Revenue Operations Specialist

Scale Army

The Revenue Operations Specialist will play a key role in managing and optimizing Salesforce processes, improving data integrity, and driving cross-platform integrations. This position involves hands-on work in data management, dashboard reporting, and workflow enhancement. Working closely with sales, marketing, and customer support teams, the specialist will ensure Salesforce and connected systems operate seamlessly to support business growth and decision-making.

Key Responsibilities

Salesforce Administration and Process Optimization:

• Maintain and enhance the Salesforce instance, ensuring high-quality data and alignment with business objectives.

• Lead efforts to backfill and enrich historical data for improved accuracy and completeness.

• Streamline workflows and optimize configurations for efficient performance.

System Integrations:

• Manage integrations between Salesforce and other business platforms, such as Zendesk, to improve automation and data consistency.

• Collaborate with technical teams to enhance system connectivity and scalability.

Dashboard and Reporting Enhancements:

• Design, build, and maintain Salesforce dashboards that provide actionable insights and real-time metrics.

• Regularly update reports to ensure stakeholders have access to relevant and accurate data.

Data Transformation and Management:

• Process and prepare lead lists and other datasets in Excel for import into Salesforce.

• Apply advanced Excel techniques (pivot tables, formulas) to improve data analysis and reporting efficiency.

Cross-Functional Collaboration:

• Partner with sales, marketing, and support teams to align system workflows with operational goals.

• Provide ongoing training and support to internal users to ensure consistent adoption and system utilization.

Qualifications

Experience:

• 3 5 years of experience in Salesforce administration focused on optimization, data enrichment, and workflow improvement.

• Proven success enhancing Salesforce configurations, managing complex processes, and maintaining high data accuracy.

• Experience integrating Salesforce with other business systems and managing API connections (experience with API calls is a plus).

• Familiarity with BI tools such as Tableau or Power BI for reporting and dashboard optimization (preferably with hands-on implementation experience).

• Experience with marketing tools such as HubSpot, Teachable, and Zendesk, and platforms like NetSuite, Iterable, and Unbounce, is a plus.

Skills:

• Proficiency in Excel, including pivot tables, formulas, and data modeling.

• Strong analytical and problem-solving skills with the ability to identify and implement process improvements.

• Hands-on execution mindset, focused on data management and process optimization.

• Excellent communication and collaboration abilities with cross-functional teams.

• Detail-oriented, organized, and proactive in improving data systems and reporting.