Revenue Operations Specialist

Who are we?

Workiz is the leading SaaS platform for field service teams, trusted by over 120,000 pros. We help real, hard-working people run and grow their businesses with an end-to-end solution to schedule jobs, dispatch, invoice, track performance, and get paid in the field — all in one place.

We're on a mission to revolutionize our industry by "automating everything but the wrench" — giving our users smart, AI-powered tools that replace time-consuming tasks, generate more revenue, and free them to focus on building their small business into an empire.

This is a hybrid role working Tues, Wed and Thurs in our San Diego office and Mon and Fri working remote.

Who are you?

You're a data-driven, hands-on operator who's seen firsthand how clean systems and sharp processes help a go-to-market team win . You've built and helped maintain successful processes in HubSpot, and you hold a high bar for systems that run cleanly and reliably.

You know how to put AI to work for more efficient operations, and you move fast to adopt new tools that help the team. You bring structure and clarity to everything you do, you back your decisions with data, and you're the kind of reliable that a cross-functional team learns to count on.

What you'll be doing

• Requests & feedback - Be the first point of contact for Sales and CS, resolving and routing day-to-day CRM requests while spotting the patterns that tell you what's really breaking.
• Process improvement - Investigate recurring bugs and process gaps to find the root cause, then proactively fix them and roll out improvements that make the GTM engine run better.
• Data hygiene - Keep pipeline, lifecycle, and deal data clean through routine checks, deduplication, and validation, so the team can trust the numbers.
• Sales & CS operations - Own the lead routing, onboarding, and retention workflows that Sales and CS rely on to hit their numbers, keeping the engine running so reps can focus on customers.
• Reports & dashboards - Build and maintain reporting that gives the team and leadership a clear, trusted view of performance.
• Automations - Turn manual, repetitive work across sales, onboarding, and retention into automations that run reliably at scale.
• Partnership & growth - Partner closely with Sales, CS, and RevOps, growing over time into more strategic RevOps work.

Why Join Workiz?:

Proud to be named the #6 Best Place to Work in San Diego by the San Diego Business Journal !

As a trailblazing SaaS company in the field service industry, Workiz is at the forefront of change driving success in one of today’s most resilient and rewarding sectors. Our all-in-one platform empowers field and home service businesses with smart tools to streamline scheduling, dispatching, invoicing, and customer communication.

While we’re proud of our recent recognition, we know a great workplace isn't built by awards, it's built by our people. We’re looking for passionate, driven individuals ready to help us make field service management a breeze.

• Why You’ll Love Being a Workizer:Fuel Your Passion: Work alongside collaborative, high-achieving teammates on a product that genuinely transforms businesses.
• Make an Impact: See the direct results of your contributions as we empower trade professionals to grow.
• Speak Your Mind: We thrive on diversity of thought, open dialogue, and innovation. Every voice matters here.
• Grow with Us: We treat team members as long-term investments, offering continuous learning to help you stretch your skills and step into new responsibilities.
• Diversity isn't just a buzzword - our team is 45% women and 55% men!

Perks & Life at Workiz:

• Fuel Up & Unwind: Keep your day energized with a kitchen stocked with top-notch coffee, drinks, and snacks.
• Dog-Friendly Office: Bring your four-legged co-pilot to work and join our pack of friendly office pups.
• Bond Beyond Desks: Connect with your team through regular socials, catered lunches, and relaxed office happy hours.
• Recharge & Play: Take a break with our office pool table and mini putting green.

Compensation and Benefits

Market-level compensation based on experience: $85,000 - $110,000.

Workiz provides a comprehensive benefits package, featuring employee stock options, up to 100% employer-paid Medical, Dental, and Vision coverage options for employees plus generous dependent coverage, and a 4% match on 401k contributions.

Paid Time Off: 16 days per year (that grows with tenure!)

Sick Leave: 5 days per year.

Inclusivity Statement

At Workiz, we believe that great ideas come from anywhere. We support a collaborative environment and value open participation from individuals with different ideas, experiences, and perspectives. We believe having a diverse team makes Workiz a more interesting and innovative place to work, and we strive to make Workiz a welcoming and inclusive place for all.

REQUIREMENTS

We’re looking for (Must Haves)

• 2-3+ years hands-on experience in Revenue, Sales, or GTM Operations.
• CRM system administration experience, preferably including HubSpot Administration.
• Experience working in an SMB SaaS startup or high-growth environment.
• Proven experience with integrating AI into processes
• Strong analytical skills and comfort working with data to drive decisions.
• Self-starter who takes ownership and follows through without being chased.
• Strong communication skills and responsiveness across departments and leadership.

Bonus Points (Nice-to-Haves)

• Experience with automation platforms such as Make, n8n, Zapier, or Workato.
• Experience building AI-powered workflows using tools like Base44, Claude Code, Cursor, or similar.
• Comfortable working with APIs, webhooks, and JSON.

Who Thrives Here

• AI-first mindset. You naturally look for ways to automate, streamline, and scale your work.
• Curious, coachable, and eager to learn.
• Comfortable working across multiple time zones and functions.
• Able to move quickly, manage competing priorities, and adapt as the business evolves.
• Strong ownership mentality. You see problems, solve them, and continuously look for ways to improve how things work.