• Revenue Operations - Operations Specialist

    Dealer e Process (Lisle, IL)


    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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