Lead Revenue Operations Specialist

Cacheflow; Houston (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Stock options + 401(k) match

Medical, dental, vision coverage

Flexible PTO

Paid parental leave

Work From Anywhere Month

Commuter benefits

Team offsites

Job summary

Homebase is seeking a Lead Revenue Operations Specialist to own major RevOps initiatives and potentially manage a portion of the tech stack. You’ll drive multi‑team projects, coach teammates on AI-enabled workflows, and partner across Sales, Marketing, Analytics, and Finance to scale with speed and precision.

You’ll design scalable processes, optimize forecasting and capacity planning, and lead data visibility efforts with strong cross-functional collaboration and project leadership.

Qualifications

• 5+ years in Revenue Operations or related GTM operations role.
• Strong Salesforce expertise; able to design scalable processes and automation.
• Familiarity with GTM tools and how they connect with the broader tech stack.
• Proven ability to scope and lead projects end-to-end with cross-functional partners.
• AI tooling familiarity to streamline RevOps workflows.
• Exceptional communication and leadership across teams.

Responsibilities

• Contribute to the shared ownership of Salesforce—driving adoption, design, automation, and scalable integrations.
• Support the implementation and administration of the GTM tech stack and build scalable connections between systems.
• Lead design and development of processes for forecasting, capacity planning, and GTM performance management.
• Scope and lead cross-functional RevOps projects with Sales, Marketing, Customer Support, Analytics, and Finance.
• Drive roadmap for data visibility and reporting with business leaders.
• Ensure project management with stakeholder alignment and timely delivery.
• Coach GTM stakeholders on AI-enabled workflows and tools.
• Advise on funnel strategy to improve conversion and velocity.

Skills

Salesforce expertise

Databricks

GTM tools

Project management

AI tooling

Cross-functional collaboration

Stakeholder influence

Education

Salesforce Developer Certification (preferred)

Tools

Talkdesk

Calendly

Mogli

Omni BI knowledge

Job description

Hi, Future Homie!

At Homebase, you’ll join a team that’s bold, fast-moving, and obsessed with helping small businesses thrive. We build with empathy, act with urgency, and take big swings that drive real‑world impact. Here, every Homie shows up to raise the bar, support one another, and celebrate wins as a team.

We’re not just building an app—we’re building unstoppable teams. So what do you say, are you in?

Impact Starts Here

As a Lead Revenue Operations Specialist, you'll take the reins on major RevOps initiatives. You'll not only build solutions and partner cross-functionally—you'll own a significant portion of our tech stack or funnel, scope and lead multi-team projects, and coach teammates on AI-enabled ways of working. You're both a builder and a strategist, enabling Homebase to scale with speed and precision.

These are the key ways you’ll contribute and create impact in this role:

• Contribute to the shared ownership of Salesforce—driving adoption, design, automation, and scalable integrations as part of a collaborative ownership model.
• Support the implementation and administration of our GTM tech stack—serve as an administrator for the tools and processes while helping to build scalable connections between systems and processes.
• Lead the design and development of technical processes and frameworks that support forecasting, capacity planning, and GTM performance management.
• Scope, design, and lead cross-functional RevOps projects with Sales, Marketing, Customer Support, Analytics, and Finance stakeholders.
• Assist in driving the roadmap for data visibility and reporting—partnering closely with business leaders.
• Build organizational clarity around RevOps initiatives—ensuring strong project management, stakeholder alignment, and delivery against milestones.
• Collaborate with other RevOps team members and coach GTM stakeholders on leveraging AI to retool workflows.
• Act as a trusted advisor on funnel strategy, recommending changes that increase conversion and velocity.

The Foundation for Success - These are the experiences and strengths that will set you up for success in this role:

• 5+ years in Revenue Operations or related GTM operations role.
• Strong Salesforce expertise; able to design scalable processes and automation. (Salesforce Developer Certification preferred)
• Strong Databricks & Omni knowledge (preferred) or equivalent BI/analytics platform experience.
• Familiarity with GTM tools and how they connect with the broader tech stack (e.g., Talkdesk, Calendly, Mogli).
• Proven ability to scope and lead projects end-to‑end with cross-functional partners.
• Demonstrated ownership of a significant portion of a revenue funnel or tech stack.
• Strong project management and organizational skills—able to manage multiple priorities with clarity.
• AI fluency—comfortable managing GTM AI tooling (e.g., Gong, Sierra) and utilizing AI to streamline RevOps workflows (ChatGPT, Claude, Cursor); coaches others on AI-enabled ways of working.
• Exceptional communication, influence, and leadership across teams.

The Homie Way - These principles guide everything we do—from how we work and make decisions to how we show up for each other.

• Be Customer Obsessed – Solve problems with empathy and creativity.
• Move Fast, Learn Fast – Experiment, take action, and grow every day.
• Own Your Impact – Think big, focus on what matters, and make decisions you stand behind.
• Master Your Craft – Excellence fuels impact—show up, step up, and make your mark.
• Win Together – Put goals over roles, lead with trust, and connect to our mission and each other.

What We Offer (Canada)

• Ownership & Savings: Stock options + TFSA/RRSP with 4% company match
• Health & Wellness: Comprehensive medical, dental, and vision for you and your dependents
• Time Flexibility: Flex time off + company holidays + designated focus periods
• Family Support: Maternity/Parental Leave EI top-up support offered (after 6 months of service)
• Work Your Way: Work From Anywhere Month + meeting‑free weeks yearly
• Protection Plans: Life insurance + short/long‑term disability coverage
• Workspace Perks: Meals provided, team offsites, and Customer Days
• Our Hybrid Rhythm: We believe collaboration drives impact. That’s why Monday‑Thursday are our required in‑office days — a time to move faster as a team, build deeper connections, make better decisions, and build together. Fridays are flexible — work from home or come in, your call.

What We Offer (United States)

• Ownership & Financial Security: Stock options + 401(k) with 4% match
• Comprehensive Healthcare: Medical, dental, and vision coverage + FSA options
• Time Flexibility: Flexible PTO + company holidays
• AI access, for real: We invest in builders and believe that curiosity shouldn't have a paywall. That means you'll have access to paid AI tools with minimal restrictions, so you can build, experiment, and level up your craft.
• Family Support: Up to 12 weeks of paid parental leave (after 6 months of service)
• Protection Plans: Life insurance + short/long‑term disability coverage
• Work Your Way: Work From Anywhere Month + meeting‑free weeks yearly
• Workspace Perks: Meals provided, commuter benefits, team offsites, and Customer Days
• Our Hybrid Rhythm: We believe collaboration drives impact. That’s why Monday‑Thursday are our required in‑office days — a time to move faster as a team, build deeper connections, make better decisions, and build together. Fridays are flexible — work from home or come in, your call.

What to Expect During the Interview Process

• Meet the Talent Acquisition team, Kaitlyn S.
• Meet the Hiring Manager, Rich D.
• Participate in a Technical Showcase with Rich D. & Justin S.
• Meet the VP of Sales & Customer Experience, Greg D.
• Background Check + Offer Stage
• Welcome to the team, Homie

Belonging at Homebase - We’re committed to fostering a welcoming space where every Homie can be their full self. Experience comes in many forms—so if you're excited about this role, even if you don’t meet 100% of the qualifications, we encourage you to apply!

Hey, We’re Homebase

Homebase is the everything app for hourly teams—built to simplify the day-to-day and superpower local businesses. With tools for scheduling, time clocks, payroll, communication, HR, and more, we help teams stay connected and in control. Today, over 150,000 small (but mighty) businesses rely on us to make work radically easier. Together, we’ve tracked over a billion hours for 2M+ workers—and we’re just getting started.

At Homebase, we celebrate diversity and are proud to be an equal opportunity employer. We welcome all candidates and do not discriminate based on any legally protected status. If you need accommodations during the hiring process, please let us know—we’re committed to ensuring fair and equitable access for all.