Revenue Operations Specialist (Sales & Success Enablement)

Engagifii is a leading provider of comprehensive B2B SaaS solutions, empowering associations, lobbying firms, and governmental organizations across the United States to enhance engagement and streamline operations. Committed to driving revenue growth and achieving company goals through innovation and collaboration, we are seeking a highly skilled Revenue Operations Specialist to join our dynamic team. This individual will play a pivotal role in supporting our revenue generation efforts by leveraging their expertise in writing, designing presentations and graphics, and working with complex spreadsheets and analysis.

JOB DESCRIPTION

As a Revenue Operations Specialist at Engagifii, you'll play a pivotal role in supporting our revenue leadership team to drive success across sales, customer success, and marketing initiatives. This role offers ample opportunities for career growth, blending creativity with analytical prowess in a dynamic environment. We're seeking a proactive individual who thrives on ownership and directly impacts revenue growth. If you're a jack-of-all-trades with a passion for results, this role is for you!

RESPONSIBILITIES

Lead Generation

• Collaborate with revenue leadership to execute programs and initiatives to drive qualified leads and opportunities.
• Create compelling content and collateral to support lead generation campaigns, including blog posts, white papers, and case studies.
• Support marketing efforts by creating content for email campaigns, blog posts, and social media channels.
• Design visually appealing presentations and graphics to showcase our solutions and value proposition.
• Manage end-to-end lead data projects, from assigning tasks to contractors to importing clean data into our CRM system (HubSpot) and optimizing the lead pipeline for the sales team.

Sales and Customer Success Support

• Organize and manage sales collateral and documentation, ensuring accessibility and effectiveness for all customer-facing teams.
• Assist in the creation or modification of sales decks and presentations to support sales meetings and pitches.
• Collaborate with the sales and customer success teams to develop customized materials and resources for client engagements, including onboarding guides and training materials.
• Analyze sales data and performance metrics to identify trends and opportunities for optimization.

Email Campaigns and Communication

• Design and execute targeted email campaigns to engage prospects and nurture leads through the sales funnel.
• Craft compelling email content and messaging to drive engagement and conversions.
• Monitor campaign performance and conduct A/B testing to optimize email effectiveness.

CRM Management and Optimization

• Enhance and maintain CRM system integrity, perform regular updates, and generate reports and dashboards to provide actionable insights to management.
• Manage CRM workflows and processes to streamline lead management and sales operations.
• Assist leadership in training team members on CRM best practices and usage guidelines.

Industry Research and Training Resources

• Conduct market research and competitive analysis to stay informed about industry trends and developments to provide valuable insights and continuously improve the performance of our sales and customer success teams.
• Create training resources and materials to educate sales and customer success teams on product features and benefits.

Project Management and Coordination

• Coordinate projects and initiatives related to revenue operations, ensuring timely execution and delivery.
• Collaborate with cross-functional teams to align priorities and ensure successful project outcomes.
• Prepare regular reports and dashboards to communicate key insights and findings to stakeholders.

Requirements

• 2+ years of experience in sales, marketing, customer success, or a similar role, preferably in a SaaS or technology-driven environment (required)

• Bachelor's degree in Business Administration, Marketing, or a related field (preferred)
• Proficiency in CRM systems, preferably HubSpot
• Advanced spreadsheet skills in Microsoft Excel or Google Sheets
• Strong understanding of sales and marketing principles and best practices
• Excellent written and verbal communication skills, with the ability to craft compelling content and messages.
• Creative flair combined with analytical rigor, with a knack for crafting engaging content and deriving insights from data
• Ability to thrive in a fast-paced, dynamic environment and adapt quickly to change
• A proactive, detail-oriented mindset with a passion for driving measurable results and supporting revenue growth
• Experience writing emails and building marketing campaigns, using graphic design software to create marketing collateral, or social media marketing are a plus!

Benefits

• Competitive salary and performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 401K
• Flexible work schedule (2-3 days in office located at 285/75 per week)
• Generous vacation policy
• Vibrant company culture with regular team-building activities and social events