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Job Title: Revenue Operations (RevOps) Specialist – Salesforce
Experience: 3–5 Years
Location: Remote (WFH)
Employment Type: Full-time
Shift / Time Zone: Night Shift (PST Time Zone)
About the Role
We are looking for a Revenue Operations (RevOps) Specialist to join our team and help build scalable, data-driven revenue processes. This role will be responsible for optimizing our CRM, improving sales and revenue workflows, maintaining data quality, and delivering actionable insights to business leaders.
The ideal candidate has hands-on Salesforce experience, strong analytical skills, and a good understanding of the end-to-end revenue lifecycle.
You will work closely with Sales, Marketing, Customer Success, Finance, and Leadership to improve visibility, efficiency, and revenue performance.
What You'll Do
• Own and optimize Salesforce as a key revenue operations platform.
• Configure and maintain Salesforce objects, fields, workflows, validation rules, flows, reports, dashboards, and user access.
• Manage and improve lead, account, contact, and opportunity processes.
• Build and maintain dashboards and reports covering pipeline, conversion, bookings, sales productivity, and other revenue KPIs.
• Monitor CRM data quality and establish processes for data governance, hygiene, and accuracy.
• Support pipeline management and sales forecasting, including identifying pipeline gaps and risks.
• Partner with Sales leadership to improve sales processes, workflows, territory/account management, and operational efficiency.
• Work with Marketing to improve lead routing, lead lifecycle management, MQL/SQL processes, and campaign attribution.
• Support effective handoffs between Marketing, Sales, Customer Success, and Finance.
• Identify opportunities for automation and process improvement to eliminate repetitive manual activities.
• Translate business requirements into Salesforce solutions and work with relevant technical teams/vendors when required.
• Support Salesforce enhancements, testing, releases, and user adoption.
• Investigate and resolve CRM-related issues and provide ongoing support to users.
• Develop documentation, SOPs, and training materials for revenue processes.
• Provide regular analysis and insights to leadership to support business decisions.
What We're Looking For
Must Have:
• 2–5 years of experience in Revenue Operations, Sales Operations, Business Operations, or CRM Operations.
• Strong hands-on experience with Salesforce.
• Experience with Salesforce Sales Cloud.
• Experience building Salesforce reports and dashboards.
• Strong understanding of sales funnel, pipeline, opportunity management, and forecasting processes.
• Experience with CRM data management and data-quality practices.
• Strong Excel/Google Sheets and analytical skills.
Ability to work cross-functionally with Sales, Marketing, Finance
Contact Us
Interested in this opportunity or have questions about the role? Feel free to reach out to us via LinkedIn or send your updated resume to Gowri.k@invictusdata.ai / Call (Whatsapp): +91 6305071675
We look forward to hearing from you!
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