We are seeking a
Revenue Operations Specialist to join our dynamic Revenue Operations team. In this role, you will be a key partner to our Sales organization, focusing on optimizing the "Lead-to-Cash" journey. You will combine operational excellence with a service-oriented mindset to ensure our sales processes are efficient, transparent, and scalable.
The ideal candidate is a detail-oriented problem solver who enjoys bridging the gap between Sales, Finance, Legal, and Product. You will play a critical role in reducing sales friction, maintaining data integrity, and providing the insights necessary to drive predictable revenue growth.
Key Responsibilities
Revenue Operations
- Lead-to-Cash Support: Enable and support Sales Representatives throughout the Lead-to-Cash process, including opportunity validation, quote creation, and contracting.
- Cross-Functional Coordination: Coordinate with Sales, Finance, Legal, Product, and Data Analytics to align Sales Opportunities and ensure compliance with company policies and revenue recognition standards.
- Request Management: Track and organize incoming operational requests (e.g., deal desk inquiries, CRM troubleshooting, contracting hurdles) to ensure visibility and timely resolution across teams.
- Reporting & Analysis: Prepare summaries and reports that highlight trends, bottlenecks, and key focus areas within the sales process to inform leadership decision-making.
Process Development & Project Management
- Workflow Documentation: Support cross-functional process improvement efforts by documenting RevOps workflows (e.g., Sales Playbooks, Deal Desk protocols) and gathering feedback for iteration.
- Project Execution: Assist in project management activities such as implementing new sales tools, preparing project updates, and tracking action items for revenue-driving initiatives.
- Impact Measurement: Collect and analyze data to measure the effectiveness of new processes and tools on sales velocity and win rates.
- Change Management: Provide hands-on support to implement process changes and ensure smooth adoption across the Sales and Customer Success teams.
- AI-Driven Innovation: Maintain a hands-on mentality in leveraging AI tools to automate repetitive tasks, identify process bottlenecks, and drive continuous improvement.
Basic Qualifications
- Education: Bachelor's degree in Finance, Economics, or a STEM field.
- Experience: 3-5 years of experience in Revenue Operations, Sales Operations, Program Management, or related operational roles.
- Collaboration: Demonstrated experience managing revenue operations and collaborating effectively across multiple stakeholders (Sales, Finance, Legal).
Preferred Qualifications
- CRM Expertise: Proficiency with Salesforce (or similar CRM), specifically in managing complex opportunities, CPQ (Configure, Price, Quote) workflows, and reporting.
- Tech Stack Knowledge: Familiarity with modern Marketing and RevOps tools (e.g., Marketo, Gong, Clari, Seismic or Rocketlane).
- Analytical Skills: Strong business analytics skills with the ability to use SQL, Tableau, or Google Sheets to synthesize complex data into actionable insights.
- Deal Desk Experience: Previous experience in a Deal Desk or Sales Support capacity, helping navigate complex contract terms and pricing approvals.
- Communication: Outstanding communication skills with the ability to explain complex operational processes to non-technical stakeholders.
- Agility: Comfort working in a fast-paced, high-growth SaaS environment with shifting priorities and a bias toward action.
- AI & Automation Proficiency: Experience utilizing AI and automation tools (e.g., Claude, GitHub, Zapier) to streamline workflows, automate repetitive tasks, and increase operational efficiency.
The Ideal Candidate Will Thrive In
- A collaborative environment where "Sales Support" is viewed as a strategic partnership.
- A setting that values data-driven decision-making and process transparency.
- A mission-driven company that prioritizes reducing friction to accelerate impact and innovation.
The annual base salary listed does not include a company bonus, incentive for sales roles, equity and benefits which will be determined based on experience, skills, education, relevant training, geographic location and role.
ID.me offers comprehensive medical, dental, vision, health savings account, flexible spending accounts (medical, limited purpose, dependent care, commuter benefit accounts), basic and voluntary life and AD&D insurance, 401(k) with company match, parental leave, ability to participate in unlimited paid time off subject to the terms and conditions of the PTO policy, including 8 company wide holidays, short and long-term disability insurance, accident and critical illness insurance, referral bonus policy, employee assistance program, pet insurance, travel assistant program, wellbeing and childcare discounts, benefit advocates, and a learning and development benefit.
Final offers may vary from the amount listed based on qualifications, professional experiences, skills, education, relevant training, geographic location, and other job related factors.
Pay Range
$92,584-$144,160 USD
