Revenue Operations Specialist
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Job Description
Revenue Operations Specialist supporting Intelex’s EHSQ software Quote-to-Cash operations. Managing quotes, Salesforce and DealHub data, compliance, testing, training, and process improvements.
Responsibilities:
- Review and support complex sales opportunities, quotes, and commercial terms for policy compliance
- Review customer-facing quotes, order forms, and commercial documentation for completeness and accuracy
- Partner with Sales, Renewals, Finance, Billing, Legal, and other cross-functional teams to resolve deal-related questions and drive timely execution
- Maintain accurate opportunity, quote, and customer data in Salesforce, DealHub, and other Revenue Operations systems
- Advise internal teams on quoting, policies, systems, and Quote-to-Cash processes
- Lead and support rollout, adoption, and enhancement of Quote-to-Cash tools and processes
- Participate in user acceptance testing and validate new quote-tool functionality
- Troubleshoot quote-tool issues, gather feedback, identify bugs and process gaps, and implement improvements with internal teams and vendors
- Develop process documentation, training materials, and standard operating procedures; deliver training
- Drive continuous improvement by streamlining workflows, automating manual processes, and enhancing system functionality
- Support Sales Operations and other Revenue Operations initiatives
Requirements:
- 2+ years of experience in Revenue Operations, Sales Operations, Deal Desk, Sales Support, or a related operational role
- Experience with Salesforce CRM
- Experience with CPQ platforms; DealHub preferred
- Strong Microsoft Office, MS Teams, and Outlook skills
- Exceptional attention to detail and accuracy
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
- Strong organizational and time management skills
- Ability to manage multiple priorities in a fast-paced environment
- Ability to work independently while collaborating effectively across teams
- Customer-focused mindset with strong problem-solving abilities
- Comfortable working with ambiguity and evolving business requirements
- Bachelor's degree in Business, Commerce, Finance, Operations, or a related discipline, or equivalent practical experience
- Experience partnering with Sales, Finance, Billing, Renewals, and Legal
- Experience identifying process efficiencies
- Experience supporting complex pricing models and commercial transactions
- Experience supporting a SaaS or subscription-based software company
Benefits:
- Equal opportunity employer
- Reasonable accommodations for applicants with disabilities
- Learning and growth opportunities
- Inclusive and diverse culture
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