Revenue Operations Specialist

FieldPulse is a high-growth field service management software built specifically for the trades. From the first call to the final payment, we help trades businesses streamline every step of their work. Our platform empowers office staff, field technicians, management, and business owners with the tools they need to book and schedule work, create estimates, complete jobs, and get paid - faster and more efficiently. Trusted by thousands of businesses globally, FieldPulse pairs cutting-edge technology with a customer-first mindset to support the people who keep our world running.

We are seeking a Revenue Operations Specialist to support and optimize the post-sale customer lifecycle, with a strong focus on Onboarding, Implementation, Client Success, and Support operations. This role will be responsible for ensuring scalable processes, accurate data, and operational alignment across teams that directly impact customer experience, retention, and expansion.

The ideal candidate brings hands-on experience in Salesforce, thrives in a fast-paced, high-growth SaaS environment, and enjoys working cross-functionally to solve operational challenges.

What You'll Do: 

Revenue Operations & Process Optimization

• Own and improve operational workflows supporting Onboarding, Implementation, Client Success, Support and Marketing.
• Identify inefficiencies across people, process, and technology and drive scalable solutions
• Partner closely with Customer Success, Implementation, Support, Sales, and Finance to ensure seamless handoffs and lifecycle visibility
• Document processes, playbooks, and system workflows to support consistency and scale

Systems & Data (Salesforce-Focused)

• Serve as a primary Salesforce partner for post-sale teams
• Maintain and enhance Salesforce objects, fields, automation, reports, and dashboards
• Ensure data integrity, cleanliness, and alignment across the customer lifecycle
• Support reporting related to onboarding health, implementation progress, churn risk, renewals, and customer engagement

Analytics & Reporting

• Build and maintain dashboards and operational reporting to support leadership and frontline teams
• Analyze onboarding timelines, implementation performance, customer health indicators, and support trends
• Use data to proactively surface risks, bottlenecks, and opportunities for improvement

Cross-Functional Collaboration

• Act as a connective layer between GTM, post-sale, and operations teams
• Support change management initiatives tied to tooling, processes, or customer experience improvements
• Assist with ad-hoc operational projects and inbound requests from stakeholders

What We're Looking For:

• 3+ years of experience in Revenue Operations, Business Operations, Sales Operations, or Customer Operations
• Direct experience supporting Onboarding, Implementation, Client Success, or Support teams
• Strong hands-on experience with Salesforce (reports, dashboards, automation, Flows, data management)
• Experience working in a B2B SaaS environment
• Experience in a high-growth or scaling company
• Advanced proficiency in Excel / Google Sheets (formulas, pivots, lookups)
• Strong analytical mindset with the ability to translate data into actionable insights
• Highly organized, detail-oriented, and process-driven
• Self-starter who can operate independently and manage competing priorities
• Excellent written and verbal communication skills
• Strong collaborator and team player

Nice to Have:

• Experience supporting post-sale revenue motions (onboarding → retention → expansion)
• Familiarity with customer success tooling (e.g., Gainsight, inAccord, Zendesk, Pendo, Jira)
• Experience working with billing, subscriptions, or usage-based metrics
• Exposure to BI tools (Looker, Tableau, Power BI)

Why You’ll Love Working Here:

• Impactful, Fast-Paced Startup Culture: Work on exciting projects that truly move the needle.
• Comprehensive Health Coverage: Medical insurance, plus dental & vision benefits to keep you covered.
• Lunches Provided Monday–Friday: Delicious meals on us to fuel your day.

• Health & Wellness Perks: Memberships to keep you feeling your best.
• 401(k) Plan: Secure your future while you grow with us.
• Clear Path for Growth: Transparent career progression, professional development, and promotion opportunities.
• Paid Parental Leave: Support for you and your family when it matters most.