Senior Sales & Revenue Operations Administrator

Senior Sales / Revenue Operations Analyst We are a growing SaaS company seeking a Senior Sales / Revenue Operations Analyst to play a critical hands-on role in optimizing the systems, processes, and data that support our Sales, Client Success, and Marketing teams.This role is ideal for someone who enjoys working directly in the CRM, building workflows and automation, improving processes, and turning data into actionable insights. You will be a key partner to revenue leadership, helping ensure our go-to-market teams operate efficiently, consistently, and with strong data discipline as the business scales.This role partners closely with Sales Leadership, Client Success Leadership, and Marketing to align process, data, and systems across the full customer lifecycle.Key ResponsibilitiesCRM Ownership & Hands-On Operations (HubSpot)Serve as a day-to-day administrator of HubSpot, acting as the system expert for Sales, Client Success, and MarketingEvaluate and operationalize AI features within CRM and sales technology platforms to drive measurable gains in efficiency and effectivenessBuild, maintain, and continuously optimize CRM workflows, automations, and routing logic to support lead management, pipeline movement, renewals, and expansionConfigure and manage pipelines, objects, properties, lifecycle stages, permissions, and integrationsTroubleshoot CRM issues and implement enhancements based on feedback from end usersData Stewardship & HygieneDesign and maintain reports and dashboards to track:Sales performance (pipeline health, conversion rates, activity metrics, forecasting)Client Success metrics (onboarding, renewals, churn, expansion)Marketing performance (lead flow, funnel conversion, campaign effectiveness)Analyze trends and surface actionable insights that inform decision-making and performance improvementCollaborate with IT and Operations teams to integrate CRM data with third-party systems, databases, and tools (e.g., ERP, analytics platforms, customer support systems - Zendesk, Wrike).Process Improvement & AutomationPartner with Sales, Client Success, and Marketing to document, improve, and scale revenue processesIdentify inefficiencies or friction points and implement CRM-driven solutions to reduce manual workSupport forecasting, pipeline reviews, and territory or capacity analysis as neededCreate documentation and best practices to drive adoption and consistent system usageReporting & Performance AnalyticsCreate, manage, and refine dashboards and reports that track key operations metrics (supporting Marketing, Sales, Client Success, and Operations teams).Provide insights and recommendations based on data trends and user behavior.Ensure consistent campaign tracking, lead source and pipeline influence attribution and marketing ROI reporting.User Enablement & SupportServe as the internal HubSpot expert and primary support contact for user questions, training, and troubleshooting.Deliver training sessions, develop user documentation, and maintain CRM usage guidelines.Promote CRM best practices to encourage adoption, productivity, and compliance across teams.What Success Looks LikeCRM workflows and automation meaningfully reduce manual effort and errorsRevenue leaders trust reporting and dashboards to drive decisionsSales, Client Success, and Marketing teams consistently use the CRM correctly and efficientlyProcesses scale smoothly as headcount, pipeline, and customer volume growKey Relationships:Vice President of Business DevelopmentCollaboration with Marketing, Sales and Client SuccessCRM usersWork Environment:Work independently with minimal supervisionExtensive collaboration with team members and other departmentsCompetencies Portfolio:Communication – The ideal candidate will be a skilled communicator and, can address different audiences using appropriate language to communicate their meaning clearly and efficiently with enthusiasmTeamwork – works with multiple teams cross-functionally, effectively addresses the needs of each team while always keeping the "People First" outcomes as the driverProblem-solving – Proactive in anticipating and resolving problems. Strong analytical and problem-solving skills to meet the requirements of the project are required. Motivated to find the best solution to the technical problems that might ariseTime management – Ability to handle multiple schedules simultaneously to meet deadlines and prioritize tasks to ensure smooth a prospective experienceInitiative – Seek, own and complete tasks using own initiative; work independently with little supervision; have a strong bias to actionYou Are Someone Who Has:Bachelor's degree in marketing, Business, Information Systems, Communications, or related field.5+ years of hands-on experience with CRM administration.Experience with building and maintaining CRM workflows, reports, custom properties, and integrated tools, including using HubSpot CRM.Experience defining, building and maintaining a CPQ and other cross-team automated workflows, process and associated toolingDemonstrated experience cleaning, managing, and segmenting large data sets.Attention to detailSolid understanding of CRM best practices in SaaS industryTechnical Proficiencies:HubSpot CRM, Marketing Hub, Sales Hub, and Service Hub (proficient to advanced).Strong AI fluency with hands-on experience applying AI tools within Sales Operations, Revenue Operations, or GTM environmentsExperience supporting adoption, training, and change management for new AI-driven tools and processesData tools: Excel (advanced), HubSpot import/export, deduplication, and data cleansing tools.Proficient with API integrations, webhooks, or tools used to integrate systems.Basic understanding of HTML/CSS and email template design is an asset.Experience in B2B SaaS implementations of CRM solutions.Familiarity with GDPR, HIPAA, or data privacy requirements is a plus.Experience comes in many forms, many skills are transferable, and passion goes a long way. If your experience is close to what we are looking for, consider applying. We know that diversity of thought makes for the best problem-solving and creative thinking, which is why we are dedicated to adding new perspectives to the team and encouraging everyone to apply.About Us:Multiview builds powerful, easy-to-use financial applications for clients across North America. As a leader in the ERP/Financial Software industry, we partner with sophisticated clients across multiple industries to End Month EndTM.We are extremely proud of the company we have built. Bringing together professionals with diverse backgrounds, talents, and expertise are vital to making our company stronger. Our people-first culture is our biggest advantage, and we are excited to share that commitment with you!Why Join Multiview?At Multiview, you can make an impact that matters in a way that you never thought possible. With endless opportunities at every turn, and a company culture built to empower and develop our people to be the best they can be, Multiview is THE Software Company for you to learn, grow, create, connect, and lead. We do this by taking care of our employees first.We strongly believe that a great job should keep you happy both at work and in life and we encourage that by offering:Competitive Compensation with benefits4 weeks' vacation to start, additional paid time off to supplement work-life balance, wellness, and mental health days.The company paid competitive Benefits including Extended Health, Dental, Vision and more.Workplace Flexibility (Flexibility to work remotely in Ottawa or from our HR office)Health and Wellness PerksContinuous growth opportunities, professional development training support and leadership developmentApplication Instructions:Please submit your resume, and a cover letter describing why you are a unique fit for this position by applying to this posting.We thank all applicants for expressing their interest in Multiview; however, only