Revenue Operations Specialist

Who We Are

At Heritage Werks, we believe every story deserves to be preserved and shared. We partner with world-class brands, sports franchises, fashion icons, and mission-driven organizations to safeguard their most meaningful materials and bring them to life in ways that inspire connection.

We preserve history. We protect generational legacies. And we do it with care, purpose, and a forward-thinking approach—honoring the past while making it relevant for today and meaningful for the future.

Location: Remote (Eastern Time Zone preferred; Atlanta-based candidates are a plus). Open to Atlanta locations 1-2 times a week or as per business requirement.

Role Overview

We are seeking a Revenue Operations Specialist who will enhance the effectiveness and scalability of our client services and growth teams by optimizing systems, data, and workflows.

This role sits at the center of revenue operations, supporting Program Directors and Enterprise Partners by reducing operational friction, improving visibility into performance, and directly enabling the development and conversion of revenue opportunities. The position will report directly to the SVP of Client Services.

What You’ll Do

CRM & Pipeline Management (Salesforce)

• Own CRM data integrity, ensuring opportunities, pipeline, and account data are accurate, complete, and up to date
• Support disciplined pipeline management and forecasting
• Build dashboards and reports to track revenue performance and pipeline health
• Identify gaps in CRM usage and drive adoption of best practices

Workflow & Project Coordination (Wrike)

• Standardize project and task setup to align sales and delivery execution
• Ensure workflows are followed consistently across teams
• Partner with Program Directors to align tracking with client expectations

Reporting & Performance Insights

• Manage monthly and quarterly reporting, including retainer tracking and performance summaries
• Provide timely insights to support leadership decision-making
• Ensure consistency in how performance is measured and communicated

Commercial Enablement (Estimates & SOWs)

• Support scoping and estimation for custom work
• Develop structured estimates aligned to scope and pricing assumptions
• Draft clear, client-ready Statements of Work (SOWs)
• Ensure quality and consistency to support deal progression
• Facilitate the internal estimates needed to prepare proposals and scopes of work

Process Optimization & Enablement

• Identify inefficiencies and implement scalable improvements
• Streamline processes across Salesforce, Wrike, and reporting workflows
• Reduce manual work and duplication across systems

Cross-Functional Support

• Partner with Program Directors, Enterprise Partners, and internal teams
• Support onboarding and training on tools and processes
• Troubleshoot system and workflow challenges

What You’ll Bring

• Bachelor’s degree or equivalent experience
• 3–6+ years of experience in revenue operations, sales operations, or similar roles
• Hands-on experience with CRM systems (Salesforce preferred)
• Extensive experience in power point presentations required.
• Experience with project/workflow tools (Wrike or similar)
• Strong analytical and reporting skills
• Experience supporting sales processes, forecasting, and pipeline management
• Strong attention to detail and organizational skills
• Ability to work cross-functionally and influence without authority

Key Competencies

• Systems Thinking: Understands and optimizes how tools, data, and workflows connect
• Attention to Detail: Ensures accuracy across data, reporting, estimates, and documentation
• Process Optimization: Identifies inefficiencies and implements scalable improvements
• Commercial Acumen: Understands how pricing, scope, and delivery drive revenue outcomes
• Data & Analytical Skills: Translates data into actionable insights
• Accountability & Ownership: Takes ownership of systems, data integrity, and outcomes
• Cross-Functional Collaboration: Aligns stakeholders across teams effectively
• Communication: Clearly communicates processes, expectations, and outputs
• Adaptability: Thrives in a fast-paced, evolving environment

Success Metrics

• Accuracy and completeness of CRM data and forecasting
• Creation, implementation, training and consistent use of systems and workflows across teams.
• Mentorship approach required for training teams
• Timeliness and quality of reporting (monthly, quarterly, client-facing)
• Accuracy and turnaround time of estimates and SOWs
• Reduction in manual effort and process inefficiencies
• Improved visibility into pipeline, performance, and account health

Ways of Working & Impact

• Operates as an enabler of revenue teams, not a replacement for accountability
• Balances operational rigor with commercial urgency to support deal velocity
• Focuses on improving systems and processes, not just executing tasks
• Maintains a proactive, solutions-oriented mindset
• Drives consistency and discipline across tools, workflows, and commercial processes
• Plays a critical role in increasing revenue productivity by improving data quality, reducing friction, and enabling faster, more predictable growth

• Competitive salary
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and holidays
• Professional development opportunities

Equal Opportunity Employer

Heritage Werks is an equal opportunity employer. We are committed to fostering an inclusive environment and do not discriminate on the basis of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected characteristic.