Revenue Operations Administrator

15 hours ago

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Ottimate

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Don't Just Automate AP. Ottimate It. (Formerly Plate IQ)

Automated Accounts Payable • Line-Item Invoice Digitization • Bill Pay • SaaS • Restaurants

51 - 200

Description

• Integral in ensuring seamless coordination between sales, marketing, customer success, and other revenue-generating operations. • Responsibilities include optimizing and maintaining our Salesforce platform, process optimization, data analysis, reporting, and cross-functional collaboration. • Support broader organizational goals related to revenue growth, operational efficiency, and process improvement. • Understand and document end-to-end business processes, ensuring alignment between teams, and driving initiatives that streamline operations, drive growth, and improve overall performance.

Requirements

• Develop, optimize, and oversee revenue processes that enhance the flow of information across sales, marketing, and customer success teams, ensuring consistency and alignment with company objectives. • Act as the primary point of contact for revenue-related metrics, processes, and operational improvements. • Ensure smooth handoffs between sales, customer success, and finance to optimize customer lifecycle management and revenue retention. • Configure Salesforce to support sales processes, including lead management, opportunity tracking, and pipeline reporting. • Customize Salesforce by creating custom objects, fields, workflows, validation rules, and process automation. • Manage user permissions, roles, profiles, and security settings in Salesforce. • Provide ongoing support and troubleshooting for Salesforce users, resolving issues in a timely manner. • Manage and maintain revenue-related data, ensuring data accuracy, consistency, and integrity across all platforms. • Develop and maintain dashboards, reports, and analytics in Salesforce and other relevant systems to provide insights into sales performance, revenue growth, and key business metrics. • Leverage data analytics to identify trends, forecast revenue, and suggest strategic improvements. • Identify, document, and optimize revenue processes to improve efficiency and scalability across sales, marketing, and customer service operations. • Partner with cross-functional teams to streamline workflows, automate processes, and ensure data consistency across systems. • Implement best practices for lead management, opportunity tracking, and customer lifecycle processes. • Work closely with sales, marketing, finance, and customer success teams to ensure alignment on revenue-related initiatives and strategic objectives. • Collaborate on revenue enablement strategies and support the development of sales processes and playbooks. • Integrate Salesforce with other business systems (e.g., marketing automation, customer service platforms) to ensure seamless workflow and data synchronization. • Administer and optimize tools used by revenue teams, ensuring all systems (e.g., marketing automation, CRM, and analytics platforms) are fully functional and integrated to support efficient operations. • Conduct training sessions and provide guidance to Salesforce and other system users to maximize adoption and utilization of the platform. • Support sales and revenue teams with ad hoc operational projects and serve as a trusted resource for business process improvements.

Benefits

• Work from home in an energetic remote-first environment that supports flexible working hours and understands work-life balance. • Competitive salary based on skills & experience. • Medical, Dental, Vision and other Company-Subsidized Benefits for you and your family. • Employer sponsored 401(k) with company match. • Paid Time Off (and the encouragement to use it). • Annual company retreats. • Promote from within philosophy.