Senior Sales & Revenue Operations Administrator

🕒 April 17

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Multiview Financial Software

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1990

☁️ SaaS

🤝 B2B

💸 Finance

SaaS • B2B • Finance

Multiview Financial Software is a provider of cloud-based ERP software focused on financial management for organizations such as hospitals, nonprofits, education, and utilities. Their Multiview ERP platform offers integrated modules — general ledger, budgeting & forecasting, accounts payable and receivable, fixed assets, reporting and dashboards, materials management, barcoding, and automated workflows — designed to streamline month-end close, improve reporting accuracy, and simplify asset and inventory lifecycles. Delivered as a fully-managed cloud application, Multiview targets finance leaders and accounting teams to give clarity, control, and efficiency in financial operations.

📋 Description

• Serve as a day‑to‑day administrator of HubSpot, acting as the system expert for Sales, Client Success, and Marketing. • Evaluate and operationalize AI features within CRM and sales technology platforms to drive measurable gains in efficiency and effectiveness. • Build, maintain, and continuously optimize CRM workflows, automations, and routing logic to support lead management, pipeline movement, renewals, and expansion. • Configure and manage pipelines, objects, properties, lifecycle stages, permissions, and integrations. • Troubleshoot CRM issues and implement enhancements based on feedback from end users. • Design and maintain reports and dashboards to track sales performance (pipeline health, conversion rates, activity metrics, forecasting). • Analyze trends and surface actionable insights that inform decision‑making and performance improvement. • Collaborate with IT and Operations teams to integrate CRM data with third-party systems, databases, and tools.

🎯 Requirements

• Bachelor's degree in marketing, Business, Information Systems, Communications, or related field. • 5+ years of hands-on experience with CRM administration. • Experience with building and maintaining CRM workflows, reports, custom properties, and integrated tools, including using HubSpot CRM. • Experience defining, building and maintaining a CPQ and other cross-team automated workflows, process and associated tooling. • Demonstrated experience cleaning, managing, and segmenting large data sets. • Attention to detail. • Solid understanding of CRM best practices in SaaS industry. • Strong AI fluency with hands-on experience applying AI tools within Sales Operations, Revenue Operations, or GTM environments. • Experience supporting adoption, training, and change management for new AI-driven tools and processes. • Data tools: Excel (advanced), HubSpot import/export, deduplication, and data cleansing tools. • Proficient with API integrations, webhooks, or tools used to integrate systems. • Basic understanding of HTML/CSS and email template design is an asset. • Experience in B2B SaaS implementations of CRM solutions. • Familiarity with GDPR, HIPAA, or data privacy requirements is a plus.

🏖️ Benefits

• 4 weeks’ vacation to start, additional paid time off to supplement work-life balance, wellness, and mental health days. • The company paid competitive Benefits including Extended Health, Dental, Vision and more. • Workplace Flexibility (Flexibility to work remotely in Ottawa or from our HR office) • Health and Wellness Perks • Continuous growth opportunities, professional development training support and leadership development