- Location
- NYC
- Type
- Full-time
- Department
- Sales
- Closing date
- 2 weeks ago
- Source
- CareersPage
Description
Revenue Operations Specialist (SaaS)
Revenue Operations Specialist (SaaS)
Role Type: Contractor
Location: Remote
Scope of Work:
Assess and refine CRM data models to align with evolving sales, customer success, and revenue operations requirements.
Identify, arbitrate, and document resolutions for conflicting operational policies, explaining logical choices and tradeoffs.
Design and validate compliance-constrained workflows for SaaS revenue processes, ensuring adherence to vertical-specific regulations.
Diagnose and address gaps in revenue data integrity, supporting accurate, actionable reporting and analytics.
Deliver detailed process walk-throughs based on personal system configuration experience, highlighting decision points and lessons learned.
Contribute written and verbal insights for scenario-based operational training tasks in collaboration with project stakeholders.
Recommend system improvements with a focus on scalability, compliance, and cross-functional alignment.
Preferred Qualifications
4+ years of direct, hands-on experience in SaaS revenue, sales, customer success, or implementation operations (not adjacent or management-only exposure).
Proven CRM ownership (Salesforce, HubSpot, or similar) with configuration experience, plus at least two additional tools such as billing, CPQ, ticketing, or project tracking.
Demonstrated ability to resolve policy conflicts and explain operational tradeoffs in high-complexity, high-compliance environments (fintech, healthtech, insurtech, or similar fields strongly preferred).
Strong operational judgment: adept at making and justifying process decisions where rules, regulations, or business needs intersect.
Exceptional written and verbal communication skills, capable of documenting logic and collaborating clearly with both technical and non-technical stakeholders.
Experience in process design for regulated industries or multi-product SaaS implementations, with a focus on compliance and reporting accuracy.
Comfort navigating ambiguity, prioritizing what to change versus what to leave stable, and articulating the rationale behind each decision.