Revenue Operations Specialist
2 weeks ago
This role is for one of the Weekday's clients
Min Experience: 1 years
Location: Bengaluru, Karnataka
JobType: fulltime
We are looking for a highly analytical, detail-oriented Revenue Operations (RevOps) Manager/Specialist to optimize and streamline revenue workflows across Marketing, Sales, and Client Success. This role is ideal for someone who excels in CRM management, operational strategy, and data-driven decision-making. You will be the central owner of the Zoho/HubSpot ecosystem, ensuring smooth processes, accurate data, and strong alignment across revenue teams.
Requirements
Key ResponsibilitiesCRM Management & Optimization- Own and manage Zoho/HubSpot CRM configurations, customizations, and automation.
- Build workflows, validation rules, blueprints, and integrations with other tools.
- Maintain data accuracy and ensure proper usage of Leads, Deals, Accounts, and Contacts modules.
- Conduct CRM onboarding, training, and ongoing support for Sales and Marketing teams.
- Design and execute a structured RevOps framework supporting predictable growth.
- Improve lead management, conversion funnels, and cross-team handoff processes.
- Support segmentation, campaign tracking, and automation setup for lead-gen initiatives.
- Convert marketing insights into clear action items for Sales within CRM.
- Act as the primary CRM auditor for all Sales and Marketing data.
- Identify inconsistencies, incorrect entries, or missing updates in the CRM.
- Maintain CRM hygiene standards and track data quality metrics.
- Enforce compliance with pipeline, reporting, and data entry guidelines.
- Build and automate dashboards, reports, and analytics for leadership.
- Monitor pipeline health, conversion rates, lead sources, and campaign performance.
- Provide insights that highlight risks, opportunities, and improvement areas.
- Support leadership with structured weekly and monthly business review presentations.
- Standardize and document core business processes inside CRM.
- Recommend automation and workflow enhancements to improve efficiency.
- Ensure cross-functional alignment between Marketing, Sales, and Client Success.
- You bring 2–4 years of experience in RevOps, Sales Ops, or CRM administration.
- You have hands-on expertise in Zoho or HubSpot automation, customization, and analytics.
- You are strong in data analysis, reporting, and dashboard creation.
- You communicate insights clearly and work confidently with leadership teams.
- You are detail-focused, structured, and process-driven.
- You enjoy improving systems, solving operational challenges, and driving revenue efficiency.
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