Senior Revenue Operations Specialist

Who We Are

Our goal is to save ten-million hard-working employees ten-billion dollars. We are a values driven, well-funded, and fast-growing Financial Technology and HR company. We want to empower small and midsize businesses with financial tools that make them the place where people want to work.

We’ve created a financial empowerment platform that helps small but mighty HR teams make a big impact on employee financial wellness. ZayZoon is quickly becoming the employee financial wellness super-app that employees can’t live without, and employers are clamoring to offer to help attract and retain talent.

We are growing fast and have been recognized for rapid growth in the 2023 Deloitte Technology Fast 500 and Canadian Technology Fast 50 program! You can read more about it here.

We are seeking a Senior Revenue Operations Specialist with strong HubSpot proficiency and experience in revenue operations at a scaling company to join our RevOps team. This role will focus primarily on supporting our Client Success team by optimizing processes, workflows, and reporting within HubSpot. In addition, this person will provide support to the sales ops team as organizational priorities allow. The ideal candidate will bring a deep understanding of both Client Success and Sales functions, an ability to work cross-functionally, and a strong background in HubSpot.

YOUR RESPONSIBILITIES:

• Develop and maintain HubSpot workflows, sequences, and automations to enhance the efficiency and impact of the Client Success team
• Build and monitor dashboards and reports in HubSpot for tracking key Client Success metrics such as customer health, retention, and engagement
• Collaborate with Client Success leadership to identify operational needs and translate them into effective solutions within HubSpot
• Provide troubleshooting support for any HubSpot-related issues impacting the Client Success team’s ability to deliver a positive customer experience
• Act as a supporting resource for the Sales Ops team, assisting with sales workflows, reporting, and automations as needed
• Support the Sales team with ad hoc reporting and insights, particularly as it relates to sales metrics within HubSpot
• Work closely with RevOps, Client Success, and Sales teams to align HubSpot functionalities with the needs of each department
• Conduct regular audits of HubSpot processes, ensuring workflows and automations support scalable growth across Client Success and Sales
• Serve as the go-to HubSpot expert for the Client Success teams, providing training, guidance, and best practices as needed
  
  
  

WHAT YOU BRING TO THE TABLE:

• Proficiency in HubSpot, with extensive experience building workflows, sequences, automations, and custom reporting
• Background in Client Success operations, with a solid understanding of Client Success metrics and drivers of customer health
• Experience in sales operations, with the ability to support Sales teams
• Strong analytical skills, particularly with HubSpot reporting, to generate insights for both Client Success and Sales teams
• Proven ability to work cross-functionally and build positive relationships across departments
• Team player with a proactive, problem-solving mindset
  
  
  

ANYTHING ELSE YOU MIGHT NEED TO KNOW

Candidates must be located in Canada to be considered.

We are organized as a remote team, as such we are looking for candidates who can work effectively remotely. You must have access to a secure high speed internet connection and a secure workspace to ensure security of private information. This role is available on a permanently remote basis.

Please be aware that as part of our final hiring process, we will conduct reference calls with previous managers and possibly other individuals. Additionally, due to the nature of our business, a criminal record check and a basic security clearance will also be required.

We wish to thank all qualified applicants for their interest in joining our team!