Revenue Operations Specialist

MaximaTek

New Jersey

On-site

USD 65,000 - 100,000

Full time

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Job summary

MaximaTek is seeking a detail-oriented Revenue Operations Specialist to optimize processes, data, and reporting that drive revenue growth. You will collaborate with Sales, Marketing, Customer Success, Finance, and Leadership to improve efficiency and CRM accuracy.

Ideal candidates range from entry-level with strong analytical and CRM skills to mid-level with hands-on Revenue/Sales Operations experience. Join a growing team and help scale our revenue programs.

Qualifications

Bachelor's degree or higher in a business, analytics, or tech-related field.
Solid analytical and problem-solving skills with attention to detail.
Strong knowledge of Excel/Sheets for data manipulation and reporting.
Interest in CRM systems, sales tech, analytics, and business operations.

Responsibilities

Support day-to-day Revenue Operations activities across Sales, Marketing, and Customer Success.
Analyze existing revenue processes and identify opportunities for improvement.
Document business processes, workflows, and standard operating procedures.
Support lead-to-opportunity and opportunity-to-close processes.
Identify operational bottlenecks and recommend process improvements.
Assist with implementing scalable processes as the organization grows.

Skills

Revenue Operations

CRM Management

Data Analysis

Forecasting

Process Improvement

Workflow Automation

Data Quality Management

Business Analysis

Cross-Functional Collaboration

Problem Solving

Communication

Attention to Detail

Education

Bachelor's degree in Business, Marketing, Finance, Economics, Information Systems, Computer Science, Data Analytics, or a related field

Tools

Salesforce

HubSpot

Power BI

Tableau

Looker

SQL

Job description

We are seeking a detail-oriented and analytical Revenue Operations Specialist to support and optimize the processes, systems, data, and reporting that drive revenue growth.

The Revenue Operations Specialist will work closely with Sales, Marketing, Customer Success, Finance, and Leadership to improve operational efficiency, maintain accurate CRM data, automate workflows, monitor pipeline performance, and provide actionable business insights.

This position is suitable for candidates ranging from entry-level professionals with strong analytical and CRM skills to mid-level professionals with hands-on Revenue Operations or Sales Operations experience.

Key Responsibilities

Revenue Operations & Process Management

Support day-to-day Revenue Operations activities across Sales, Marketing, and Customer Success.
Analyze existing revenue processes and identify opportunities for improvement.
Document business processes, workflows, and standard operating procedures.
Support lead-to-opportunity and opportunity-to-close processes.
Identify operational bottlenecks and recommend process improvements.
Assist with implementing scalable processes as the organization grows.

CRM Administration & Data Management

Maintain and update CRM systems such as Salesforce, HubSpot, or similar platforms.
Ensure accuracy, consistency, and completeness of customer, lead, account, and opportunity data.
Perform data cleanup, deduplication, validation, and enrichment.
Manage CRM fields, records, views, reports, and dashboards.
Support lead routing, assignment rules, pipeline stages, and lifecycle management.
Troubleshoot basic CRM and workflow issues and coordinate with technical teams when required.

Reporting & Analytics

Build and maintain reports and dashboards related to:
Lead conversion
Win/loss rates
Forecasting
Analyze revenue and sales data to identify trends and opportunities.
Prepare recurring reports for Sales and Leadership teams.
Support forecasting and business planning activities.
Use Excel or Google Sheets to perform data analysis and reporting.
Support sales teams with CRM processes, pipeline management, and reporting.
Assist with quote, pricing, contract, and deal approval workflows when applicable.
Monitor opportunities to ensure accurate stages, close dates, and revenue information.
Support territory, account, and lead assignment processes.
Assist with sales compensation and commission reporting when required.

Cross-Functional Collaboration

Partner with Sales, Marketing, Finance, Customer Success, and IT.
Translate business requirements into CRM and operational solutions.
Provide training and support to users on CRM processes and tools.
Communicate operational issues and recommendations to stakeholders.

Required Qualifications

Entry-Level Candidates

Bachelor's degree in Business, Marketing, Finance, Economics, Information Systems, Computer Science, Data Analytics, or a related field.
Strong analytical and problem-solving skills.
Good knowledge of Microsoft Excel or Google Sheets.
Strong attention to detail and data accuracy.
Excellent written and verbal communication skills.
Interest in CRM systems, sales technology, analytics, and business operations.

Mid-Level Candidates

2–5 years of experience in Revenue Operations, Sales Operations, Marketing Operations, Business Operations, or a related role.
Hands-on experience with Salesforce, HubSpot, or another CRM platform.
Experience with CRM reporting, dashboards, workflows, and data management.
Experience analyzing sales/revenue metrics and supporting pipeline reporting.
Experience with process improvement and automation.

Preferred Technical Skills

HubSpot
Microsoft Excel / Google Sheets
Power BI, Tableau, or Looker
SQL – basic to intermediate
CRM workflow automation
Marketing automation platforms
CPQ / quoting tools
Data integration concepts and APIs

Experience with tools such as Salesloft, Outreach, Gong, ZoomInfo, Apollo, LinkedIn Sales Navigator, DocuSign, or similar GTM technologies is a plus. Current RevOps postings commonly emphasize CRM administration, workflow automation, reporting, data hygiene, and sales-tech-stack management.

Key Skills