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