Revenue Operations Specialist (SaaS)

• Work through realistic revenue operations scenarios and explain the reasoning behind your decisions
• Work through realistic revenue operations scenarios — CRM data models, process design, configuration tradeoffs — and explain the reasoning behind each choice.
• Resolve conflicts between operational policies: which rule takes precedence, why, and what you would deliberately leave unchanged.
• Design workflows that hold up under compliance constraints like approvals, access controls, and audit requirements.
• Diagnose revenue data problems — duplicates, broken lifecycle states, inconsistent metric definitions — and explain how you’d find the root cause and prevent recurrence.
• Flag ambiguous or underspecified scenarios instead of resolving them silently.

• Hands-on configuration experience in a CRM (Salesforce, HubSpot, or similar) plus at least two connected tools — billing, CPQ, ticketing, or project tracking
• Explain your reasoning clearly to technical and non-technical audiences.

• 4+ years hands-on in SaaS revenue, sales, CS, or implementation operations — not adjacent or management-only exposure.
• Direct CRM ownership (Salesforce, HubSpot, or similar) with configuration experience, plus two or more connected tools: billing, CPQ, ticketing, or project tracking.
• Track record of resolving policy conflicts and explaining tradeoffs, ideally in fintech, healthtech, insurtech, or complex multi-product environments.

RequiredAlso useful

Project and contracting process: the hiring partner. Applications continue on the provider's website.