly-rated company culture, collaborative team dynamics, and much more!

Company

Big Leap

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Big Leap is a digital marketing agency focusing on custom solutions for SEO, PPC, content marketing, and social media.

Funding

Current Stage
Growth Stage

Leadership Team

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Bryan Phelps
Founder & CEO
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Company data provided by crunchbase