Revenue Operations Specialist

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Loopio

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2014

💼 Consulting

🏥 Healthcare

📣 Marketing

💰 Private Equity Round on 2021-03

Consulting • Healthcare • Marketing

Loopio is a leading provider of RFP (Request for Proposal) software, designed to streamline and enhance the proposal management process for businesses. The platform leverages powerful AI capabilities to automate response workflows, manage content, ensure data security, and integrate seamlessly with existing CRM systems like Salesforce. Loopio supports teams in creating accurate, timely proposals, security questionnaires (SQ), and due diligence questionnaires (DDQ), facilitating collaboration and improving efficiency across industries such as software, healthcare, and financial services. Trusted by over 1,500 companies, Loopio is recognized for its innovative approach to content management and superior customer support, rated highly by users on platforms like G2. By offering tools for content automation and a secure library, Loopio helps teams respond faster and with greater accuracy, ultimately winning more business.

📋 Description

• Own data hygiene and governance across GTM systems, including field standards, deduplication, and validation rules • Build and maintain dashboards and reports for pipeline health, conversion rates, win/loss trends, and churn/expansion • Partner with Sales, Account Management, and Revenue Operations leadership on revenue forecasting models • Serve as the checkpoint for order-to-cash handoff so Finance can invoice without delays caused by missing or inconsistent deal data • Act as the first point of contact for account data change requests • Administer CPQ and product catalog configurations, ensuring pricing and bundles align with Finance and Product • Build and maintain ad hoc data reports and dashboards for Sales, Marketing, and Customer Success • Support GTM stakeholders across Sales, Finance, Marketing, and Customer Success • Report to the Head of Revenue Operations

🎯 Requirements

• 3–5 years of experience in Revenue/Sales Operations, Business Intelligence, or a related analytical role • Experience ideally in B2B SaaS • Hands-on experience administering Salesforce • CPQ experience strongly preferred • Familiarity with NetSuite or a comparable ERP/billing system • Experience building dashboards and reports using Databricks, Tableau, Salesforce reporting, or similar BI tools • Strong data hygiene instincts • Comfort owning governance standards across systems • Ability to support multiple stakeholders across Sales, Finance, Marketing, and Customer Success with competing priorities • Comfortable operating in a fast-paced, evolving environment with evolving processes • Candidates must reside in the applicable hub regions to be considered • Candidates must have valid work permits / SIN to work in Canada; Loopio does not currently offer sponsorship

🏖️ Benefits

• Equity eligibility • Ongoing feedback and regular 1-on-1s • Professional mastery allowance for learning support • Health and wellness benefits starting day 1 • MacBook laptop • Monthly phone and internet subsidy • Work-from-home budget • Flexible remote work • Flexible co-working locations in Ontario and British Columbia • Townhalls, AMA sessions, and quarterly celebrations • Four Employee Resource Groups • Supportive remote-first culture • Equal opportunity workplace • Accommodations during virtual interview processes