Revenue Operations Specialist at Intiveo

Revenue Operations Specialist

As a Revenue Operations Specialist, you will play a key role in driving the efficiency and effectiveness of the sales organization. You will be responsible for maintaining our CRM platform (Salesforce), gathering and analyzing sales data, and supporting the sales team with insights that enhance productivity and performance. We’re looking for a proactive individual who can work cross-functionally to enhance our revenue operations and is comfortable with both technical CRM management, data analysis, and stakeholder management.

You’ll report to the Revenue Operations Manager as part of the Revenue Operations and Marketing team, partnering closely with our Marketing Automation Specialist and working with stakeholders across Sales, Marketing, Customer Success, and Finance teams. The ideal candidate will be happy liaising with stakeholders at all levels, with the ability to translate technical information into non-technical terms, clearly explaining design options and their potential impact.

Who Are We
Intiveo is a leading cloud-based patient engagement platform used by 15,000 practitioners to communicate with over 18 million patients. Our goal is to continuously improve patient care by understanding communication needs, behaviors, and preferences – resulting in successful treatment outcomes.

✨What You'll Do

• CRM Administration: Manage and maintain the Salesforce platform, ensuring data quality, integrity, and security. Handle user setup, roles, profiles, permissions, and other administrative tasks to support an optimized CRM environment.
• Data Management: Organize, and maintain sales data within Salesforce and other integrated tools to ensure accurate reporting and analysis. Proactively identify and address data quality issues.
• Sales Performance Reporting: Design and build reports and dashboards to track key performance indicators (KPIs) and support data-driven decision-making. Analyze data to identify sales trends, uncover areas for improvement, and report findings to leadership.
• Process Improvement: Collaborate with sales, marketing, and customer success teams to identify and implement process improvements that enhance sales productivity and efficiency. Propose solutions that streamline workflows within the CRM and other sales tools.
• Sales Tool Management: Oversee the integration and usage of sales tools such as LeanData, Outreach, and Chilli Piper, ensuring effective adoption and ROI from our sales tech stack.
• User Support & Training: Provide ongoing support and training to sales team members on best practices within Salesforce and other sales tools. Address user inquiries and support tickets promptly.
• Documentation: Maintain technical documentation for Salesforce configurations to support user training, workflows, and process improvements to ensure knowledge sharing and continuity.
• Platform & Release Management: Participate in the development and execution of the Salesforce product roadmap, including sandbox management, release planning, and communication of updates to end-users and stakeholders.

✨Who You Are

• 3+ years of experience in Sales Operations, Revenue Operations, Salesforce Administration, or related experience in B2B SaaS
• Salesforce Certified Administrator (required)
• Experience managing a B2B SaaS Salesforce instance using a variety of standard and custom Sales Cloud objects & business processes.
• Experience creating Salesforce flow automations & managing custom lightning apps & components, with strong knowledge of CRM best practices.
• Strong analytical skills with proficiency in Excel;
• Detail-oriented with a proactive approach to problem-solving and process optimization.
• Excellent communication skills, with the ability to translate technical information for non-technical stakeholders.
• Ability to work independently and collaboratively with cross-functional teams
  

Preferred:

• Additional Salesforce certifications (e.g., Advanced Administrator, Platform App Builder).
• Experience with sales analytics and reporting tools.
• Familiarity with sales tools and integrations such as Outreach, Chilli Piper, etc.
• Knowledge of SQL or data visualization tools (e.g., Tableau, Power BI) is a plus.

How We Give Back to Our Employees:

• Generous vacation time
• Wellness Fund
• RRSP matching
• ESOP (employee stock ownership program)
• Annual retreat
• Plus, your birthday off! (Who wants to work on their birthday?)
• And more

More About Intiveo
We are a fun, collaborative, and hard-working team of innovative minds who genuinely enjoy spending time together. At Intiveo, our values are Authenticity, Collaboration and Continuous Development. We embrace diversity and encourage you to share your voice. We want you to think outside the box, present new ideas, and be willing to fail. Our employees are empowered daily to see how their work helps Intiveo achieve our goal of becoming North America’s #1 patient care service provider.

Want to see more? Check out our Culture Book here!