Senior Revenue Operations Specialist scaling Roofr’s roofing CRM and GTM systems. Optimizing HubSpot, automation, data integrity, and AI - enabled workflows across Revenue teams.
About the role
- Revenue Operations Specialist managing GTM data, dashboards, CPQ, and forecasting for Loopio’s proposal software. Supporting Sales, Finance, Marketing, and Customer Success reporting needs.
Responsibilities
- Own data hygiene and governance across GTM systems, including field standards, deduplication, and validation rules
- Build and maintain dashboards and reports for pipeline health, conversion rates, win/loss trends, and churn/expansion
- Partner with Sales, Account Management, and Revenue Operations leadership on revenue forecasting models
- Serve as the checkpoint for order-to-cash handoff so Finance can invoice without delays caused by missing or inconsistent deal data
- Act as the first point of contact for account data change requests
- Administer CPQ and product catalog configurations, ensuring pricing and bundles align with Finance and Product
- Build and maintain ad hoc data reports and dashboards for Sales, Marketing, and Customer Success
- Support GTM stakeholders across Sales, Finance, Marketing, and Customer Success
- Report to the Head of Revenue Operations
Requirements
- 3–5 years of experience in Revenue/Sales Operations, Business Intelligence, or a related analytical role
- Experience ideally in B2B SaaS
- Hands-on experience administering Salesforce
- CPQ experience strongly preferred
- Familiarity with NetSuite or a comparable ERP/billing system
- Experience building dashboards and reports using Databricks, Tableau, Salesforce reporting, or similar BI tools
- Strong data hygiene instincts
- Comfort owning governance standards across systems
- Ability to support multiple stakeholders across Sales, Finance, Marketing, and Customer Success with competing priorities
- Comfortable operating in a fast-paced, evolving environment with evolving processes
- Candidates must reside in the applicable hub regions to be considered
- Candidates must have valid work permits / SIN to work in Canada; Loopio does not currently offer sponsorship
Benefits
- Equity eligibility
- Ongoing feedback and regular 1-on-1s
- Professional mastery allowance for learning support
- Health and wellness benefits starting day 1
- MacBook laptop
- Monthly phone and internet subsidy
- Work-from-home budget
- Flexible remote work
- Flexible co-working locations in Ontario and British Columbia
- Townhalls, AMA sessions, and quarterly celebrations
- Four Employee Resource Groups
- Supportive remote-first culture
- Equal opportunity workplace
- Accommodations during virtual interview processes
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