Revenue Operations Specialist

$80k - $85k

Full-time

Sentinel Group

Location Note: This a hybrid role for our Wakefield, MA office (1-2 days per week in office as determined between candidate and manager).
The Purpose of Your Role:
As a Revenue Operations Specialist at Sentinel Group, you are the connective tissue between Sales, Marketing and RevOps tools/processes. You will own projects from idea through execution, drive conversations across stakeholders, and proactively identify and execute improvements rather than waiting for direction. Your work will ensure clean data, efficient workflows, and actionable insights that directly support revenue growth.
What you’ll be responsible for:
Revenue Process Management & Project Ownership
Own end-to-end revenue operations projects (from scoping, requirements, and timelines through rollout).
Streamline and optimize lead, opportunity, and forecasting workflows across Salesforce and related tools.
Ensure tight alignment between Sales and Marketing on lead management, cadences, and follow-up expectations.
Proactively identify process gaps, propose solutions, and drive the conversations needed to get to decisions and execution.
Lead Management & Sales Support
Manage the Sales Leads inbox: triage, create/convert leads, and route to the right owners with clear next steps.
Assign MQLs to Sales via Salesforce list views and ensure consistent, timely follow-up.
Support sales new hire setup in Salesforce and related tools.
Data Management & Analysis
Maintain and enhance CRM data quality, especially Leads, Accounts, and Contacts.
Run regular data hygiene analyses
Conduct extensive research and leverage tools (ZoomInfo and others) to enrich and validate data.
Analyze sales and marketing data to surface trends, risks, and opportunities and translate them into clear, actionable recommendations.
Develop and maintain dashboards, reports, and list views that help Sales, Sales Enablement, and Marketing manage pipeline, activities, and performance.
Reporting, Forecasting & Performance Insights
Build and maintain recurring and ad hoc reports in Salesforce
Support revenue forecasting by maintaining quotas, pipeline views, and forecast tools in Salesforce.
Create and maintain metrics reports and dashboards on sales activities, webinar follow-up, cadence performance, and revenue impact.
Turn complex data into easy-to-understand visuals (tables, charts, summaries) for stakeholders and leadership.
Technology & Tools Management
Administer and optimize Salesforce for sales and marketing use cases (list views, reports, dashboards, fields, page layouts).
Manage relationships, licenses, and usage reporting for tools such as ZoomInfo, LinkedIn Sales Navigator, etc.)
Set up and maintain workflows and field mappings between enrichment tools and Salesforce for leads, contacts, and accounts.
Research, evaluate, and help implement new revenue technologies and integrations that improve efficiency and data quality.
Troubleshoot issues across Salesforce, cadences/Einstein activity capture, Act-On connectivity and segmentation, and other RevOps tools.
Cadences, Campaigns & Webinar Support
Build and optimize sales cadences for general outreach, webinars, and targeted campaigns.
Enrich and import conference and webinar registration/attendance lists, ensuring proper tagging, ownership, and follow-up.
Track and report on webinar follow-up activity and outcomes, partnering closely with Sales and Marketing.
Cross-Functional Communication & Leadership
Drive conversations with Sales, Marketing and leadership to clarify priorities, trade-offs, and requirements.
Clearly communicate status, risks, and next steps for RevOps projects and enhancements.
Facilitate feedback loops on Salesforce enhancements and new processes, and ensure learnings are captured and acted on.
A bout you:
At Sentinel, we look for natural leaders who are energized by solving problems and making things work better.
You:
Are a proactive self-starter who doesn’t wait to be told what to do—you see issues and opportunities and move them forward.
Are comfortable driving conversations with senior stakeholders to get alignment and decisions.
Have an entrepreneurial mindset, strong customer focus, and the confidence to challenge the status quo when it’s right for the business.
Thrive in a fast-changing environment, quickly adapting as tools, priorities, and the market evolve.
Have strong intellectual curiosity and a genuine desire to understand how data, process, and technology work together.
What you need to have:
Bachelor’s degree in Business, Finance, Marketing, Data/Analytics, or related field, or equivalent experience.
1–3 years in revenue operations, sales operations, marketing operations, or a closely related role.
Strong Salesforce user skills (reports, dashboards, list views, pipeline/forecast views, supporting sales workflows).
Familiarity with B2B and B2C sales motions (such as prospecting, qualification, pipeline management, and closing) and how Sales teams work together to create and convert demand.
Demonstrated ability to make sound, data-informed decisions independently, prioritize work with limited direction, and adjust quickly based on what you are seeing in the numbers and in the field.
Advanced Excel skills and comfort working with data sets and pivot tables.
Demonstrated experience owning projects and driving them to completion across multiple stakeholders.
Excellent written and verbal communication skills; able to explain complex topics simply.
Ability to work independently and as part of a team in a fast-paced environment.
High attention to detail and a habit of understanding root causes, not just symptoms.
Preferred qualifications:
Experience in the financial services or retirement/benefits industry.
Experience supporting or working closely with sales teams in a complex industry. (Financial services experience is a strong plus but not required.)
Advanced proficiency in Salesforce CRM customization and reporting (e.g., building custom reports and dashboards, optimizing page layouts, and configuring workflows or automations).
Hands-on experience with ZoomInfo or similar enrichment/intent tools.
Experience with Act-On or other marketing automation tools.
Experience with Salesforce configuration and administration (fields, page layouts, validation rules, flows, permission sets) and advanced reporting.
Salary Range: $80,000-$85,000
At Sentinel, compensation is calibrated to your geographic location to reflect local market conditions; the posted salary range may vary based on where you live.
What you’ll be part of:
Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization.
Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage.
At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do.
Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.
Some of our Benefits:
PTO (vacation, sick, personal time bank)
FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
12 Paid Holidays (10 stated and 2 floating holidays)
2 Community Volunteer Days
5 Summer Half Days
Medical, Dental, Vision
Life Insurance
LTD & STD
Retirement Plan with 4% Employer Match
Parental Leave
See What We Stand For:
Who we are:
Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.
Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are.
Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).

Apply

Vacancy posted a month ago

Similar jobs that could be interesting for youBased on the Revenue Operations Specialist in Wakefield, MA vacancy

Revenue Operations Specialist
$80k - $85k
...Revenue Operations Specialist Location Note: This is a hybrid role for our Wakefield, MA office (1-2 days per week in office as determined between candidate and manager). The Purpose of Your Role: As a Revenue Operations Specialist at Sentinel Group, you are the...
Suggested
Summer work
Work at office
Local area
Flexible hours
2 days per week
1 day per week
Sentinel Group
Wakefield, MA
4 days ago
Senior Revenue Operations Specialist
...Get AI-powered advice on this job and more exclusive features. As DealRoom’s Revenue Operations (Rev Ops) Specialist, you’ll be in a cross-functional role to enable alignment, clarity, and execution across Marketing, Business Development, Sales, and Customer Success.You...
Suggested
Full time
Work at office
Remote work
Visa sponsorship
DealRoom
Boston, MA
5 days ago
Sales Operations Specialist, Revenue Operations
$95k - $110k
...About the Role jrni is looking for a Sales Operations Specialist to be the day-to-day link between our go-to-market teams and the systems... ...review and processing, and reconcile bookings, billing, and revenue data across Salesforce and Finance systems Administer sales...
Suggested
Full time
Contract work
Local area
Remote work
jrni
Boston, MA
more than 2 months ago
Global Revenue Operations Analyst, Client Invoicing
$80k - $150k
...approximately $1.3 trillion in client assets under management.Position This Financial Analyst position sits within the Global Revenue Operations team in Wellington Management Company, LLP’s Finance organization, as part of the revenue accounting function. The team is...
Suggested
Full time
Remote work
Flexible hours
1 day per week
Wellington Management
Boston, MA
3 days ago
Revenue Operations Specialist (SaaS) - Remote
...Job Description Job Description Revenue Operations Specialist (SaaS) Job Type: Contractor Location: Remote Role Overview We are looking for experienced Revenue Operations Specialists with strong SaaS operations and CRM expertise. The role focuses on optimizing...
Suggested
Remote job
For contractors
YO AI Labs
Boston, MA
10 days ago
Senior Revenue Operations Analyst
$74.93k - $172.35k
...Senior Revenue Operations Analyst Catapult is building the future of sports performance technology, with a mission to Unleash the Potential of every athlete and team on earth. We don't just work in the sporting industry; we are actively changing it. Since 2006,...
Work at office
Catapult
Boston, MA
3 days ago
Senior Revenue Operations Analyst
$120k - $152k
...Senior Revenue Operations Analyst Founded in 2012, Mirakl has been at the forefront of marketplace innovation, empowering every business to compete in the platform economy. Today, Mirakl's operating system combines an enterprise marketplace solution (Mirakl Platform...
Venturefizz Product Management Community
Boston, MA
2 days ago
Commercial Operations Specialist
...Commercial Operations SpecialistThe Commercial Operations Specialist, based on site in Woburn, Massachusetts supports sales and fulfillment by managing customer... ...and serves as the voice of the customer to support revenue growth and a consistent customer experience.Key Responsibilities...
Contract work
Work at office
Boston Centerless
Woburn, MA
5 days ago
Operations Specialist
$19.89 - $31.97 per hour
...Please see the description of benefits included with this job posting for additional information. The Account Reconciliation Operations Specialist is responsible for performing internal and external account reconciliations while meeting targeted service level agreements....
Full time
Work at office
Eastern Bank
Wakefield, MA
3 days ago
Director of Revenue Operations
$140k - $160k
Director of Revenue OperationsJob Title: Director of Revenue OperationsLocation: Andover, MA — hybrid, in office 3 days per weekPay:... ...website page: About ALKU!What You'll DoThe Director of Revenue Operations leads end-to-end billing, purchase order (PO) management,...
Full time
Work at office
Local area
Work visa
ALKU
Andover, MA
2 days ago
Director, Treasury and Revenue Operations
DescriptionThe Director of Treasury and Revenue Operations is responsible for processing, recording and reconciling the inflows and outflows of funds associated with the Unemployment Insurance Trust Fund (UITF) and Family and Employment Security Trust Fund. The Director...
Full time
Part time
Apprenticeship
Work experience placement
Remote work
State of Massachusetts, USA
Boston, MA
16 hours ago
Senior Director, Revenue Operations
$200k - $220k
The Senior Director, Revenue Operations is a unique blend of analytics, ops, and technical instrumentation. Your primary mission is to lead an Ops Center of Excellence that partners with the Head of Sales, Head of CS, and Head of Marketing with optimizing and executing...
Temporary work
CloudZero
Boston, MA
4 days ago
Senior Director, Revenue Operations
$175k - $225k
...manage complex product lifecycles, accelerate innovation, improve operational efficiency, and bring products to market faster. We... ...and defense, high tech, and life sciences.The Senior Director, Revenue Operations leads Sales Operations and RevOps at Aras, reporting...
Temporary work
Remote work
Flexible hours
Aras
Andover, MA
2 days ago
Revenue Operations Analyst: Billing & Cash Flow
Flexcompute is seeking a Sales Operations Analyst to own the post-sale financial engine, ensuring usage-based charges are billed accurately... ..., responsible for invoicing accuracy and trustworthy revenue data. In this high-ownership role, you’ll build scalable processes...
Flexcompute-Inc.
Watertown, MA
5 days ago
Revenue Operations Analyst
About The Role The Revenue Operations Analyst connects CRM data, go-to-market systems, and business processes to improve how revenue teams plan, execute, and measure growth. The role owns reporting and analysis across sales, marketing, and customer success, with a focus...
DealHub Ltd
Boston, MA
2 days ago
74D Chemical Operations Specialist
...Job Description Join the frontlines to protect against some of the world's most powerful threats. As a Chemical Operations Specialist for the Army National Guard, you will support the country during natural disaster relief efforts and safeguard the nation from chemical...
Part time
Weekend work
National Guard
Reading, MA
3 days ago
Ad Operations Specialist
$83k - $103k
...join us for the ride! Role Overview We are looking for an Ad Operations Specialist to support the day-to-day operation and optimization of... ...reports that provide visibility into ad performance, delivery, revenue, and business trends. Create custom reports, templates, dashboards...
Contract work
Flexible hours
CarGurus
Boston, MA
3 days ago
Branch Operations Specialist - Reading
$25 - $33 per hour
...SUMMARY/OBJECTIVE The primary role of the Branch Operations Specialist is to ensure the operational integrity and compliance for the branch, including both sales and service functions. The Branch Operations Specialist provides direction and leadership to the teller...
Hourly pay
Full time
Northern Bank
Reading, MA
a month ago
Revenue Operations Lead - North America
...IT agents and Spark, built to help teams decide, design, automate, and resolve employee issues instantly.Job DescriptionOur Revenue Operations Lead - North America will be an integral member of our Sales Operations team, partnering with North America Sales, Marketing...
Work at office
Immediate start
Remote work
Flexible hours
3 days per week
Nexthink
Boston, MA
3 days ago
Revenue Strategy & Operations Lead
$135k - $220k
...As we scale, we’re looking for a high-impact, analytical, and strategic problem-solver to join our Rev Ops team as our Revenue Strategy & Operations Lead. In this hybrid Boston-based role, you’ll drive initiatives that directly impact Formlabs’ growth, partnering closely...
Full time
Work at office
Worldwide
Flexible hours
Formlabs
Somerville, MA
4 days ago
Cash Operations Specialist
$60k - $75k
...Join Goodwin's Global Operations Team Make a real impact on a global scale. At Goodwin,... ...forward-thinking peers. Cash Operations Specialist The Cash Operations Specialist... ...position on the front lines recording daily revenue and communicating with Finance and firm...
Goodwin Procter
Boston, MA
2 days ago
Manager, Revenue Operations
$145k - $160k
...exceptional software externally. Championship Mindset: We operate like a professional sports team. We win as a team by holding ourselves... ...partnerships. About the Role Blitzy is looking to hire a Revenue Operations Lead who will be an integral member of our Sales...
Full time
Blitzy
Cambridge, MA
9 hours ago
Head of Revenue Operations
$190.2k - $401k
.... Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: The Head of Revenue Operations reports to the Chief Revenue and Transformation Officer and will build the firmwide revenue operating system that helps Crowe...
Local area
Worldwide
Crowe
Boston, MA
1 day ago
Director Revenue Operations
$140k - $170k
...This is a remote role in the Greater Boston area About the Role: We are seeking a strategic and data-driven Director of Revenue Operations to lead and optimize our revenue-generating processes. This role will be responsible for aligning sales, marketing, and...
Summer work
Work at office
Remote work
Work from home
Flexible hours
Comniscient Technologies LLC
Boston, MA
20 days ago
Laboratory Operations Specialist
...independent companies in over 50 countries and operating more than 800 laboratories. Eurofins... .... In 2021, Eurofins generated total revenues of EUR 6.72 billion, and has been among... ...Description We are seeking an Operations Specialist to provide essential operational support...
Full time
Contract work
Part time
Work at office
Monday to Friday
Day shift
Afternoon shift
Eurofins PSS Insourcing Solutions
Cambridge, MA
2 days ago
Global Revenue Operations Lead - Forecasting & Margin
Novanta Corporation is seeking a Revenue Operations Manager to join the Precision Manufacturing business. You will partner with Finance, Sales, Planning, Supply Chain, and Operations to drive forecast accuracy, revenue visibility, and margin performance across global sites...
Novanta Corporation
Bedford, MA
4 days ago
Property Operations Leader - Revenue & Leasing
Greystar Worldwide, LLC is hiring a Property/Community Manager to oversee day-to-day operations of an apartment community, lead a team, manage budgets, revenues, and leasing activities, while ensuring compliance with laws and company standards. The role requires multi-property...
Worldwide
Greystar Worldwide, LLC
Revere, MA
2 days ago
VP of Revenue Operations
$275k - $315k
...recently raised a $250 million Series E round led by Andreessen Horowitz to accelerate this mission. About The Role As the VP of Revenue Operations, you will be responsible for building and scaling the infrastructure that powers our go-to-market engine. You’ll own the...
Work at office
Local area
Relocation
EliseAI
Boston, MA
5 days ago
Loan Operations Specialist
...Loan Operations Specialist The Loan Operations Specialist is responsible for resolving credit bureau corrections and disputes, triaging customer complaints, performing quality control reviews of new loan data input and post-boarding file maintenance on the core loan...
Work at office
2 days per week
3 days per week
Century Bank
Wakefield, MA
5 days ago
Operations Associate
$48k
...Operations AssociateLocation Note: Hybrid in Wakefield, MA or Troy, MI (1-2 days per week), or remote.The Purpose of Your Role: We are seeking a team-oriented professional to join our Operations Team as an entry-level Operations Associate. This role provides an opportunity...
Summer work
Work at office
Local area
Immediate start
Remote work
Flexible hours
2 days per week
1 day per week
Sentinel Group
Wakefield, MA
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Revenue Operations Specialist. Be the first to apply!