Dealer eProcess

Revenue Operations – Operations Specialist

Phoenix, AZ
Full Time
Mid Level

Location: In-Office - 22601 N 19th Ave #208, Phoenix, AZ 85027

Maintain daily operations of the revenue engine: ensure clean data, reliable routing, responsive CRM support, and accurate product records, allowing frontline teams to sell and serve seamlessly.

Mission

Be the hands-on owner of CRM health and user enablement—fix the data, clear blockers, and make the process the easiest way to work.

Core Responsibilities

  1. CRM Support & Administration
    • Triage user tickets (access, views, lists, reports, automations) and close within SLA.
    • Build/maintain Saved Views, lists, dashboards, and routine workflow updates.
  2. Data Hygiene Execution
    • Daily sweeps for duplicates, missing required fields, and unassociated documents.
    • Maintain product mix accuracy (current and historical) on Company records; 
  3. Routing & Safety Nets
    • Monitor lead routing, response timers, and escalation rules; keep one-sequence-per-contact guardrail intact.
    • Resolve ownership conflicts quickly and document outcomes.
  4. Release Enablement
    • Prepare release notes and quickstart guides when processes or fields change.
    • Run short Looms or office hours for user adoption.
  5. Quality Assurance
    • Spot-check key processes (e.g., MQL handling, handoff completeness, save-motion triggers) and log defects for fix.

Decision Rights

  • Can merge records, correct field values, and update associations following policy.
  • Can unenroll contacts from conflicting sequences and reassign per routing rules.
  • Recommends (but does not approve) changes to lifecycle/definitions.

Success Measures (examples)

  • Ticket SLA: % of CRM tickets resolved on time; user CSAT.
  • Data Health: duplicate rate, field completeness, doc association accuracy.
  • Process Integrity: % of MQLs handled within SLA; collision attempts resolved; routing errors per 1,000 leads.
  • Enablement: adoption of new views/workflows; release-note open rates.

Collaboration Map

  • Works daily with Sales, Marketing, CS managers, and the Head of RevOps.
  • Coordinates with BI/IT on integrations; with Finance for quote/contract alignment.

Qualifications

  • 1 to 3 years of experience in CRM administration or support (HubSpot experience preferred).
  • Strong attention to detail, a service-oriented mindset, and clear written communication skills.
  • Comfortable working with spreadsheets, quality assurance checklists, and light automation tasks.
  • Flexible and able to manage multiple projects and tasks simultaneously.
  • 1 to 3 years of experience with G Suite is required.
  • A general understanding of core principles of data governance is required.
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