Position Summary
As a key member of the Revenue Operations team, this role acts as the primary point of contact for the Sales and Customer Success teams, ensuring smooth operations and effective support. Responsibilities include managing the provisioning and maintenance of the GTM tech stack, collaborating with Revenue Operations leadership to enhance team enablement and process alignment, and leading training sessions to increase system literacy across the organization. The role also involves monitoring data quality, participating in cross-functional projects to boost efficiency, and managing internal support needs through a structured case queue system. Additionally, the position supports the organization and execution of team incentive events, emphasizing efficient communication and detailed reporting.

Essential Functions and Responsibilities

• Act as the primary point of contact for the Sales and Customer Success teams, addressing their reporting, process, and onboarding needs.
• Collaborate closely with Revenue Operations leadership to enhance Sales and Customer Success enablement, ensure process alignment, and meet daily business demands.
• Oversee the provisioning and ongoing maintenance of tools within the GTM technology stack.
• Partner with Revenue Operations leadership on strategic projects aimed at boosting efficiency and enhancing performance in Sales and Customer Success.
• Lead comprehensive training sessions to promote system adoption and enhance digital literacy across the organization.
• Manage and coordinate Sales Bootcamp trainings for newly onboarded hires
• Proactively monitor and maintain data quality and hygiene through systematic efforts and delegated tasks.
• Engage in cross-functional projects to advance business objectives and drive organizational efficiency.
• Manage the triage of the Revenue Operations case queue, prioritizing and delegating inbound support requests from internal stakeholders effectively.
• Assist in the organization and execution of Sales & Customer Success incentive events, including creating presentations, managing prize distributions, and handling event reporting.

Experience

• Bachelor’s degree in a business-related or technical-related field.
• Minimum 1-2 years of experience in a Revenue Operations or Sales Operations role within a technology-driven business environment.
• Proficient in data manipulation in Google Sheets/Excel.
• Advanced proficiency in Salesforce reporting and dashboard creation.
• Proficiency in commonly used Sales tools preferred.
• Certification as a Salesforce.com Administrator (ADM-201) is not required but is considered a plus.

Knowledge

• Exceptional communication skills with the ability to engage with technical and non-technical stakeholders.
• Comprehensive understanding of Sales and Customer Success processes.
• Effective time management and the ability to handle multiple competing priorities in a fast-paced environment.
• Proven ability to utilize Salesforce reporting and dashboards to compile key metrics and data points.

DESIRED BEHAVIORS

• Receptive to change – is flexible. Seeks and adopts improved approaches and processes.
• Initiates action – is results oriented, takes responsibility for actions and outcomes. Meets commitments and strives for high performance.
• Manages the workload - makes timely decisions, prioritizes effectively, solves problems, monitors results, and takes remedial action where necessary.
• Technically proficient – able to apply the technical knowledge and skills required in the job role and responsibilities in order to achieve the expected outputs.
• Takes responsibility for own learning - knows personal strengths, recognizes development needs, and takes action to improve. Is open to feedback and always seeks to learn.
• Communicates ideas – respectfully exchange information and proposes a way forward. Listen to views of colleagues and take in diverse perspectives.
• Works collaboratively – shares knowledge and information, fosters teamwork and contributes to a positive work environment where people want to come to work.
• Display ethical character and competence - acts with integrity and intent, is accountable for own actions, behaves according to the company values.
• Act as a good citizen of UpKeep.

This role will receive a competitive base salary + benefits + equity. A variety of factors are considered when determining someone’s compensation–including a candidate’s professional background, experience, and location. Final offer amounts may vary from the amounts listed below.The pay range for this role is:
$70,000 - $75,000 USD per year