Role: Revenue Operations Specialist
Type: Contract - Full-time, Perm.
Location: Woodbridge, ON
Revenue Operations Specialist:
Meritus/REV Capital is looking for a Revenue Operations Analyst to join our growing team! The Revenue Operations Analyst will play a critical role in optimizing our Salesforce platform and enhancing our revenue operations to support our Sales and Marketing teams. Your expertise will ensure efficient customer data management, maximize outreach efforts, and streamline revenue processes. Working closely with cross-functional teams, the Revenue Operations Analyst will implement and maintain Salesforce best practices, develop and analyze reports, and provide actionable insights to drive sales growth and improve marketing effectiveness.
About Meritus Capital:
Meritus Capital provides invoice factoring and payroll funding solutions for companies ranging from startup to those that are billing more than 200MM in annual revenue. Specializing in temporary staffing, transportation, manufacturing and oil & gas, Meritus has proven to be a valuable source of working capital for hundreds of companies in these industries along with many others in a wide array of B2B industries.
How does invoice factoring work?
A business sells its unpaid invoices to a third-party company (known as a ‘factor’) at a discounted rate, receiving up to 98% of their invoice value immediately. The factor then handles collections and underwriting, so the business owner no longer needs to worry about net terms or chasing payments from their customers. The result? Business owners can reinvest time and cashflow into their operations, helping them grow, stay competitive, and become industry leaders. Want to learn more about the value of factoring? Here’s a practical breakdown by Loren, our CEO. Our team at REV is passionate about helping others. We embrace diversity and inclusivity, offering a flexible environment where professional and personal growth happens – just like with the hundreds of clients we support daily.
Ready to make an impact? Let’s explore the difference you can make on our team!
About You:
You thrive in a fast-paced environment and have a strong sense of urgency. You excel at balancing humility with your extensive know-how, ensuring that you are always approachable and ready to collaborate with the wider team. You come to the table with insightful questions, demonstrating your proactive approach to problem-solving and your eagerness to learn. You are eager to learn and grow into the best version of yourself!
Responsibilities:
- Develop and implement advanced reporting and dashboard solutions to provide actionable insights and support strategic decision-making across sales and marketing channels.
- Collaborate with cross-functional teams, including sales, marketing, and finance, to understand business requirements and translate them into integrated Salesforce solutions.
- Design, configure, and customize our Salesforce platform to meet the specific needs of our sales and marketing teams, focusing on optimizing data management, lead generation, and customer engagement.
- Analyze data from disparate sources and develop strategies to integrate, cleanse, and standardize data within Salesforce and other platforms, ensuring a seamless data flow that supports revenue operations.
- Lead initiatives to enhance data quality within Salesforce and other CRM systems to ensure accuracy, completeness, and reliability of the data used in strategic operations.
- Provide ongoing technical support and guidance to the sales and marketing teams, including training on new Salesforce features and best practices.
- Stay current on Salesforce updates, new tools, and industry best practices, continuously identifying opportunities for process improvement and technological advancements.
- Participate in the design and implementation of automated processes and workflows that enhance efficiency and effectiveness in lead management and customer engagement.
- Serve as a liaison between technical teams and non-technical stakeholders, ensuring clear communication and alignment on project goals and deliverables.
Qualifications:
- 3+ years of experience as a Salesforce Administrator or Consultant, with a proven track record in Salesforce implementations and optimizations.
- Strong understanding of Salesforce architecture, data model, and customization capabilities.
- Proficient in data analysis and manipulation using tools such as Excel, SQL, or similar; experience with data integration is highly preferred.
- Salesforce certifications (e.g., Salesforce Administrator, Salesforce Certified Sales Cloud Consultant) are strongly preferred.
- Bachelor’s degree in Business Administration, Information Systems, or a related field.
What We Offer:
- Competitive compensation plan
- Flexible work schedule
- Growth and development opportunities
- Team outings and social events
- Excellent extended medical, dental, and vision benefits plan that is 100% employer paid
Let your journey at Meritus/REV Capital begin!
Top Skills
What We Do
We are the leading provider of full-service factoring services in Canada and the United States, with seven offices across North America. We support thousands of businesses with invoice management, credit underwriting, and collection services. By offering dedicated support and transparent access to the factoring process, we help our clients grow their operations, maintain their competitive edge, and become leaders in their industries.
At REV Capital, doing business with full transparency isn't just a selling proposition, it's a core belief. That’s why we offer our clients complete visibility into every transaction on their account. Find out when your receivable is closed, whether we've received non-funded payments, and how much you pay on every invoice. If you ever need any clarification, your Client Relationship Manager is always a phone call away.
*REV Capital is a tradename used by Baron Finance Incorporated
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