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Revenue Operations Specialist
Revenue Operations SpecialistForm3 • Albany, NY, US
Revenue Operations Specialist

Revenue Operations Specialist

Form3 • Albany, NY, US
21 days ago
Job type
  • Full-time
Job description

Revenue Operations Specialist

This is an exciting opportunity for a skilled Revenue Operations Specialist to join the Global Commercial Operations team within Form3. This role will play a key role in driving operational excellence across our revenue processes, supporting the execution and optimisation of our commercial systems, reporting frameworks, and provision of data-driven insights.

With previous experience in Revenue or Sales Operations, ideally within a usage- or volume-based company, you will help translate commercial strategy into action by ensuring that our processes, tools and data infrastructure are set up to scale effectively.

Key Responsibilities

  • Build and analyse dashboards and reports to create actionable, data-driven insights for the wider commercial function.
  • Contribute to the design and enhancement of revenue processes, ensuring efficiency and scalability as the business grows.
  • Collaborate closely with the wider Global Commercial Operations team, focusing on execution and the practical implementation of commercial processes within our systems.
  • Support other core operational functions, such as Deal Desk, Business Development and Global Strategic Partnerships.
  • Configure and maintain elements of Salesforce, ensuring data integrity and alignment with evolving business needs.

We're Looking For

Essential

Form3's Global Commercial Operations team is a critical function within the business, so we are looking for someone who is curious, analytical and excited by the technical side of commercial operations.

  • 2-3 years' experience in a Revenue Operations / Sales Operations or similar role.
  • Hands-on experience working within revenue systems and tooling, with a genuine enthusiasm towards new technologies and automation.
  • Strong analytical skills, with prior experience creating data-driven insights and dashboards in Amazon QuickSight, Tableau or a similar BI tool.
  • Passionate about working with and interpreting data to help inform business decisions.
  • Proficiency in Salesforce in an administrative capacity, with experience maintaining Commercial processes within CRM tools.
  • Excellent stakeholder management and communication skills, with the ability to tailor working style and collaborate effectively across multiple internal teams.
  • Interest in the broader commercial landscape and understanding how commercial operations support go-to-market strategy.
  • A curious mindset, demonstrating proactivity and openness to continuous learning and development.
  • Desirable

  • Experience working within a start-up or scale-up environment, ideally in a usage- or volume-based business.
  • Certified, or currently pursuing a certification, as a Salesforce Platform Administrator.
  • The Team

    This role sits within Form3's Global Commercial Operations team and reports directly into the Head of Commercial Operations. As part of a collaborative and fast-growing function, you will have the opportunity to shape how revenue operations evolve within Form3.

    The team plays a pivotal role in supporting commercial excellence by optimising systems, data and processes that underpin our revenue growth. Joining at this stage offers the opportunity to make a real, tangible impact in enhancing data visibility and improving scalability across our go-to-market operations.

    Interview Process

    Stage One : Screening Call with the Talent Team

    Stage Two : Zoom Interview with the Head of Commercial Operations

    Stage Three : Presentation Panel Interview

    Stage Four : Executive Review with the Chief Revenue Officer

    We always aim to stick to the above process; however, there may be occasions when an additional interview stage is required for us to be sure we are hiring the right person!

    Hiring Locations

    For this role, we are currently only able to accept applications from within the United Kingdom.

    About Form3

    Revolutionising the world of payments with our cutting-edge technology and innovative solutions. For more information about life at Form3, check out the following pages :

    Our DEI&B Commitment

    We hire talented people from a variety of backgrounds and experiences and are committed to a work environment based on diversity, open-mindedness and curiosity. We're united by our company values (we even created them together!) and we celebrate our unique differences.

    Our employee lifecycle processes are designed to embrace equal opportunity and prevent discrimination against our people regardless of personal characteristics. It is our strong belief that the more inclusive and belonging we are as a business, the better our work will be.

    As an inclusive employer, we guarantee to interview all neurodiverse and physically disabled applicants who meet the minimum criteria for this role. We also encourage candidates to notify us of any reasonable adjustments that may be required during the recruitment process. This includes providing job adverts in alternative, accessible formats or adjustments required at interview stage.

    If you consider yourself to be neurodiverse or physically disabled under the UN definition of disability and would like to be considered under this scheme and / or require any reasonable adjustments please let us know by sending an email to careers@form3.tech clearly stating your consent for us to process this data. For more information please refer to our Recruitment Data Policy.

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    Revenue Specialist • Albany, NY, US

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