Revenue Operations Specialist (Toronto, Canada)

Socket.dev; Toronto; On-site; CAD 70,000 - 110,000; Full time

Job summary

Intelex Technologies, ULC is seeking a detail‑oriented Revenue Operations Specialist to support the Quote-to-Cash process. You will partner with Sales, Renewals, Finance, Billing, and Legal to review complex transactions and ensure data accuracy and policy compliance.

You will maintain data in Salesforce and DealHub, act as SME for QTC tools, and drive rollout and continuous improvement of quoting processes in a fast-paced SaaS environment. Bachelor’s degree required.

Qualifications

• 2+ years of experience in Revenue Operations, Sales Operations, Deal Desk, Sales Support, or related role.
• Experience with Salesforce CRM and CPQ platforms (DealHub preferred).
• Strong written and verbal communication, analytical thinking, and organizational skills.

Responsibilities

• Review and support complex sales opportunities, quotes, and terms for policy compliance.
• Review customer-facing quotes, orders, and documentation for completeness and accuracy.
• Collaborate with Sales, Renewals, Finance, Billing, Legal, and cross-functional teams to resolve deal-related questions and drive timely execution.
• Maintain accurate opportunity, quote, and customer data in Salesforce, DealHub, and other systems.
• Serve as SME on quoting, policies, systems, and QTC processes; respond to internal inquiries and provide guidance.
• Lead rollout and ongoing improvement of QTC tools and processes across the organization.
• Participate in UAT for new quote tool releases and validate new functionality before deployment.
• Develop and maintain process documentation and training materials; deliver training to drive adoption.
• Drive continuous improvement by streamlining workflows and automating manual processes.

Skills

Attention to detail

Analytical thinking

Communication

Organizational skills

Time management

Independent work

Customer-focused

Problem-solving

Ambiguity handling

Education

Bachelor's degree in Business, Commerce, Finance, Operations, or related

Tools

Salesforce CRM

CPQ (DealHub)

MS Office

MS Teams

Outlook

Job description

Revenue Operations Specialist

Position Overview

The Revenue Operations Specialist plays a key role in supporting Intelex's Quote-to-Cash (QTC) process by partnering with Sales, Renewals, Finance, Billing, Legal, and other cross-functional teams. This role is responsible for reviewing and supporting complex commercial transactions, ensuring data accuracy, operational compliance, and an exceptional internal customer experience.

The ideal candidate is detail-oriented, analytical, collaborative, and continuously seeks opportunities to improve processes and operational efficiency in a fast-paced SaaS environment.

Responsibilities

• Review and support complex sales opportunities, quotes, and commercial terms to ensure compliance with company policies and approval guidelines.
• Review customer-facing quotes, order forms, and commercial documentation for completeness, accuracy, and operational readiness.
• Partner with Sales, Renewals, Finance, Billing, Legal, and other cross-functional teams to resolve deal-related questions and drive timely execution.
• Maintain accurate opportunity, quote, and customer data within Salesforce, DealHub, and other Revenue Operations systems.
• Serve as a trusted advisor on quoting, policies, systems, and Quote-to-Cash (QTC) processes by responding to internal inquiries and providing guidance.
• Lead and support the rollout, adoption, and continuous enhancement of Quote-to-Cash tools and processes across the organization.
• Participate in user acceptance testing (UAT) for new quote tool release and validate new functionality before deployment.
• Act as the subject matter expert (SME) for the quote tool by troubleshooting issues, gathering user feedback, identifying system bugs and process gaps, and partnering with internal teams and vendors to implement improvements.
• Develop and maintain process documentation, training materials, and standard operating procedures, and deliver training to drive user adoption and process consistency.
• Drive continuous improvement initiatives by streamlining workflows, automating manual processes, enhancing system functionality, and improving the overall Quote-to-Cash experience.
• Support Sales operations and other Revenue Operations initiatives as required.

Qualifications

• 2+ years of experience in Revenue Operations, Sales Operations, Deal Desk, Sales Support, or a related operational role.
• Experience with Salesforce CRM.
• Experience with CPQ platforms (DealHub preferred).
• Strong Microsoft Office, MS Teams, Outlook skills.
• Exceptional attention to detail and accuracy.
• Strong analytical and critical thinking skills.
• Excellent written and verbal communication skills.
• Strong organizational and time management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently while collaborating effectively across teams.
• Customer-focused mindset with strong problem-solving abilities.
• Comfortable working with ambiguity and evolving business requirements.

Preferred Skills

• Experience partnering with Sales, Finance, Billing, Renewals, and Legal.
• Continuous improvement mindset with experience identifying process efficiencies.
• Experience supporting complex pricing models and commercial transactions.
• Ability to influence stakeholders and manage competing priorities.
• Experience supporting a SaaS or subscription-based software company.
• Experience with Quote-to-Cash (QTC), Order-to-Cash (OTC), or commercial operations is considered an asset.

Education

Bachelor's degree in Business, Commerce, Finance, Operations, or a related discipline, or equivalent practical experience.

Fortive Corporation Overview

Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.

At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.

At Fortive, we believe in growth. We’re honest about what’s working and what isn’t, and we never stop improving and innovating.

Fortive: For you, for us, for growth.

About Intelex

Trusted Since 1992, Intelex Technologies, ULC. is a global leader in the development and support of software solutions for Environment, Health, Safety and Quality (EHSQ) programs. Our scalable, web-based software provides clients with unprecedented flexibility in managing, tracking and reporting on essential corporate information. Intelex software easily integrates with common ERP systems like SAP and PeopleSoft creating a seamless solution for enterprise-wide information management. Intelex’s friendly, knowledgeable staff ensures our almost 1400 clients and over 3.5 million users from companies across the globe get the most out of our groundbreaking, user-friendly software solutions. Visit www.intelex.com to learn more.
We Are an Equal Opportunity Employer Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at [e-mail].