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Nextiva · 18 hours ago

Senior Revenue Operations Specialist (Small Business Segment)

Scottsdale, AZ

Full-time

Hybrid

Senior Level

5+ years exp

Nextiva is a global leader in customer experience and team collaboration, and they are seeking a highly motivated and data-driven Senior Revenue Operations Specialist. This role focuses on supporting the strategic growth of the Small Business segment by providing critical data insights, driving operational efficiencies, and ensuring alignment across go-to-market functions.

Call CenterCloud ComputingEnterprise SoftwareSaaSSoftware

Growth Opportunities

Responsibilities

Own the high-level customer journey from lead to advocate, aligning teams, processes, technology, data, and reporting across this spectrum, with formal responsibility beginning at lead creation in the system

Lead and support the evolution of Small Business processes and GTM strategy in collaboration with business unit leadership

Provide day-to-day operational support to sales leaders and managers with tools, data, and processes to enable rep productivity and segment growth in a high-velocity environment

Enable data-driven decision-making by enhancing visibility into funnel metrics, pipeline movement, customer health, and retention

Align GTM teams around shared processes, KPIs, and systems, helping establish consistent definitions and a single source of truth

Build, maintain, and enhance accurate and actionable Salesforce reporting and dashboards, partnering with BI as needed to extend analytical depth

Analyze sales performance data to identify trends, surface risks early, and recommend actionable improvements to close rates, efficiency, and throughput

Support regular reporting cadences, including daily and weekly performance monitoring, forecasting inputs, and monthly/quarterly reviews

Partner with Sales Managers to drive adoption of reporting tools, system workflows, and standardized processes, identifying opportunities to simplify and reduce friction

Assist in quota setting, capacity planning, and monitoring key Small Business performance metrics

Collaborate cross-functionally to support process improvements, system enhancements, data hygiene initiatives, and ad hoc projects

Leverage AI-enabled analysis and automation where appropriate to reduce manual effort and shift focus toward higher-value strategic work, while recognizing that strong data foundations and process design are prerequisites to effective automation

Qualification

Sales OperationsRevenue OperationsSalesforceData AnalysisProcess ImprovementAI AutomationCommunication SkillsTeam CollaborationCritical Thinking

Required

5+ years of experience in Sales Operations, Revenue Operations, Business Analysis, or a related role

Demonstrated success supporting a high-velocity sales motion, including transactional or single-call close environments (B2B or B2C acceptable)

Experience supporting both new business and upsell/retention motions

Strong analytical skills with a deep understanding of sales metrics, funnel dynamics, and customer journey performance

Proven ability to build or rebuild foundational processes, reporting, and data structures in environments that are not fully mature

Comfort operating across strategy and execution, with the ability to reduce manual analysis and redirect effort toward insight and action

Ability to take high-level direction and convert it into streamlined, scalable system and process builds

Excellent communication skills, with the ability to translate complex data into clear, actionable recommendations

Proficiency with Salesforce (required), analytics tools such as Sigma, Power BI, Tableau, or similar, and Excel (pivot tables, advanced formulas, data visualization)

A collaborative, team-oriented mindset with a strong sense of ownership and accountability

Preferred

Familiarity with sales engagement, enrichment, or routing tools (e.g., Outreach, Salesloft, Gong, ZoomInfo, LeanData, RingLead) is a plus

Demonstrated curiosity and working knowledge of AI or automation tools, particularly for accelerating analysis and reporting (expert-level AI experience not required)

Benefits

Health - Multiple health plan options to suit your needs, including medical, dental, vision, and telemedicine coverage

Insurance - Life, disability, and supplemental indemnity plans

Work-Life Balance ️ - Flexible Time Off (FTO) for salaried employees, PTO for hourly employees, Paid Sick Time (PST), paid parental bonding leave, and paid holidays

Financial Security - 401(k) with company match, Health Savings Accounts with company contributions, Dependent Care FSA

Wellness - Employee Assistance Program and comprehensive wellness initiatives

Growth - Access to ongoing learning and development opportunities and career advancement