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Revenue Operations - Operations Specialist
Revenue Operations - Operations SpecialistDealer eProcess • Phoenix, AZ, US
Revenue Operations - Operations Specialist

Revenue Operations - Operations Specialist

Dealer eProcess • Phoenix, AZ, US
1 day ago
Job type
  • Full-time
Job description

Job Description

Job Description

Location : In-Office - 22601 N 19th Ave #208, Phoenix, AZ 85027

Maintain daily operations of the revenue engine : ensure clean data, reliable routing, responsive CRM support, and accurate product records, allowing frontline teams to sell and serve seamlessly. Mission

Be the hands-on owner of CRM health and user enablement—fix the data, clear blockers, and make the process the easiest way to work.

Core Responsibilities

  • CRM Support & Administration

Triage user tickets (access, views, lists, reports, automations) and close within SLA.

  • Build / maintain Saved Views, lists, dashboards , and routine workflow updates.
  • Data Hygiene Execution
  • Daily sweeps for duplicates, missing required fields, and unassociated documents.

  • Maintain product mix accuracy (current and historical) on Company records;
  • Routing & Safety Nets
  • Monitor lead routing , response timers, and escalation rules; keep one-sequence-per-contact guardrail intact.

  • Resolve ownership conflicts quickly and document outcomes.
  • Release Enablement
  • Prepare release notes and quickstart guides when processes or fields change.

  • Run short Looms or office hours for user adoption.
  • Quality Assurance
  • Spot-check key processes (e.g., MQL handling, handoff completeness, save-motion triggers) and log defects for fix.

    Decision Rights

  • Can merge records , correct field values, and update associations following policy.
  • Can unenroll contacts from conflicting sequences and reassign per routing rules.
  • Recommends (but does not approve) changes to lifecycle / definitions.
  • Success Measures (examples)

  • Ticket SLA : % of CRM tickets resolved on time; user CSAT.
  • Data Health : duplicate rate, field completeness, doc association accuracy.
  • Process Integrity : % of MQLs handled within SLA; collision attempts resolved; routing errors per 1,000 leads.
  • Enablement : adoption of new views / workflows; release-note open rates.
  • Collaboration Map

  • Works daily with Sales, Marketing, CS managers, and the Head of RevOps.
  • Coordinates with BI / IT on integrations; with Finance for quote / contract alignment.
  • Qualifications

  • 1 to 3 years of experience in CRM administration or support (HubSpot experience preferred).
  • Strong attention to detail, a service-oriented mindset, and clear written communication skills.
  • Comfortable working with spreadsheets, quality assurance checklists, and light automation tasks.
  • Flexible and able to manage multiple projects and tasks simultaneously.
  • 1 to 3 years of experience with G Suite is required.
  • A general understanding of core principles of data governance is required.
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    Operation Specialist • Phoenix, AZ, US

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