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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business operations and revenue operations, with a strong focus on CRM administration, workflow automation, and data analysis to drive measurable improvements in processes and performance. Capable of leading cross-functional projects and collaborating with senior leaders to enhance operational efficiency.
Highest-signal resume keywords
Business Operations ExperienceRevenue Operations ExperienceCRM AdministrationAnalytical SkillsProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Workflow AutomationData AnalysisReportingContract InterpretationSpreadsheet Proficiency
Soft Skills
AccountabilityEmpathyResilienceEffective PrioritizationBusiness Judgment
Tools & Technologies
HubSpotCRM SystemsBusiness Systems
Industry Keywords
B2B SaaSFintechRegulated Industry
About the role
Key responsibilities & impact- Partner with leaders across the business to solve operational challenges and strengthen core processes
- Own and improve workflows across billing, contracting, vendor management, sales, and customer operations
- Lead cross-functional operational projects from planning through completion
- Improve CRM data quality, reporting, and workflows for pipeline, revenue, and customer activity visibility
- Evaluate commercial documentation and operational data, resolve issues, and provide recommendations to stakeholders
- Manage customer due diligence and other commercial requirements across teams
- Develop analyses and reporting to surface trends, inform decisions, and improve business performance
- Identify opportunities for better systems, automation, and process design
- Report to the Director of Operations and work closely with senior leaders across Luminary
Requirements
What you’ll need- 2-4+ years of experience in business operations, finance, consulting, or a similarly analytical and execution-oriented role; demonstrated capability valued over specific tenure
- Experience in revenue operations or sales operations
- Hands-on CRM administration, reporting, and workflow automation
- Familiarity with HubSpot is a plus
- Track record of independently owning projects or processes and delivering measurable improvements
- Strong analytical skills and practical business judgment
- Comfortable working with spreadsheets, business systems, and operational data
- Ability to interpret contracts, policies, and financial information
- Ability to handle sensitive matters and recognize when specialist input is needed
- Ability to prioritize effectively and take accountability for outcomes
- Thoughtful use of AI and automation
- Experience in B2B SaaS, fintech, or a regulated industry is helpful but not required
- Resilient, Empathetic, Accountable, and Low-Ego (REAL)
Benefits
Comp & perks- 100% employee health insurance coverage (plus 50% dependent coverage)
- Monthly wellness stipend
- PTO
- 401(k) plan
- Parental leave policy
- NYC office where much of the team works 3+ days a week
- Equity
- Commission
