Revenue Operations Specialist

FieldPulse is a high-growth field service management software built specifically for the trades. From the first call to the final payment we help trades businesses streamline every step of their work. Our platform empowers office staff field technicians management and business owners with the tools they need to book and schedule work create estimates complete jobs and get paid - faster and more efficiently. Trusted by thousands of businesses globally FieldPulse pairs cutting-edge technology with a customer-first mindset to support the people who keep our world running.

We are seeking a Revenue Operations Specialist to support and optimize the post-sale customer lifecycle with a strong focus on Onboarding Implementation Client Success and Support operations. This role will be responsible for ensuring scalable processes accurate data and operational alignment across teams that directly impact customer experience retention and expansion.

The ideal candidate brings hands-on experience in Salesforce thrives in a fast-paced high-growth SaaS environment and enjoys working cross-functionally to solve operational challenges.

What You'll Do: 

Revenue Operations & Process Optimization

• Own and improve operational workflows supporting Onboarding Implementation Client Success Support and Marketing.
• Identify inefficiencies across people process and technology and drive scalable solutions
• Partner closely with Customer Success Implementation Support Sales and Finance to ensure seamless handoffs and lifecycle visibility
• Document processes playbooks and system workflows to support consistency and scale

Systems & Data (Salesforce-Focused)

• Serve as a primary Salesforce partner for post-sale teams
• Maintain and enhance Salesforce objects fields automation reports and dashboards
• Ensure data integrity cleanliness and alignment across the customer lifecycle
• Support reporting related to onboarding health implementation progress churn risk renewals and customer engagement

Analytics & Reporting

• Build and maintain dashboards and operational reporting to support leadership and frontline teams
• Analyze onboarding timelines implementation performance customer health indicators and support trends
• Use data to proactively surface risks bottlenecks and opportunities for improvement

Cross-Functional Collaboration

• Act as a connective layer between GTM post-sale and operations teams
• Support change management initiatives tied to tooling processes or customer experience improvements
• Assist with ad-hoc operational projects and inbound requests from stakeholders

What We're Looking For:

• 3+ years of experience in Revenue Operations Business Operations Sales Operations or Customer Operations
• Direct experience supporting Onboarding Implementation Client Success or Support teams
• Strong hands-on experience with Salesforce (reports dashboards automation Flows data management)
• Experience working in a B2B SaaS environment
• Experience in a high-growth or scaling company
• Advanced proficiency in Excel / Google Sheets (formulas pivots lookups)
• Strong analytical mindset with the ability to translate data into actionable insights
• Highly organized detail-oriented and process-driven
• Self-starter who can operate independently and manage competing priorities
• Excellent written and verbal communication skills
• Strong collaborator and team player

Nice to Have:

• Experience supporting post-sale revenue motions (onboarding → retention → expansion)
• Familiarity with customer success tooling (e.g. Gainsight inAccord Zendesk Pendo Jira)
• Experience working with billing subscriptions or usage-based metrics
• Exposure to BI tools (Looker Tableau Power BI)

Why You’ll Love Working Here:

• Impactful Fast-Paced Startup Culture: Work on exciting projects that truly move the needle.
• Comprehensive Health Coverage: Medical insurance plus dental & vision benefits to keep you covered.
• Lunches Provided Monday–Friday: Delicious meals on us to fuel your day.

• Health & Wellness Perks: Memberships to keep you feeling your best.
• 401(k) Plan: Secure your future while you grow with us.
• Clear Path for Growth: Transparent career progression professional development and promotion opportunities.
• Paid Parental Leave: Support for you and your family when it matters most.

What We Do

Trusted by thousands of service businesses FieldPulse is an all-in-one platform that gets your entire field service team on the same page across the office and the field so that time is focused on growing the business and serving customers.Built with customization at the center FieldPulse is the only service management software that adapts to the unique ways each service business manages their workflows. Backed by award-winning customer support FieldPulse is the business partner contractors trust to simplify their operations and power growth.FieldPulse puts essential features like scheduling estimates invoices payments customer management and job management into one platform and helps you scale while maintaining consistency across processes and service quality. As your business grows opt in to advanced features for larger more complex business types like custom reporting inventory management pricebook Operator AI and more.Explore all features or get a demo at fieldpulse.com

Why Work With Us

FieldPulse was founded in 2015 and recently raised a $50 million Series C funding round in 2025. FieldPulse was named on the 2025 Inc. 5000 list of fastest growing private companies and has also been named Best Place to Work in Dallas by the Dallas Morning News.