Remote Revenue Operations Specialist

pmweb; United States; Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

Remote work within US

Medical benefits

Dental benefits

401(k)

Paid time off

Professional development

Career growth

Job summary

PMWEB is seeking a Revenue Operations Specialist to join a remote, US-based team. You will maintain CRM data, support forecasting, and build dashboards that drive revenue decisions across Sales, Marketing, and Leadership.

Ideal candidates are analytical, highly organized, and comfortable working across departments to optimize processes, reporting, and automation while collaborating with cross-functional teams from Finance to Sales.

Qualifications

• 1+ years of experience in Revenue Operations, Sales Operations, Business Operations, or a related analytical role.
• Strong analytical and problem-solving skills.
• Experience working with CRM systems and sales data.
• Strong Excel or Google Sheets skills.
• Excellent attention to detail and data accuracy.
• Strong organizational and project-management skills.
• Ability to manage multiple priorities in a remote environment.
• Strong written and verbal communication skills.

Responsibilities

• Manage and maintain revenue and sales operations processes across the organization.
• Administer and maintain CRM systems, ensuring accurate account, contact, opportunity, and activity data.
• Monitor CRM data quality, identify inconsistencies, and implement improvements.
• Build and maintain sales and revenue reports, dashboards, and performance tracking.
• Support pipeline management, forecasting, territory management, and sales reporting.
• Track key revenue metrics including pipeline creation, conversion rates, sales activity, win rates, and revenue performance.
• Support the Business Development and Account Executive teams with lead routing, account assignments, prospect data, and sales processes.
• Manage and improve lead lifecycle and lead qualification processes.

Skills

CRM systems experience

Analytical skills

Excel or Google Sheets

Data accuracy

Remote work in a distributed team

Communication skills

Education

Bachelor's degree in Business, Finance, Marketing, Analytics, Information Systems, or related field

Tools

Salesforce

HubSpot

Job description

Remote Revenue Operations Specialist

Location: Remote — United States
Department: Revenue / Sales Operations
Reports To: Revenue Operations / Sales Leadership
Employment Type: Full-Time
Salary: $65,000–$85,000 per year

About PMWEB

PMWEB is an enterprise software company specializing in construction technology (ConTech) and capital project management. Our platform helps organizations plan, manage, and control complex capital projects and programs across industries including aviation, healthcare, infrastructure, financial services, higher education, real estate, and more.

As PMWEB continues to expand its enterprise software business, we are looking for a Revenue Operations Specialist to help build efficient, data-driven processes across Sales, Marketing, and Revenue teams.

The Opportunity

The Revenue Operations Specialist will help PMWEB improve the systems, processes, data, and reporting that support revenue growth.

This role is ideal for someone who is analytical, highly organized, technology-oriented, and enjoys turning data and processes into practical improvements. You will work closely with Sales, Marketing, and leadership to maintain accurate CRM data, improve sales processes, monitor performance, and provide insights that help the organization make better decisions.

Key Responsibilities

• Manage and maintain revenue and sales operations processes across the organization.
• Administer and maintain CRM systems, ensuring accurate account, contact, opportunity, and activity data.
• Monitor CRM data quality, identify inconsistencies, and implement improvements.
• Build and maintain sales and revenue reports, dashboards, and performance tracking.
• Support pipeline management, forecasting, territory management, and sales reporting.
• Track key revenue metrics including pipeline creation, conversion rates, sales activity, win rates, and revenue performance.
• Support the Business Development and Account Executive teams with lead routing, account assignments, prospect data, and sales processes.
• Manage and improve lead lifecycle and lead qualification processes.
• Assist with sales forecasting and pipeline reviews.
• Identify process inefficiencies and recommend automation or workflow improvements.
• Support sales compensation and commission reporting as needed.
• Coordinate with Marketing on lead generation, campaign tracking, attribution, and lead handoffs.
• Help establish standardized processes and documentation for the Revenue organization.
• Conduct data analysis to identify trends, opportunities, and potential issues within the sales pipeline.
• Support CRM integrations, sales tools, and other revenue technology platforms.
• Prepare recurring reports and presentations for sales leadership and management.
• Collaborate with Sales, Marketing, Finance, and leadership on revenue-related projects.
• Assist with the implementation of new tools, workflows, and operational initiatives.

Qualifications

Required

• 1+ years of experience in Revenue Operations, Sales Operations, Business Operations, or a related analytical role.
• Strong analytical and problem-solving skills.
• Experience working with CRM systems and sales data.
• Strong Excel or Google Sheets skills.
• Excellent attention to detail and data accuracy.
• Strong organizational and project-management skills.
• Ability to manage multiple priorities in a remote environment.
• Strong written and verbal communication skills.Ability to work independently while collaborating effectively with cross-functional teams.

Preferred

• Experience with Salesforce, HubSpot, or similar CRM platforms.
• Experience with sales automation and revenue technology tools.
• Experience in B2B SaaS or enterprise software.
• Experience supporting an enterprise sales organization.
• Familiarity with sales forecasting, pipeline management, and CRM reporting.
• Experience with BI/reporting tools.
• Experience in construction technology, project management software, real estate technology, or another B2B technology environment.
• Bachelor's degree in Business, Finance, Marketing, Analytics, Information Systems, or a related field.

Key Performance Indicators

Success in this role may be measured by:

• CRM data accuracy and completeness
• Pipeline reporting accuracy
• Forecasting support and reliability
• Revenue reporting quality
• Lead routing and conversion efficiency
• Sales-process efficiency
• Timeliness of reporting
• Adoption of revenue tools and processes
• Successful implementation of operational improvements
• Contribution to overall revenue-team efficiency

What PMWEB Offers

• $65,000–$85,000 annual salary
• Remote work within the United States
• Medical and dental benefits
• 401(k)
• Paid time off
• Professional development opportunities
• Exposure to enterprise software and major capital projects
• Opportunity to work closely with Sales, Marketing, Finance, and company leadership
• Career growth within a growing enterprise software organization

Career Growth

This role can provide a path toward positions such as:

Revenue Operations Specialist → Senior Revenue Operations Specialist → Revenue Operations Manager → Director of Revenue Operations

Additional opportunities may include Sales Operations, Business Operations, Sales Strategy, or GTM Operations.

Why Join PMWEB?

PMWEB sits at the intersection of enterprise software, construction technology, and capital project management. This is an opportunity to play a meaningful role in building the systems and processes behind a growing B2B software business while working with teams serving organizations managing complex, high-value projects.