Senior Revenue Operations Specialist - GA - On Site

Senior Revenue Operations Specialist

The Senior Revenue Operations Specialist plays a critical role in supporting our SaaS organization by enabling business users and cross-functional teams through proactive support, training, and system enhancements that drive operational efficiency and strategic scalability. This position partners closely with stakeholders across Sales, Marketing, Service, and Finance to optimize Salesforce capabilities and ensure alignment with the fast-evolving needs of a SaaS business. As a key contributor to organizational effectiveness, the role manages and customizes core Salesforce applications including Sales Cloud, Service Cloud, CPQ, and Communities. It also maintains data integrity, streamlines processes, and supports release cycles. The ideal candidate is a self-motivated, solutions-oriented professional with a proven ability to troubleshoot and resolve complex logic challenges in a dynamic, tech-driven environment.

Essential Duties and Responsibilities

• Deliver daily end-user support, training, and proactive guidance to enhance Salesforce knowledge and adoption across teams.
• Troubleshoot system issues, build reports, optimize business processes, and maintain documentation and customizations.
• Partner with leadership to analyze business needs, define technical specifications, and configure systems to support custom applications and optimized processes.
• Manage project deliverables, collaborate with cross-functional teams, and research Salesforce solutionsincluding native features and managed packagesto meet strategic goals.
• Administer and customize Salesforce applications (Sales Cloud, Service Cloud, Knowledge and Community Applications), manage user access, automate business processes (utilizing flow), and deliver advanced reporting and dashboard support.
• Lead Salesforce CPQ initiatives by configuring and optimizing Contracts, Quotes, Orders, Products, Pricing, and related objects, applying best practices to meet evolving business requirements
• Data management including imports, cleansing, deduplication, and optimization, while enhancing Salesforce functionality and integrating it with internal and external systems.
• On rare occasion domestic travel may be required to attend team onsite meetings, customer events, industry conferences, and training sessions. This may include air travel, ground transportation (including cars, taxis, or rideshare services), and in some cases potential public transportation.

Marginal Functions

• Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.
• Attend webinars and training to stay up to date on best practices related to the company and department.
• Complete projects and other duties as assigned by supervisor.

Knowledge, Skills, and Abilities

• Strong business analysis and functional experience, including requirements gathering
• Skilled in managing competing priorities while driving project deliverables and collaborating across teams
• Accurately manage all aspects of project deliverables and collaborate with cross-functional project team
• Excellent verbal and written communication skills for effective collaboration and project management.
• Strong knowledge of Salesforce reporting, dashboards, and data visualization techniques.
• Strong problem solving and root cause analysis Ability to deliver end-user training and create documentation.
• Comfortable working in a fast-paced environment with evolving priorities.
• Ensures accuracy in data, configurations, and documentation.
• Anticipates challenges and identifies opportunities for process improvement.

Education & Experience

• High School Diploma or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred.
• At least three years working in Salesforce with at least one year of full-time experience with CPQ specifically required
• At least five years working in Salesforce with at least two years of full-time experience with CPQ specifically preferred
• PEO, ASO, or HCM experience is a plus
• Active Member of the Salesforce Trailblazer Community is a plus
• Visualforce/Lightning Components/Aura Components, Apex is a plus
• SOQL (Salesforce Object Query Language) is a plus
• Functional knowledge of Flow and third-party applications that integrate with CPQ such as DocuSign and Conga
• Proficiency with Microsoft Office software (Outlook, Microsoft Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed.

Licenses and/or Certifications

• Salesforce admin certification is a plus
• Salesforce advanced admin certification is a plus
• Salesforce CPQ specialist admin certification is a plus

Physical, Mental, & Communication Demands Physical Demands:

• Sedentary Work: Frequently involves sitting for extended periods, often at a desk or computer, and attending virtual or in-person meetings.
• Manual Dexterity: Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
• Mobility: Occasional travel to attend conferences and conduct other business needs. Occasionally walking or traversing throughout the office to meet with leaders and other employees or offsite locations to meet with clients.
• Screen time: Frequent use of digital tools for presentations, proposals, and communication. Heavy use of spreadsheets, CRM systems, and analytics tools.
• Visual Acuity: Ability to read and analyze data on a computer screen (or to read and analyze data with reasonable accommodation) and in printed materials.
• Lifting & Carrying: Minimal physical lifting required, but may involve handling documents, and lifting light office supplies.

Mental Demands:

• Analytical Thinking: Must interpret complex data sets, identify trends, and provide actionable insights.
• Mental demands: High level of concentration required to develop and implement sales strategies.
• Attention to Detail: High level of accuracy required for forecasting, reporting and compliance.
• Strategic Mindset: Aligning revenue operations with organizational goals and adapting to evolving business models.
• Multitasking: Manage multiple tasks and projects simultaneously, often under tight deadlines.
• Stress Management: Ability to handle high-pressure situations calmly and effectively.

Communication Demands:

• Interpersonal Skills: Strong ability to build relationships and communicate effectively with other employees, managers, clients and external vendors.
• Cultural Sensitivity: Communicate with individuals from diverse cultural backgrounds, demonstrating cultural awareness and sensitivity.
• Written Communication: Prepare clear and concise documentation, including emails and notes.
• Verbal Communication: Ability to present data driven insights in a concise and understandable format.
• Active Listening: Understanding pain points from multiple departments to design effective solutions.

Environmental Conditions Primarily will be an indoor, office environment. May occasionally have moderate noise level from copiers, W2 or check printers, and coworkers. Will occasionally work in various additional environments, including industry conferences, customer events, and training sessions. This means adapting to different settings and conditions regularly. This role may involve extended periods of sitting during travel and meetings, as well as standing and walking during client visits and events. Disclaimer This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employee will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.

This position is eligible for the following benefits:

• Health Insurance: Medical, dental, and vision coverage
• Retirement Plan: 401(k) with company match
• Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law
• Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.

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