RevOps Assistant

Job Type

Full-time

Description

The RevOps Assistant plays a vital role in supporting the Revenue Operations function at CESA 6 by managing client agreements, maintaining HubSpot workflows, coordinating key programs and partnerships, and ensuring seamless communication andservice delivery across the agency.

ESSENTIAL FUNCTIONS

Communication:

• Provide customers with information about the agency, including services offered, contacts within the agency, and professional development offerings and locations.
• Collect, sort, and distribute mail; prepare mail, messages, faxes, or courier deliveries for the center.
• Answer the door when the receptionist is unavailable.

• Respond to questions on Client Agreements and PandaDoc
• Work with Marketing Specialist for Contact Duplication Management in HubSpot
• Create HubSpot deals and manage deal stages as directed by the Sales Team
• Log and maintain the yearly District Report Contract Bundling Management Spreadsheet
• Assist with the collection of Client Loyalty (HubSpot Contracts) Scores
• Provide ordering support for business cards
• Provide design support for center-related participant tools
• Route website assistance requests to appropriate contact
• Provide newsletter and email marketing support
• Create event information sheets
• Create and manage WI Forward Exam deals and purchasing
• Create Time Kettle deals in Hubspot
• Coordinate all Translators/Interpreters requests for services
• Manage and schedule the WIDA ACCESS Testing Process
• Provide EP Help Center Support (upload articles and provide support for non-tech-related EP questions)
• Curate EP user numbers, subscriptions, pertinent personnel, and associated contact lists for statewide, EPIC, and evaluation-specific communications
• Manage EP Bundle Renewals in Hubspot
• Other duties as assigned.

• High school diploma required.
• Certification or Associate degree as an administrative assistant or bookkeeper is preferred.
• 2+ years of office experience desired.

• Model the core values of the agency.
• Advanced computer skills, including email, word processing, and virtual meeting scheduling.
• Working knowledge of Microsoft Office and Google platform applications, along with the ability to learn agency-specific applications to support business operations.
• Proficiency or willingness to learn HubSpot CRM, PandaDoc, and related revenue operations tools.
• Ability to generate professional emails.
• Ability to create organizational tools and processes to support the centers.
• Ability to work independently as well as collaborate with diverse work teams.
• Engage with clients in a positive manner that positively represents self, team, and agency.
• Work as a team and collaborate effectively with other Finance personnel to meet the needs of the Agency.
• Be process-oriented.
• Be nimble and conscientious to meet defined timelines.
• Communicate effectively and timely, verbally, and in writing, to a diverse audience.
• Plan, organize, and prioritize work.
• Remain flexible to adapt to changes in the work environment.
• Excellent time management skills, including the ability to manage schedules and meet deadlines.
• Problem-prevention, conflict resolution, and problem-solving skills.
• Work accurately with close attention to detail.
• Exhibit a high degree of confidentiality of sensitive information and process and handle confidential information with discretion.
• Work effectively, professionally, and tactfully with internal agency staff and external clients.
• Ability to set and meet high customer service standards (internal and external).
• Excellent interpersonal skills to facilitate interaction with the workforce.
• Exhibit a professional, businesslike appearance and demeanor.
• Professionally represent the agency and public, private, and parochial school districts in interactions with staff, customers, and the community.
• Facilitate an overall work environment of mutual respect and collaboration.
• Ability to interpret data.
• Ability to establish and maintain effective relationships with individuals from diverse backgrounds.

• Ability to work in a professional and flexible office environment, with or without visual and auditory distractions.
• Ability to work in a fast-paced environment.

• While performing the duties of this position, the employee is occasionally required to stand, walk, sit, type, and reach with hands and arms.
• The employee will move office products and supplies up to 30 pounds.