Revenue Operations Coordinator managing Salesforce data, reporting, and CASL compliance for Canadian investment manager PICTON Investments. Supporting sales, marketing, and CRM operations.
About the role
- Revenue Operations Manager optimizing CRM, forecasting, and go-to-market processes. Supporting Flagler Health’s platform for modern musculoskeletal care.
Responsibilities
- Own and administer the CRM and wider go-to-market tech stack, from configuration to data hygiene
- Build and maintain pipeline, forecasting, and performance reporting
- Define and document revenue processes connecting Sales, Account Management, Customer Success, and Marketing
- Partner with Finance on targets, quota and territory planning, and revenue reporting
- Analyze funnel and retention data to identify what is working and where deals are lost
- Manage lead routing, handoffs, and rules that keep records accurate across systems
- Evaluate, implement, and integrate new tools, and retire underperforming tools
- Run dashboards and cadences for weekly pipeline and forecast reviews
Requirements
- 4 to 7 years in revenue operations, sales operations, or a closely related analytical role
- Hands-on experience administering a CRM and the surrounding go-to-market tools
- Strong analytical skills, comfortable turning raw data into clear reporting and recommendations
- A track record of building processes and reporting that a go-to-market team actually adopts
- Excellent communication and cross-functional collaboration skills
- Healthtech and enterprise experience, highly preferred
- Experience at a high-growth or Series B stage company, building operations from the ground up
- Familiarity with SQL, BI tools, and data warehouses
- Experience with quota, territory, and incentive-compensation planning
- Currently authorized to work in the United States or Canada
- Must not require a visa now or in the future to continue working in the United States or Canada
Benefits
- Equity
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