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Senior Revenue Operations Specialist

Roofr - Remote - Remote - posted 2026-09-04

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Salary: CAD 90,000 - 105,000 / annual

Roofr is seeking a Senior Revenue Operations Specialist to drive operational excellence and scalability across the Revenue organization. This is a hands-on role optimizing go-to-market (GTM) processes, improving the technology ecosystem, strengthening data integrity, and building AI-ready systems that enable Revenue teams to perform at their best. You will work closely with Sales, Marketing, Customer Success, and Enablement to identify operational challenges, develop solutions, automate manual processes, and ensure systems and workflows support a seamless customer and revenue lifecycle. Key responsibilities include: **Optimize Revenue Processes & Systems**: Identify operational challenges and develop scalable solutions that improve efficiency and productivity. Design, implement, and continuously optimize Revenue processes, workflows, and systems across the customer lifecycle. Apply a structured, project-management approach to understand problems, evaluate solutions, manage implementation, and measure outcomes. Partner with Revenue leaders to understand needs and ensure initiatives meaningfully improve team performance. Look for opportunities to simplify processes, eliminate manual work, and design human-in-the-loop AI workflows. **Drive Process Automation & AI Enablement**: Identify opportunities to automate repetitive and manual processes using existing technology, integrations, and automation platforms. Build and maintain workflows, automations, routing, notifications, and system-based solutions. Leverage connectors such as Fivetran or Zapier to connect systems and improve data flow. Continuously evaluate opportunities to use AI and emerging technologies to improve Revenue productivity. **Own & Optimize the Revenue Technology Stack**: Serve as subject matter expert and administrator for HubSpot Marketing Hub and Sales Hub. Own creation, maintenance, and optimization of pipelines, workflows, custom views, templates, playbooks, and lists. Manage and optimize key Revenue technologies including Aircall, Sakari, Gong, Stripe, Hippo Video, and Guru. Ensure systems are configured effectively, adopted appropriately, and integrated into Revenue workflows. Stay current on product capabilities and maintain vendor relationships. **Strengthen Data & Revenue Insights**: Maintain strong data integrity practices across tools, processes, and automations. Ensure GTM data is clean, consistently structured, and AI-ready. Use data to identify trends, diagnose operational issues, and measure impact of Revenue initiatives. Support analysis related to lead scoring, customer health, pipeline performance, conversion, productivity, and other Revenue performance indicators. Translate data and operational insights into actionable recommendations. **Partner Across Revenue**: Work closely with leaders and individual contributors across Sales, Marketing, Customer Success, and Enablement to inform roadmap and prioritize initiatives. Partner with Revenue Enablement Specialist to ensure new tools, processes, and AI-assisted workflows are effectively rolled out, documented, and adopted. Engage Revenue team members as partners in testing new processes and tools. **Documentation & Operational Excellence**: Create and maintain clear documentation for tools, systems, processes, workflows, and automations. Ensure documentation is accessible and easy for Revenue teams to understand and use. Partner with Enablement to support training and adoption of new tools and processes. Establish repeatable processes that make it easier for teams to consistently use Revenue systems. Roofr is a venture-backed SaaS company that started by building essential sales tools like aerial roof measurements and digital sales proposals. The company has expanded to create a comprehensive CRM that connects these solutions with payments, material ordering, and more into a seamless platform. The company has strong financials, best-in-class metrics, and an exciting roadmap ahead. **Requirements**: - 4+ years of experience in Revenue Operations, Sales Operations, Marketing Operations, or Customer Success Operations - Hands-on HubSpot administration experience across Marketing Hub and Sales Hub - Experience owning, implementing, and optimizing Revenue technology and GTM systems such as CRM, conversation intelligence, sales engagement, communication, customer education, and payment platforms - Strong understanding of Revenue processes and how systems, data, and workflows support the broader GTM motion - Experience building and optimizing workflows, automations, integrations, and data flows - Strong analytical skills and ability to use data to identify problems, inform decisions, and measure impact - Demonstrated hands-on experience evaluating or implementing AI-powered GTM tools, including AI-assisted workflows, automation platforms, or agentic tooling - Strong project management skills with ability to independently drive initiatives from concept through implementation - Ability to thrive in a fast-paced, agile, and dynamic environment where priorities can change quickly - Strong cross-functional collaboration skills and ability to work effectively with stakeholders at all levels - Excellent written and verbal communication skills with ability to translate technical concepts into clear, actionable recommendations - Comfortable operating in PLG (product-led growth) and/or PLS (product-led sales) environments **Bonus qualifications**: - HubSpot certifications (Administrator, Marketing Software, or Sales Software) - Experience integrating GTM technologies directly and using Zapier or similar integration platforms - Experience working in organizations supporting both PLG/self-serve and PLS/sales-assisted conversion models - Proficiency with Aircall, Sakari, Gong, Zendesk, Stripe, Hippo Video, Guru, and Asana - Experience with AI-enabled Revenue Operations tools and automation - Experience with SaaS metrics such as pipeline conversion, velocity, retention, customer health, and productivity

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