Revenue Operations Specialist

Hollis Cobb Associates

. Administer and maintain Salesforce and/or HubSpot, including fields, workflows, lead routing rules, dashboards and data hygiene .

Posted 11/6/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Salesforce and HubSpot administration, advanced data analysis using Microsoft Excel, and revenue operations metrics. Capable of creating insightful reports and dashboards to support revenue leadership and enhance sales processes.

Highest-signal resume keywords

Salesforce AdministrationHubSpot AdministrationAdvanced Microsoft Excel SkillsRevenue Operations MetricsBusiness Analytics

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisPipeline ReportingForecastingSales Commission CalculationLead ScoringProposal DevelopmentRFP CoordinationQuota SettingSales Capacity PlanningMarket Data Analysis

Soft Skills

Highly OrganizedDetail-OrientedProactive Problem-SolverClear CommunicationStakeholder Management

Tools & Technologies

TableauPower BISQLGTM ToolsAutomation Tools

Certifications & Qualifications

Salesforce Administrator Certification

Industry Keywords

Revenue OperationsSales OperationsMarketing OperationsHealthcare Revenue Cycle ManagementHealth Tech

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Administer and maintain Salesforce and/or HubSpot, including fields, workflows, lead routing rules, dashboards and data hygiene
Build and deliver recurring pipeline, bookings and ARR reporting and dashboards for revenue leadership
Prepare the weekly pipeline review and forecast call by pulling data, flagging at-risk deals and tracking action items
Support annual planning with analysis and models for territory design, quota setting and sales capacity
Track marketing and sales funnel performance, including lead-to-opportunity conversion, lead response SLAs and campaign attribution
Support the deal desk by managing approval workflows, tracking discounting and keeping pricing and contract templates current
Coordinate RFP and proposal responses, maintain the proposal content library, and help assemble assessments, scoping documents and ROI models
Calculate and reconcile sales commissions and incentive payouts in partnership with Finance
Pull and analyze customer and market data to refine ideal customer profile, segmentation and win/loss insights
Create and maintain enablement materials and help onboard new sales, marketing and client success hires on GTM tools and processes
Identify and test automation and AI tools for reporting, lead scoring and proposal development, following data security and HIPAA-appropriate practices wherever client data is involved
Work closely with Sales, Client Success, Marketing, Business Operations and Finance
Report directly to the Chief Revenue Officer or VP of Marketing

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Economics, Information Systems or a related field
3–5 years of experience in revenue operations, sales operations, marketing operations, business analytics, consulting or a similar analytical role
Hands-on experience with Salesforce and/or HubSpot; administrator certification a plus
Advanced Microsoft Excel skills (pivot tables, lookups, modeling)
Strong PowerPoint skills
Experience with BI tools such as Tableau or Power BI, and SQL, a plus
Working knowledge of revenue metrics such as pipeline coverage, conversion rates, ARR and NRR
Exposure to healthcare revenue cycle management, healthcare services or health tech is a plus, but not required
Highly organized and detail-oriented, with the ability to manage multiple priorities and communicate clearly with stakeholders at all levels
Curious and proactive problem-solver who enjoys improving processes and understanding how the business grows

Benefits

Comp & perks

Medical HSA
Dental
Vision
Life Insurance
Disability Insurance
Retirement 401K/ROTH
Paid Time Off & Holidays
Employee Assistance Program
Referral Program