Revenue Operations Specialist

About the Role
Alma is looking for a highly organized, technically fluent Revenue Operations Specialist who uses AI and automation to make revenue teams faster and more scalable. This role spans sales operations, CRM administration, cross-functional coordination, and strategic response writing — critical to how Alma wins deals and improves its go-to-market motion. 

Responsibilities
Cross-Functional Project Coordination

• Manage multiple complex, cross-departmental projects simultaneously, translating technical and AI/automation concepts into clear, actionable language for non-technical stakeholders
• Document processes thoroughly so institutional knowledge and automation logic are never siloed
• Ability to connect CRM functionality to marcom interfaces and platforms. 

Process Automation: Design Series of Web-based Sales Tools and Related Processes

• Partner with engineers to design and build an AI-powered sales interface that
  •  automates lead generation
  • accelerates sales stage advancement, and 
  • provides reps real-time pipeline visibility
• Audit existing RevOps workflows and systematically automate current RevOps responsibilities, which are also listed below: 

RFP Response & Proposal Coordination

• Lead end-to-end RFP, RFI, and security questionnaire responses from intake through submission, serving as project manager across Sales, Product, Engineering, Legal, and Finance
• Leverage AI writing tools and automation to accelerate drafting, content reuse, and quality review
• Build and maintain a living content library and intake workflows that reduce manual coordination and keep answers current

CRM Administration & Automation

• Administer and optimize Salesforce and HubSpot, automating repetitive workflows, reducing manual data entry, and improving data quality at scale
• Identify and eliminate manual tasks through CRM-native automation and AI-powered tools; own data hygiene processes with a goal of minimizing human intervention
• Maintain SOPs and evaluate new integrations that improve team productivity

Revenue Reporting & Analytics

• Build and maintain reporting infrastructure providing real-time pipeline visibility, sales performance metrics, and customer health signals
• Deliver executive-facing dashboards and board-level metrics packages; proactively identify reporting gaps and automate delivery where possible

Conference & Event Coordination

• Own end-to-end logistics for all conference participation  — registration, exhibitor portals, utilities, shipping, and post-event wrap-up
• Owen and coordinate special events such as company sponsored dinner to support new procurement pathways

• 3+ years in Revenue Operations, Sales Operations, or a related role
• Demonstrated experience writing and managing presentation materials, reports, and/or RFP responses
• Hands-on experience with AI writing, automation, or workflow tools (e.g., ChatGPT, Claude, Zapier, Make, Workato, or similar)
• CRM Administration Experience: Salesforce proficiency: reports, dashboards, data hygiene, and basic admin tasks, contact/deal management, workflows, and reporting
• Strong project management skills with a track record of driving cross-functional work to completion
• Excellent written communication — able to translate technical and AI-generated content into polished, audience-appropriate language
• Comfortable operating independently in a fast-moving environment with evolving priorities
• Proficiency in Google Sheets / Excel for reporting and data analysis

• Experience in K–12 edtech, government, or public sector B2B operations 
• Familiarity with Student Information Systems (SIS) or similar enterprise education software
• Experience building automated workflows within Salesforce or HubSpot
• Exposure to AI-powered revenue intelligence tools (e.g., Gong, Clari, Highspot, or RFP-specific platforms like Responsive or RFPIO)
• Background in prompt engineering or working with LLMs in a business context 

Alma is an equal opportunity employer. We evaluate qualified applicants regardless of race, color, religion, sex, national origin, disability, veteran status, and other protected characteristics. We celebrate diversity and are committed to creating an inclusive environment for all employees. Studies have shown that people from historically underestimated groups are less likely to apply for jobs unless they believe they meet every one of the qualifications described in a job description. We know from experience and past hires that the best person for this role will likely not check every box listed here. We encourage you to apply, even if you don't believe you meet all the qualifications described.