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Revenue Operations – Operations Specialist

CompanyDealer eProcess
LocationPhoenix, Arizona, United States
TypeOnsite

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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