Senior Revenue Operations Specialist; Small Business Segment

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We are seeking a highly motivated and data-driven Senior Revenue Operations Specialist to support the strategic growth of our Small Business segment, consisting of both new business and upsell/retention motions. This segment operates with a high-velocity, transactional sales motion, where single-call closes are common and speed-to-lead is critical. This role will serve as an essential partner to the sales teams and will be responsible for providing critical data insights, driving operational efficiencies, and ensuring alignment across go-to-market functions.

While foundational tools and processes exist, this is a builder role requiring the ability to strengthen data foundations, improve process consistency, and unlock additional capacity through smarter use of systems and automation. The ideal candidate will have a strong ability to optimize fast-paced sales processes, drive performance insights, and collaborate cross-functionally to unlock scalable growth opportunities—while demonstrating curiosity and fluency in leveraging AI and automation to reduce manual effort and elevate strategic impact.

• Own the high-level customer journey from lead to advocate, aligning teams, processes, technology, data, and reporting across this spectrum, with formal responsibility beginning at lead creation in the system
• Lead and support the evolution of Small Business processes and GTM strategy in collaboration with business unit leadership
• Provide day-to-day operational support to sales leaders and managers with tools, data, and processes to enable rep productivity and segment growth in a high-velocity environment
• Enable data-driven decision-making by enhancing visibility into funnel metrics, pipeline movement, customer health, and retention
• Align GTM teams around shared processes, KPIs, and systems, helping establish consistent definitions and a single source of truth
• Build, maintain, and enhance accurate and actionable Salesforce reporting and dashboards, partnering with BI as needed to extend analytical depth
• Analyze sales performance data to identify trends, surface risks early, and recommend actionable improvements to close rates, efficiency, and throughput
• Support regular reporting cadences, including daily and weekly performance monitoring, forecasting inputs, and monthly/quarterly reviews
• Partner with Sales Managers to drive adoption of reporting tools, system workflows, and standardized processes, identifying opportunities to simplify and reduce friction
• Assist in quota setting, capacity planning, and monitoring key Small Business performance metrics
• Collaborate cross-functionally to support process improvements, system enhancements, data hygiene initiatives, and ad hoc projects
• Leverage AI-enabled analysis and automation where appropriate to reduce manual effort and shift focus toward higher-value strategic work, while recognizing that strong data foundations and process design are prerequisites to effective automation

• 5+ years of experience in Sales Operations, Revenue Operations, Business Analysis, or a related role
• Demonstrated success supporting a high-velocity sales motion, including transactional or single-call close environments (B2B or B2C acceptable)
• Experience supporting both new business and upsell/retention motions
• Strong analytical skills with a deep understanding of sales metrics, funnel dynamics, and…