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Operations Specialist

hace 10 horas

Ciudad de México Docplanner A tiempo completo

**Job Description** As an Operations Specialist, you will play a crucial role in optimizing our revenue processes and supporting the success of our portfolio. This position offers a unique opportunity to work across multiple departments, ensuring seamless revenue operations and contributing to the overall success of the organization.**

**You will be responsible for working closely with the sales and customer success teams to align efforts, and using data and analytics to measure and improve performance.**

**You’ll zoom out to offer strategic insights and zoom in to enhance the performance of our customer-facing teams.**

**Primary Duties and Responsibilities**
- ** Manage and optimize the revenue operations process, from lead generation to customer acquisition and retention.**
- **Work closely with the sales, marketing and Customer Success teams to align efforts for projects and initiatives related to Revenue Operations, including system implementations, migrations, and upgrades.**
- **Use data and analytics to measure and improve performance, including tracking key metrics such as lead conversion and retention rates; provide actionable insights for sales and customer success teams.**
- **Identify and resolve challenges and issues within the revenue operations systems and processes with the goal of improving the client experience while driving productivity, scalability, and revenue.**
- **Provide training and support to team members on revenue operations technology (tools), procedures and best practices.**
- ** Build ad-hoc dashboards and reports to support operational teams by giving them visibility and useful insights.**
- **Data management and governance across the RevOps ecosystem, including auditing and cleaning up data.**
- **Knowledge of the sales and Customer Success processes and the company’s target audience and goals;**
- ** Background in sales operations and/or revenue-related roles within the SaaS space (at least 2-3 years experience desired)**
- ** Desire to learn and grow in the revenue operations field, and a willingness to continuously improve and develop skills.**
- ** Strategic mindset, coupled with strong technical skills in revenue-related systems and a willingness to dive into the details and execute tactical tasks.**

**Technical Skills**:

- ** CRM: SalesForce (required), Hubspot (desired) [experience in either using, configuring and/or managing]**
- ** Data visualization tools: Tableau / Looker Studio / Superset (desired)**
- ** SQL (required), Python (desired)**
- ** Data analytics and KPIs monitoring (required)**

**Soft Skills**:

- **Ability to prioritize and manage multiple tasks and projects, problem solving.**
- ** Excellent communication and collaboration skills, with the ability to work effectively with a team and across the organization.**
- ** Flexibility and adaptability to change: familiarity with evolving business requirements and a proactive drive to continually develop your skills, enhance team processes, and reduce inefficiencies.