Revenue Operations Specialist (SaaS)

• Assess and refine CRM data models to align with evolving sales, customer success, and revenue operations requirements.
• Identify, arbitrate, and document resolutions for conflicting operational policies, explaining logical choices and tradeoffs.
• Design and validate compliance-constrained workflows for SaaS revenue processes, ensuring adherence to vertical-specific regulations.
• Diagnose and address gaps in revenue data integrity, supporting accurate, actionable reporting and analytics.
• Deliver detailed process walk-throughs based on personal system configuration experience, highlighting decision points and lessons learned.
• Contribute written and verbal insights for scenario-based operational training tasks in collaboration with project stakeholders.
• Recommend system improvements with a focus on scalability, compliance, and cross-functional alignment.

• Proven CRM ownership (Salesforce, HubSpot, or similar) with configuration experience, plus at least two additional tools such as billing, CPQ, ticketing, or project tracking.
• Demonstrated ability to resolve policy conflicts and explain operational tradeoffs in high-complexity, high-compliance environments (fintech, healthtech, insurtech, or similar fields strongly preferred).
• Strong operational judgment: adept at making and justifying process decisions where rules, regulations, or business needs intersect.
• Exceptional written and verbal communication skills, capable of documenting logic and collaborating clearly with both technical and non-technical stakeholders.
• Experience in process design for regulated industries or multi-product SaaS implementations, with a focus on compliance and reporting accuracy.
• Comfort navigating ambiguity, prioritizing what to change versus what to leave stable, and articulating the rationale behind each decision.

• 4+ years of direct, hands-on experience in SaaS revenue, sales, customer success, or implementation operations (not adjacent or management-only exposure).

Project and contracting process: micro1. Applications continue on the provider's website.