[Remote] Technical Revenue Operations Consultant

Note: The job is a remote job and is open to candidates in USA. SaaScend is a RevOps consulting partner. The Technical Revenue Operations Consultant leads client engagements from discovery through implementation, diagnosing revenue operations problems and designing and building effective processes and systems across people, data and technology.

Responsibilities

• Run discovery across Sales, Marketing, Customer Success, Finance, Operations and leadership
• Map how revenue actually moves through the business — from first touch through lead, opportunity, customer, expansion and renewal
• Identify operational problems, revenue leakage, unnecessary manual work and gaps between teams or systems
• Translate business requirements into technical solutions across CRM, marketing automation, sales technology, customer success and data platforms
• Design lifecycle architecture — stages, statuses, qualification criteria, conversion points, handoffs and ownership
• Design lead and account management — routing, scoring, enrichment, deduplication, assignment, territories and SLAs
• Design sales processes — pipeline stages, opportunity architecture, forecasting, activities, approvals and rep workflows
• Design marketing operations — campaign structure, attribution, lead capture, scoring, nurture, segmentation and marketing-to-sales handoff
• Design customer lifecycle processes — onboarding, account management, expansion, renewal, churn and Customer Success handoffs
• Build automation across systems using tools such as Salesforce Flow, HubSpot Workflows, n8n, Make, Zapier and APIs
• Design integrations between CRM and the wider GTM stack
• Build reporting and dashboards that leadership can actually use to run the business
• Audit existing technology stacks and recommend what to keep, replace, consolidate or remove
• Clean up messy CRM estates — duplicate fields, broken automation, inconsistent lifecycle stages, poor data and accumulated technical debt
• Write technical specifications covering data models, fields, automation, integrations, permissions, migration requirements and test scenarios
• Get hands-on with implementation where it matters
• Own testing, UAT, deployment and adoption with the client
• Support pre-sales through discovery, solution shaping, technical scoping and estimates

Skills

• You understand RevOps as an operating model, not a collection of software tools
• You understand how Marketing, Sales, Customer Success and Finance connect and where processes commonly break between them
• You're comfortable working across: • Lead-to-revenue • Marketing-to-sales handoff • Lead and account lifecycle management • Pipeline management and forecasting • Territory and ownership models • Customer lifecycle • Expansion and renewal • Attribution • Data quality and governance • Reporting and analytics • GTM systems architecture
• You should be able to take a whiteboard and draw how revenue moves through a business before opening Salesforce
• You need strong hands-on experience with at least one major CRM
• You understand: • CRM data models • Leads, Contacts, Accounts and Opportunities • Custom objects and relationships • Lifecycle and stage architecture • Fields and validation • Routing and assignment • Automation • Permissions and security • Reports and dashboards • Data migration • Integrations
• You don't need to be a Salesforce developer, but you shouldn't be afraid of opening an org and figuring out what's happening
• You understand how marketing systems connect into the wider revenue engine
• You understand forms, campaigns, scoring, segmentation, nurture, consent, attribution and lifecycle management
• You're comfortable working with the wider GTM stack
• We do expect you to understand the problems they're trying to solve and how they should interact with the CRM
• You naturally look for opportunities to remove manual work
• You understand: • APIs and webhooks • Integration patterns • Middleware • System ownership • Source-of-truth decisions • Error handling • Data synchronisation
• You don't need to be a software engineer
• But JSON shouldn't scare you
• You're comfortable getting into the data rather than relying entirely on dashboards
• You can work with spreadsheets and large datasets, investigate inconsistencies and identify why two systems are producing different numbers
• You understand deduplication, transformation, field mapping, migration, enrichment, governance and reporting architecture
• You should be comfortable using AI tools to accelerate analysis, documentation, configuration, development and QA
• You can challenge clients constructively, explain technical concepts to non-technical stakeholders and turn messy conversations into clear decisions, processes and technical specifications
• Salesforce is strongly preferred
• You should be comfortable working with platforms such as HubSpot, Marketo, Account Engagement (Pardot) or Marketing Cloud
• You should be comfortable working with tools such as Gong, Outreach, Salesloft, Apollo, ZoomInfo, Clay, LinkedIn Sales Navigator, Calendly, Chili Piper and other sales engagement or conversation intelligence platforms
• Experience with n8n, Make, Zapier, Workato or MuleSoft is valuable
• SQL experience is valuable
• Even better if you've experimented with AI agents, Claude, ChatGPT, Cursor, APIs, MCP, n8n or similar tools to automate real operational work
• We do expect you to be curious enough to learn it quickly
• Salesforce or HubSpot certifications
• Salesforce and HubSpot administration experience
• Marketo, Account Engagement or Marketing Cloud experience
• Gong, Outreach, Salesloft, Clay or wider GTM tooling experience
• SQL or data analytics experience
• N8n, Make, Zapier, Workato or similar automation experience
• Experience working with APIs
• Basic JavaScript, Python or Apex knowledge
• Experience with AI coding or automation tools
• CPQ or quote-to-cash experience
• Previous consultancy or agency experience
• SaaS or B2B experience

Benefits

• Healthcare included
• Uncapped holiday
• Paid annual company retreat
• Trust-based culture with real autonomy
• Genuine ownership of your engagements
• Exposure across the modern GTM technology stack
• Genuine investment in developing your technical, consulting and AI skills
• Remote-first

Company Overview