Revenue Operations Analyst

2 weeks ago

Chicago, Illinois, United States Midtown Athletic Club Full time
Position Overview
At Midtown, we are dedicated to empowering individuals to enhance their lives. The Revenue Operations (RevOps) Specialist plays a crucial role in facilitating the operations, development, design, and maintenance of our CRM system.

Our organization utilizes HubSpot Enterprise CRM, encompassing Marketing Hub, Sales Hub, Service Hub, and Operations Hub.

This system is integral to our member support framework, communication strategies, onboarding processes for new members, and the marketing and sales prospect funnel.

In collaboration with the Director of Revenue Operations, you will be responsible for sustaining and enhancing the system for our users, members, and prospects, working closely with leaders in marketing, sales, and operations to execute strategies and implement updates within the CRM.

Overall Responsibilities

You will partner with the Director of Revenue Operations to refine revenue operations systems and processes, as well as provide project management and change management support for key initiatives.

This role will assist internal clients such as Sales, Marketing, and Operations while executing RevOps initiatives.

Success in this position requires a systematic approach to multiple business processes, an understanding of both the overarching goals and intricate details of a CRM system, and the ability to collaboratively define business objectives and strategies—translating those strategies into CRM best practices.

Detailed Job Functions

Collaborate with the Director of Revenue Operations to create HubSpot reports that evaluate various sales, marketing, and operational service efforts.

Work with stakeholders to maintain reports and dashboards that deliver insights into sales, marketing, and operational performance and key metrics.

Identify trends and address challenges within the revenue operations systems and processes, aiming to enhance user experience while driving productivity, scalability, and revenue.

Assist in the development of documentation, manuals, and training materials related to RevOps systems and processes.

Engage in system implementation projects, which include requirements gathering, documentation, systems configuration, test documentation/execution, and issue identification and resolution.

Support troubleshooting efforts within HubSpot and escalate issues as necessary.

Contribute to data management and governance across the RevOps ecosystem, including auditing and cleaning data, collaborating with team members on data best practices, and helping to establish data governance rules and procedures.

Stay informed about new HubSpot features, functionalities, and industry trends and best practices in revenue operations.

Qualifications and Skills
  • Minimum of 2 years' experience in a customer-focused business environment with administrative responsibilities.
  • At least 1 year of experience in CRM administration.
  • HubSpot Sales Software Certification is required.
  • Strong understanding of the HubSpot platform, with the capability to build custom reports and utilize data sets, workflows, and custom views (knowledge of HubSpot workflows, sequences, and playbooks is a significant advantage).
  • Excellent analytical and problem-solving skills, with experience leveraging data and analytics to enhance revenue and inform strategy.
  • Strong project management skills, with the ability to prioritize and manage multiple tasks and projects effectively.
  • Exceptional communication and collaboration skills, with the ability to work effectively within a team and across the organization.
  • Flexibility and adaptability to change.
  • A desire to learn and grow in the revenue operations field, with a commitment to continuous improvement and skill development.
  • Experience working with external systems that integrate with CRMs (e.g., other CRM systems, phone systems, databases, etc.).
  • Self-motivated, able to take responsibility and work independently in a professional manner.
  • Outstanding written and verbal communication skills.
Core Competencies
  • Passionate about assisting others.
  • Thrives in a collaborative environment.
  • Creative problem solver, always seeking improvement.
  • Displays initiative through curiosity.
  • Welcomes new challenges with a positive mindset.
  • Practices empathy and respect.

This job description is intended to outline the general requirements for the position. It is not an exhaustive statement of duties, responsibilities, or requirements. Additional duties may be assigned as necessary to ensure the effective operation of the department.

Midtown is an Equal Opportunity Employer.

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