Revenue Ops Specialist: CRM & Sales Analytics

PracticeSuite, Inc.; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

PracticeSuite, Inc. is seeking a Revenue Operations Specialist to support our growing sales organization.

This role will be a key administrative and operational partner to the sales team, ensuring CRM data, reporting, and processes are accurate and efficient. The ideal candidate is highly organized, detail-oriented, and comfortable with data and CRM systems, collaborating closely with sales leadership and representatives in a fast-paced environment.

Qualifications

• 4–6 years of experience in sales administration, sales operations, business administration, customer support, or a related role.
• Experience working with CRM systems; HubSpot experience is strongly preferred.
• Strong attention to detail and data accuracy.
• Strong organizational and time-management skills.
• Proficiency with Microsoft Office, particularly Excel.
• Ability to work with spreadsheets, reports, and large amounts of information.
• Strong written and verbal communication skills.
• Ability to prioritize multiple tasks and meet deadlines.
• Ability to work effectively with sales representatives, managers, and other departments.
• Strong problem-solving and analytical skills.
• Ability to work independently while also functioning effectively as part of a team.

Responsibilities

• Provide day-to-day administrative and operational support to the sales team.
• Assist sales representatives and managers with sales-related administrative tasks.
• Maintain accurate records of leads, prospects, opportunities, accounts, and customer information.
• Assist with the creation, maintenance, and organization of sales documentation.
• Track sales activities, opportunities, follow-ups, and pipeline information.
• Assist with preparation of sales reports, presentations, and management updates.
• Help ensure sales representatives are following established sales processes and procedures.
• Coordinate with other departments to obtain information needed to support sales activities.
• Maintain accurate and up-to-date information within the company's CRM system.
• Enter and update leads, contacts, accounts, opportunities, activities, and other sales information.
• Monitor CRM data for missing, outdated, or inaccurate information.
• Assist with CRM cleanup and data-quality initiatives.
• Help ensure sales representatives properly document calls, meetings, opportunities, and follow-up activities.
• Assist with CRM-related questions and basic troubleshooting for the sales team.
• Support implementation of new CRM processes, fields, reports, and workflows.
• Prepare recurring sales reports for sales leadership and management.
• Track key sales activity metrics, including calls, meetings, opportunities, pipeline activity, and other relevant KPIs.
• Maintain sales dashboards and spreadsheets as needed.
• Identify data discrepancies and work with appropriate team members to correct them.
• Assist leadership with ad hoc reporting and data requests.
• Help document and maintain sales processes and procedures.
• Monitor compliance with established sales workflows.

Skills

CRM systems

Attention to detail

Organizational skills

Time management

Communication

Problem-solving

Team collaboration

Education

Experience in related fields

Tools

HubSpot

Excel

Job description

PracticeSuite, Inc. is seeking a Revenue Operations Specialist to support our growing sales organization.

This role will be a key administrative and operational partner to the sales team, ensuring CRM data, reporting, and processes are accurate and efficient. The ideal candidate is highly organized, detail-oriented, and comfortable with data and CRM systems, collaborating closely with sales leadership and representatives in a fast-paced environment.