Revenue Operations

• Draft and manage contracts for new sales and renewals using DocuSign, ensuring legal and internal-policy compliance
• Process new-sales and renewal opportunities in Salesforce CPQ with accurate, compliant pricing
• Coordinate with Legal, Order Management, Fulfillment, Client Financial Relations, Cash Apps, Finance, Sales Crediting, and other OTC teams to resolve client queries
• Generate and analyze SFDC reports on sales performance, operational efficiency, and Revenue Operations improvements
• Participate in Salesforce data governance and data-cleanup projects
• Address new-sales and renewal inquiries through chat, email, and phone
• Conduct root cause analysis of OTC-system issues to improve data quality and the client buying experience

Revenue Operations Specialist

• Own and administer the company's CRM platform, ensuring data integrity, workflow automation, and user adoption
• Build and maintain dashboards and reports for pipeline health, forecasting accuracy, and revenue performance
• Design and document sales processes, playbooks, and workflows
• Identify revenue funnel bottlenecks and implement solutions to improve conversion rates and cycle times
• Manage and optimize the sales technology stack, including CRM, engagement tools, and enrichment platforms
• Partner with Sales, Marketing, and Customer Success leadership on funnel definitions, handoff processes, and attribution models
• Support sales forecasting through accurate data models and pipeline hygiene standards
• Onboard new tools and train team members on systems and processes
• Conduct regular audits of CRM data, lead routing, and reporting accuracy
• Provide ad hoc analysis for leadership decisions regarding headcount, territory, and go-to-market strategy

Revenue Operations Manager – Talent Marketplace

• Own and administer the company's CRM platform, ensuring data integrity, workflow automation, and user adoption.
• Build and maintain dashboards and reports providing visibility into pipeline health, forecasting accuracy, and revenue performance.
• Design and document sales processes, playbooks, and workflows to improve efficiency and consistency.
• Identify revenue-funnel bottlenecks and implement solutions to improve conversion rates and cycle times.
• Manage and optimize the sales technology stack, including CRM, engagement tools, and enrichment platforms.
• Partner with Sales, Marketing, and Customer Success leadership on funnel definitions, handoff processes, and attribution models.
• Support sales forecasting through accurate data models and pipeline hygiene standards.
• Onboard new tools and train team members on systems and processes.
• Conduct regular audits of CRM data, lead routing, and reporting accuracy.
• Provide ad hoc analysis to support leadership decisions on headcount, territory, and go-to-market strategy.