Sales Operations Coordinator/Junior Salesforce Admin
Generis
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Benefits offered by this job
Job summary
Generis is seeking a Revenue Operations Coordinator to support our sales, marketing and event teams with CRM systems and data integrity. You will handle Salesforce basics, user support, data hygiene, and simple reporting to keep dashboards accurate.
Based in Downtown Toronto, the role starts in-office for 90 days with potential remote flexibility after. A strong candidate brings 1–2 years of RevOps or Salesforce experience and a keen eye for detail.
Qualifications
- 1-2 years of experience in Salesforce support or sales operations.
- Foundational knowledge of Salesforce core features (user setups, basic reports/dashboards, list views, and data entry).
- Proficiency in Google Sheets and/or Excel for basic data sorting, formatting, and analysis.
- Understanding of B2B sales processes, lead lifecycles, and opportunity management.
- High attention to detail, strong problem-solving initiative, and clear written/verbal communication skills.
- Strong eagerness to learn revenue operations, CRM architecture, and automation.
Responsibilities
- Assist with basic user administration (account setup, standard permissions, and password resets).
- Perform routine data hygiene tasks including deduplication, record updates, and simple imports/exports.
- Help create and maintain basic reports, list views, and dashboards for internal teams.
- Assist senior team members in testing minor field updates and simple workflow updates.
- Help compile daily and weekly activity tracking logs, cross-referencing activity across Dialpad and Google Meet.
- Serve as first-line support for routine RevOps tickets and requests (e.g., lead visibility, basic report updates, logging issues).
- Escalate complex pipeline or technical discrepancies to the Senior RevOps Manager.
- Monitor basic data syncs between Salesforce, HubSpot, ZoomInfo, and Dialpad to flag obvious errors.
- Assist in conducting user validation testing when new fields or basic integrations are deployed.
- Create user accounts across tech stack managing permissions and license assignments.
- Provide first line system guidance and troubleshooting for new and existing users, escalating complex queries to Senior RevOps Manager.
- Reinforce process adherence across teams and proper CRM use to maintain data integrity.
- Help document common support procedures, SOPs, and field definitions.
- Assist in maintaining an up-to-date internal knowledge base for end-users.
- Participate in ongoing data standardization and clean-up efforts.
- Support system improvement projects by handling configuration testing, data validation, and documentation.
- Identify small process optimizations to reduce manual entry and improve usability across departments.
- Participate in new technology evaluations and assist with rollout testing and feedback collection.
Skills
Tools
Job description
2025 - The America's Fastest-Growing Companies - Financial Times
2024 - Canada's Top Growing Companies - The Globe and Mail
2020 - The America's Fastest-Growing Companies - Financial Times
2020 - Growth List of Canada's Fastest-Growing Companies - Canadian Business and Macleans
2020 - Canada's Top Growing Companies - The Globe and Mail
2019 - Canada's Top Growing Companies - The Globe and Mail
Generis was formed with the vision of redefining how knowledge transfer and face-to-face interactions take place. We see an opportunity to enhance the partnership experience by understanding how executives and professionals create and sustain successful relationships. Our commitment to delivering world-class content and connecting business ideas with relationship opportunities is the Generis experience. We are thrilled to have expanded our operations across both the North American and European markets!
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The Revenue Operations Coordinator plays an essential supporting role in maintaining Generis' commercial systems and helping ensure our sales, marketing, and event teams work with accurate and reliable data. Working under the guidance of the Senior Revenue Operations Manager, this position assists with day-to-day Salesforce tasks, data hygiene, basic reporting, and user support across integrated tools like HubSpot, ZoomInfo, and Dialpad.
Location: Downtown Toronto, ON (Richmond/Bathurst)
Work Arrangement: First 90 days will be 100% in office. Work-from-home flexibility up to 4 days each month following the initial 90 day period based on performance in good standing.
Reports To: Senior Revenue Operations Manager
Type: Full-Time, Permanent
- 1-2 years of experience in Salesforce support or sales operations.
- Foundational/working knowledge of Salesforce core features (user setups, basic reports/dashboards, list views, and data entry).
- Proficiency in Google Sheets and/or Excel for basic data sorting, formatting, and analysis.
- Understanding of B2B sales processes, lead lifecycles, and opportunity management.
- High attention to detail, strong problem-solving initiative, and clear written/verbal communication skills.
- Strong eagerness to learn revenue operations, CRM architecture, and automation.
- Salesforce Certified Associate or working toward a Salesforce Administrator certification.
- Prior exposure to tools like HubSpot, ZoomInfo, Dialpad, or similar B2B tech platforms.
- Familiarity with Salesforce flows, integrations, or workflow automation.
- Assist with basic user administration (account setup, standard permissions, and password resets).
- Perform routine data hygiene tasks including deduplication, record updates, and simple imports/exports.
- Help create and maintain basic reports, list views, and dashboards for internal teams.
- Assist senior team members in testing minor field updates and simple workflow updates.
- Help compile daily and weekly activity tracking logs, cross-referencing activity across Dialpad and Google Meet.
- Serve as first-line support for routine RevOps tickets and requests (e.g., lead visibility, basic report updates, logging issues).
- Escalate complex pipeline or technical discrepancies to the Senior RevOps Manager.
- Monitor basic data syncs between Salesforce, HubSpot, ZoomInfo, and Dialpad to flag obvious errors.
- Assist in conducting user validation testing when new fields or basic integrations are deployed.
- Create user accounts across tech stack managing permissions and license assignments.
- Provide first line system guidance and troubleshooting for new and existing users, escalating complex queries to Senior RevOps Manager.
- Reinforce process adherence across teams and proper CRM use to maintain data integrity.
- Help document common support procedures, standard Operating Procedures (SOPs), and field definitions.
- Assist in maintaining an up-to-date internal knowledge base for end-users.
- Participate in ongoing data standardization and clean-up efforts.
- Support system improvement projects by handling configuration testing, data validation, and documentation.
- Identify small process optimizations to reduce manual entry and improve usability across departments.
- Participate in new technology evaluations and assist with rollout testing and feedback collection.
- Base salary with annual review periods for growth
- Annual bonus based on personal and company performance
- 10 days' vacation + 5 paid personal days, and all business days between Dec 25th - Jan 1st are bonus paid holidays for all staff!
- Health Benefits after 3 months + health spend account
- Corporate discount for Goodlife gym membership and flexible lunch hour
- Incentives and opportunity for travel to attend our business summits in the US
- Fast-track to the weekend with Friday's ending at 4:30PM
- End-of-month work socials in addition to our Summer and Winter annual parties
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