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 holding 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.

Who are you?

You're a data-driven, hands-on operator, energized by the idea that clean systems and sharp processes are what let a go-to-market team actually win . You live in HubSpot, you get a quiet thrill from a workflow that just works, and you treat a messy funnel as a puzzle waiting to be solved.

You embrace AI as a core part of how you work, actively experimenting with whatever's new, whether that's prototyping automations, wiring up tools, or finding ways to supercharge your own productivity. You're naturally curious, you move fast, and you see every challenge as a chance to sharpen your craft alongside an experienced 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.

So, what will you be doing all day?

• Optimize our HubSpot instance, including workflows, integrations, properties, lifecycle management, and reporting infrastructure across the full customer journey from first touch through renewal and retention.
• Support Marketing operations, ensuring campaigns, lead routing, attribution, and reporting are running efficiently and accurately.
• Support Sales operations, ensuring no lead or deal slips through the cracks and always looking for ways to increase our win rates
• Support CX operations, including onboarding workflows, customer health tracking, renewal processes, and retention reporting, ensuring post-sale teams have the systems and data they need to deliver a great customer experience.
• Build and maintain the systems that power our go-to-market and customer success engine, turning manual processes into scalable automations across sales, onboarding, and retention.
• Analyze full-funnel performance from lead acquisition through expansion and churn to identify opportunities, surface insights, and drive smarter decision-making.
• Partner closely with sales, marketing, partnerships, CX/customer success, and leadership to proactively improve operational efficiency and accelerate growth across the entire customer lifecycle.

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

As a trailblazing SaaS company in the field service industry, we're 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 tools to streamline scheduling, dispatching, invoicing, and customer communication – all in one place.

We’re looking for talented individuals who are excited to join our mission of making field service a breeze. Here is a glimpse into what it means to be a part of the Workiz team: 

Collaborative Environment: We nurture a culture of collaboration and support, where ideas are highly valued, and teamwork is fundamental.

Dynamic Growth: Join a company on the fast track, experiencing exhilarating growth, perpetually evolving, and driving change.

Impactful Contributions: Witness the direct impact of your efforts on the success of our customers and the advancement of field service business management. At the end of the day, it’s all about the people. Our customers are at the heart of everything we do.

We focus on empowering our team members, valuing each as a long-term investment. Emphasizing the importance of ongoing growth, we are dedicated to nurturing and training individuals, enabling them to exceed expectations in both skills and responsibilities. 

Why You’ll Love Being a Workizer:

• Fuel your passion (and have a blast doing it!): You won't just use a product you believe in, you'll work alongside a team that makes every day exciting!
• Collaborative Excellence: We foster a culture of teamwork where exceptional achievers and quick learners can thrive. Together, we deliver impactful results.
• Speak your mind! At Workiz, there are no bad ideas. We thrive on diversity of thought and love to see innovation take flight.
• Celebrate the culture: Our team is a vibrant mix of backgrounds and experiences. Embrace the richness and learn from each other.
• Work-life balance: Find your perfect rhythm with our hybrid model - 3 days on-site and 2 days remote working.
• We take our work seriously, but we know how to let loose and celebrate our wins!

Perks

• Fuel Your Flow: Stay energized with a fully stocked kitchen featuring premium coffee and a curated selection of snacks.
• Beyond the Desk: We’re big on culture. From our monthly Book Club to catered lunches and hosted happy hours, we make space for real connection.

Compensation and Benefits

Market-level compensation based on experience: $85,000 - $95,000 On-Target Earnings

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)

• 3-4 years hands-on experience in Revenue or GTM Operations
• Deep HubSpot expertise, including workflows, reporting, integrations, automation, and campaign management.
• Experience working in an SMB SaaS startup or high-growth environment.
• Strong understanding of integrating AI into processes and automations.
• Strong analytical skills and comfort working with data to drive decisions.
• Strong communication skills, able to communicate up and down the organization.

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.