Revenue Operations Specialist - Remote

Overview

Join Keep as our Revenue Operations Analyst, where you'll serve as the architect of our customer lifecycle and CRM operations as we scale across borders. You'll work at the heart of our customer journey—building sophisticated workflows, optimizing lifecycle sequences, and ensuring our CRM becomes the engine that drives seamless customer experiences.

In Short

• Own HubSpot CRM operations, maintaining data quality standards and optimizing system performance.
• Design, build, and maintain workflows that automate customer journey touch points and improve conversion rates.
• Create and optimize sophisticated lifecycle marketing sequences and lead nurturing campaigns.
• Manage advanced lead routing logic and assignment rules to optimize conversion and workload distribution.
• Implement automated processes that eliminate friction for both customers and internal teams.
• Partner with teams to translate strategic playbooks into executable CRM processes.
• Build and maintain standard operating procedures for customer lifecycle management.
• Map and optimize the complete customer lifecycle from initial contact through retention.
• Support leadership with insights on customer acquisition, activation, and retention patterns.
• Continuously optimize customer journey touchpoints based on performance data.

Requirements

• Strong experience in CRM management and lifecycle marketing.
• Hands-on expertise in building complex workflows and automation sequences.
• Proficient with HubSpot or similar CRM platforms.
• Passionate about customer journey optimization.
• Comfortable working in dynamic, high-growth environments.

Benefits

• Own the CRM and lifecycle operations that directly power our customer experience.
• Work in a remote-friendly, high-ownership culture.
• Collaborate with a smart, driven team that values trust and innovation.
• Help reshape how small businesses experience financial services.
• Build automated systems that will scale customer operations across North America.