Revenue Operations Specialist (Salesforce)

TL;DR

Revenue Operations Specialist (Salesforce): Managing and optimizing revenue operations workflows, CRM data, reporting, forecasting, and sales technology with an accent on Salesforce administration, data quality, and cross-functional process improvement. Focus on designing efficient lead and opportunity workflows, translating complex revenue data into actionable insights, and driving projects across Sales, Marketing, and leadership.

Location: Hybrid in Wakefield, Massachusetts, with 1–2 days per week in the office. The role supports Sentinel’s U.S. operations.

Salary: $80,000–$85,000 per year, calibrated according to geographic location.

Company

hirify.global is a U.S. employee benefits and financial services provider helping companies and employees manage retirement, health, wealth, and financial planning needs.

What you will do

• Own revenue operations projects from scoping and requirements through rollout and adoption.
• Optimize lead, opportunity, forecasting, follow-up, and sales cadence workflows across Salesforce and related tools.
• Manage lead intake, MQL assignment, data enrichment, CRM hygiene, and sales onboarding support.
• Build and maintain Salesforce reports, dashboards, list views, pipeline views, quotas, and forecasting tools.
• Administer Salesforce and connected revenue technologies, including ZoomInfo, LinkedIn Sales Navigator, Act-On, and cadence tools.
• Partner with Sales, Marketing, and leadership to clarify priorities, communicate risks, and turn data into actionable recommendations.

Requirements

• Bachelor’s degree in Business, Finance, Marketing, Data/Analytics, or a related field, or equivalent experience.
• 1–3 years of experience in revenue operations, sales operations, marketing operations, or a related role.
• Strong Salesforce skills, including reports, dashboards, list views, pipeline and forecast views, and sales workflow support.
• Advanced Excel skills, including experience working with datasets and pivot tables.
• Experience owning cross-functional projects and driving them through completion with limited direction.
• Excellent written and verbal communication, analytical judgment, attention to detail, and root-cause analysis skills.

Nice to have

• Experience in financial services, retirement, or employee benefits.
• Advanced Salesforce customization, configuration, administration, workflows, automations, and reporting.
• Hands-on experience with ZoomInfo or similar enrichment and intent tools.
• Experience with Act-On or other marketing automation platforms.

Culture & Benefits

• Collaborative, fast-changing environment focused on improving processes, technology, and client outcomes.
• PTO, sick and personal time, plus flexible time off after two years of service.
• 12 paid holidays, two community volunteer days, and five summer half-days.
• Medical, dental, vision, life, long-term disability, and short-term disability insurance.
• Retirement plan with a 4% employer match and parental leave.
• Inclusive workplace with reasonable adjustments available throughout the hiring process.