Revenue Operations Specialist

Job description

TAKE YOUR CAREER TO NEW HEIGHTS WITH LOOPIO! 🚀✨ Loopio is a workplace that unleashes learning & growth opportunities for our Loopers. We provide autonomous, challenging work that allows each employee to master their craft. We attract and retain people who are naturally curious, have grit and are eager to grow and build their careers. At Loopio, we genuinely support each other, because true success comes from working as #oneteam. About the Role: We are looking for a driven and highly-organized team member to join our Revenue Operations team. The Revenue Operations Specialist owns the accuracy and usability of GTM data across the revenue lifecycle — from pipeline and forecasting through handoff to Finance. This person will build and maintain the reporting and dashboards that our Sales, Marketing, and Customer Success leadership rely on daily, support the forecasting process end to end, and serve as the front-line point of contact for data, systems, and CPQ requests from the broader GTM organization. Reporting to the Head of RevOps, this is an exciting opportunity for a detailed oriented individual with great interpersonal and analytical skills looking for a place to learn and grow in a collaborative environment. If you thrive on continuous improvement and iteration, enjoy constant learning, embrace adaptability, and are passionate about automation, this opportunity is perfect for you. Note: This is an existing vacancy on the team What You’ll Be Doing: - Data Management: Own data hygiene and governance across GTM systems (field standards, deduplication, validation rules) - Revenue Analytics & Metrics Reporting: Build and maintain dashboards and reports for pipeline health, conversion rates, win/loss trends, and churn/expansion - Forecasting & Planning Support: Partner with Sales, Account Management, and Revenue Operations leadership on revenue forecasting models - Order-to-Cash Handoff: Serve as the checkpoint ensuring Finance can invoice without delays caused by missing or inconsistent deal data - Systems Support & Data Sync: Serve as first point of contact for account data change requests - CPQ & Product Catalog Administration: Ensure pricing, bundles, and product configurations are accurate and aligned with Finance and Product - GTM Reporting & Stakeholder Support: Build and maintain ad hoc data reports and dashboards for Sales, Marketing, and Customer Success What You'll Bring to the Team: - 3–5 years of experience in Revenue/Sales Operations, Business Intelligence, or a related analytical role, 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 (e.g., Databricks, Tableau, Salesforce reporting, or similar BI tools) - Strong data hygiene instincts and comfort owning governance standards across systems - Clear communicator who can support multiple stakeholders (Sales, Finance, Marketing, CS) with competing priorities - Comfortable operating in a fast-paced, evolving environment with evolving processes Where You’ll Work 📍 - Loopio is a remote-first workplace because we recognize the advantages of working flexibly. We are HQ’d in Canada, with established hub regions around the world where we hire from. - Our employees (or Loopers, as we call ourselves!) live and work in 🇨🇦 Canada (British Columbia and Ontario), 🇬🇧 London, and 🇮🇳 India (specifically in Gujarat, Maharashtra, and Bengaluru). - The majority of our team is based in ON and BC, which means these employees live and work remotely within a 300km radius of Toronto (within Ontario) and Vancouver (Within BC). - We offer flexible co-working locations available to Loopers in ON and BC. Those based in ON have the option of working out of our convenient co-working space located in the heart of Downtown Toronto and a 12-minute walk from Union Station. BC Loopers have the option to work centrally in Vancouver. It is whatever works best for you! - You’ll collaborate with your teams virtually across the UK, India, and North America (we’re just a Zoom call and Slack message away!) with core sync hours and focus time for headsdown work 🙇🏾 during the workday - We encourage asynchronous collaboration to effectively work as a global #OneTeam! Why You’ll ♥️ Working at Loopio - Your manager supports your development by providing ongoing feedback and regular 1-on-1s, we leverage Lattice https://lattice.com/e-lp/talent-products?utm_source=google&utm_medium=paid-search&utm_campaign=NOAM_Google_Search_Brand_Core_Tier_1__OCT-Conv-Test-HR&utm_adgroup=Brand_Core_Tier_1&attribution=lattice-mktg&_bt=645279480236&_bk=lattice&_bm=p&_bn=g&_bg=149106216630&cq_src=google_ads&cq_cmp=19577143427&cq_con=149106216630&cq_term=lattice&cq_med=&cq_plac=&cq_net=g&cq_plt=gp&qgad=645279480236&qgterm=lattice&gad_source=1&gclid=Cj0KCQiA-5a9BhCBARIsACwMkJ4OzbQBp30JTrxoLWSv3ht4C0NBeu9uyrTE7GCIu8D_lqBGuC3CG7kaAiWnEALw_wcB for our 1:1s and performance conversations - You will have the opportunity to elevate 🪄 your craft and the opportunity to explore your creativity, with a dedicated professional mastery allowance for more learning support! We encourage experimentation and innovative thinking to drive business impact. - We offer a wide range of health and wellness benefits https://loopio.com/perks-benefits/ to support your physical and mental well-being, starting day 1️⃣ with Loopio. - We’ll set you up to work remotely with a MacBook laptop 🍏, a monthly phone and internet subsidy, and a work-from-home budget to help get your home office all set up. - You’ll be joining a supportive culture that has thoughtfully built out opportunities for connections in a remote first environment. - Participate in 🎤 townhalls, AMA (Ask-Me-Anything), and quarterly celebrations to celebrate the big wins and milestones as #oneteam! - Our four active Employee Resource Groups https://loopio.com/annual-deib-report/ offer opportunities for employees to learn and connect year-round. - You’ll be a part of an award-winning workplace 🏆with an opportunity to make a big impact on the business. Questioning your qualifications? Read this ‼️ Hi there, we recognize that all too often, potential candidates don’t apply for a position simply because they don’t hit every single criteria included in the job description—particularly members of underrepresented groups. Whether or not your experience ✅ checks off all the boxes on a job posting, we still encourage you to apply to ensure that your application receives a review from our team. We understand that a resume can only showcase so much during the applicant stage, so we've created prompts in the application for you to share more about yourself. If you've made a career transition (or a few!), you’re self taught in a new role, or you have skills/experience you’d like to highlight, we want to hear more about what you could bring to the table. AI in Recruitment 👩🏻‍💻 At Loopio, we leverage artificial intelligence (AI) technology to enhance our recruitment process. These tools assist with tasks such as resume screening, drafting preliminary job descriptions, generating initial interview questions, transcription and occasionally sourcing prospective candidates. However, AI is never used to make final hiring decisions; our use of AI serves to support repetitive and administrative tasks in order to streamline our hiring and recruitment workflows. We are committed to the responsible use of AI in our hiring practices, prioritizing both an improved candidate experience and operational efficiency. Our standardized hiring practices remain focused on reducing biases, with all key hiring decisions solely made by our team. We continuously review and refine our hiring practices to align with industry best practices and evolving legal guidelines AI Usage in Interviews 🤖 The Loopio interview process is designed to help us better understand your professional experiences, as well as your unique perspective and approach to delivery and collaboration. To ensure a fair and accurate assessment, we expect candidates to refrain from using AI-generated content to produce responses to our interview questions during the live interview, as our goal is to evaluate your own knowledge and problem-solving abilities - not those of an AI assistant. If AI-generated responses are identified during the interview, Loopio reserves the right to disqualify candidates from the interview process. For specific roles that include a take-home assignment, our AI Interviewee Policy allows the use of AI for initial support; however, the final submission must be a true reflection of your personal insights, skills and decision-making. Loopio is an equal opportunity employer that is deeply committed to building equitable workplaces that are diverse and inclusive. We actively encourage candidates from all backgrounds and lifestyles to consider us as a future employer. Please contact a member of our Talent Experience team (work@loopio.com) should you require accommodations at any point during our virtual interview processes.