Heritage Werks
51 - 200 employees
Heritage Werks is the heritage agency for sports, brands and entertainment.
Revenue Operations Specialist
🕒 April 14
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Heritage Werks
51 - 200 employees
Heritage Werks is the heritage agency for sports, brands and entertainment.
📋 Description
• Own CRM data integrity, ensuring opportunities, pipeline, and account data are accurate, complete, and up to date • Support disciplined pipeline management and forecasting • Build dashboards and reports to track revenue performance and pipeline health • Identify gaps in CRM usage and drive adoption of best practices • Standardize project and task setup to align sales and delivery execution • Ensure workflows are followed consistently across teams • Partner with Program Directors to align tracking with client expectations • Manage monthly and quarterly reporting, including retainer tracking and performance summaries • Provide timely insights to support leadership decision-making • Ensure consistency in how performance is measured and communicated • Support scoping and estimation for custom work • Develop structured estimates aligned to scope and pricing assumptions • Draft clear, client-ready Statements of Work (SOWs) • Ensure quality and consistency to support deal progression • Facilitate the internal estimates needed to prepare proposals and scopes of work • Identify inefficiencies and implement scalable improvements • Streamline processes across Salesforce, Wrike, and reporting workflows • Reduce manual work and duplication across systems • Partner with Program Directors, Enterprise Partners, and internal teams • Support onboarding and training on tools and processes • Troubleshoot system and workflow challenges
🎯 Requirements
• Bachelor’s degree or equivalent experience • 3–6+ years of experience in revenue operations, sales operations, or similar roles • Hands-on experience with CRM systems (Salesforce preferred) • Extensive experience in power point presentations required. • Experience with project/workflow tools (Wrike or similar) • Strong analytical and reporting skills • Experience supporting sales processes, forecasting, and pipeline management • Strong attention to detail and organizational skills • Ability to work cross-functionally and influence without authority
🏖️ Benefits
• Competitive salary • Medical, dental, and vision insurance • 401(k) with company match • Paid time off and holidays • Professional development opportunities
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