Revenue Operations Specialist

Careerscape; Columbus (OH); Hybrid; USD 68,000 - 88,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k retirement plan with company max

Paid time off and paid holidays

Hybrid work schedule with flexibility

Professional development and training

Job summary

Careerscape is recruiting an experienced Revenue Operations Specialist for a Columbus-based, hybrid role that connects sales, marketing, and customer success. You will ensure data integrity, optimize CRM workflows, and build dashboards to track pipeline and forecasting metrics.

The role requires 3+ years in revenue or sales operations, hands-on Salesforce/CRM experience, and strong Excel/BI skills. A collaborative, detail-oriented mindset is essential for influencing cross-functional teams in a

Qualifications

• Bachelor's degree in business, finance, analytics, or a related field.
• Three or more years of experience in revenue operations, sales operations, or a related analytical role.
• Hands-on experience administering Salesforce or a comparable CRM platform.
• Strong Excel or Google Sheets skills, including pivot tables and formula-based modeling.
• Experience with reporting and BI tools such as Tableau, Looker, or Power BI.
• Familiarity with marketing automation platforms such as HubSpot or Marketo.
• Excellent analytical and problem-solving skills with high attention to detail.
• Strong communication skills and ability to work cross-functionally with sales and marketing teams.

Responsibilities

• Manage and optimize CRM data integrity, workflows, and automation across the revenue funnel.
• Build and maintain dashboards and reports tracking pipeline, conversion, and forecasting metrics.
• Partner with sales, marketing, and customer success leaders to identify process gaps and inefficiencies.
• Support territory planning, lead routing, and quota allocation processes.
• Administer and improve tools such as Salesforce, HubSpot, and related revenue tech stack integrations.
• Analyze funnel performance and deliver actionable insights to leadership.
• Document standard operating procedures for revenue-related workflows.
• Assist with monthly and quarterly revenue forecasting and pipeline reviews.
• Train and support sales and marketing teams on system usage and best practices.
• Identify opportunities to automate manual reporting and administrative tasks.

Skills

CRM data analysis

Analytical thinking

Cross-functional collaboration

Process improvement

Forecasting support

Education

Bachelor's degree in business/finance/analytics

Tools

Salesforce

HubSpot

Tableau/Looker/Power BI

Excel

Job description

Careerscape is recruiting on behalf of our client, a growing Columbus-based company, for an experienced Revenue Operations Specialist to join their team. In this hybrid role, you will serve as the connective tissue between sales, marketing, and customer success, ensuring the systems, data, and processes that drive revenue run smoothly and scale efficiently.

Day to day, you will live inside the CRM and reporting dashboards, spotting friction in the funnel and fixing it before it becomes a problem. This role suits someone who is equal parts analytical and operational, comfortable moving between a spreadsheet model and a conversation with a sales leader about why a metric moved. People who thrive here enjoy solving process puzzles, are naturally curious about the numbers behind the numbers, and take pride in making complex systems feel simple for the teams that rely on them.

COMPENSATION

The salary range for this role is $68,000 - $88,000 per year, based on experience and qualifications.

Additional compensation and benefits details will be shared during the hiring process.

RESPONSIBILITIES

• Manage and optimize CRM data integrity, workflows, and automation across the revenue funnel
• Build and maintain dashboards and reports tracking pipeline, conversion, and forecasting metrics
• Partner with sales, marketing, and customer success leaders to identify process gaps and inefficiencies
• Support territory planning, lead routing, and quota allocation processes
• Administer and improve tools such as Salesforce, HubSpot, and related revenue tech stack integrations
• Analyze funnel performance and deliver actionable insights to leadership
• Document standard operating procedures for revenue-related workflows
• Assist with monthly and quarterly revenue forecasting and pipeline reviews
• Train and support sales and marketing teams on system usage and best practices
• Identify opportunities to automate manual reporting and administrative tasks

REQUIREMENTS

• Bachelor's degree in business, finance, analytics, or a related field
• Three or more years of experience in revenue operations, sales operations, or a related analytical role
• Hands-on experience administering Salesforce or a comparable CRM platform
• Strong Excel or Google Sheets skills, including pivot tables and formula-based modeling
• Experience with reporting and BI tools such as Tableau, Looker, or Power BI
• Familiarity with marketing automation platforms such as HubSpot or Marketo
• Excellent analytical and problem-solving skills with high attention to detail
• Strong communication skills and ability to work cross-functionally with sales and marketing teams
• Comfort working in a fast-paced, hybrid environment with shifting priorities
• Medical, dental, and vision insurance
• 401k retirement plan with company match
• Paid time off and paid holidays
• Hybrid work schedule with flexibility
• Professional development and training budget
• Life and disability insurance
• Employee wellness programs
• Collaborative and growth-oriented team culture

EQUAL OPPORTUNITY STATEMENT

Careerscape and its hiring partners are equal opportunity employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, protected veteran status, or any other status protected by applicable law.