Revenue Operations Co-op

**Our Business**

FISPAN Services Inc. (FISPAN) is an Enterprise SaaS FinTech company that allows banks to deploy embedded financial products and services to create a seamless banking connection for their corporate clients. Our product aims to provide instant scale and reach for banks who want to remove friction and add value by enabling their commercial banking clients to access banking services through their preferred ERP / accounting platform.

Founded in 2016 and headquartered in downtown Vancouver, FISPAN is on a mission to create the best product in the FinTech industry and fundamentally change the way that companies bank. Being the market leader in ERP Banking, we work with the world’s Tier 1 banks with assets exceeding $3T, including J.P. Morgan Chase, Wells Fargo, TD and Bank of Montreal.

We are looking for dynamic and passionate individuals to join our high performance team and contribute to our rapid growth and exciting journey.

**Position**

We are looking for a Revenue Operations Co-op who will take on a number of tactical responsibilities being done by key people in Revenue Operations, Marketing, Partnerships, Sales, and Business Development teams.

This role offers hands-on experience in managing and maintaining records within our HubSpot CRM, specifically within a B2B2B business model.

You will be directly reporting to the Revenue Operations Manager.

**Key Responsibilities**
- Importing, mapping, and performing quality checks on records within HubSpot, originating from various marketing initiatives and lead sources
- Triaging incoming leads, assessing data accuracy, qualifying leads, and identifying/disqualifying spam entries
- Cleaning, updating, and enriching existing records that require review and data augmentation
- Providing administrative support for CRM-related tasks, as assigned by the Revenue Operations Manager, to enable Marketing, Partnerships, Sales, and Business Development teams
- Assisting in the creation of reports on marketing metrics and campaign performance
- Utilizing Gemini AI to optimize efficiency in operational tasks
- Providing ad-hoc support as required

**Requirements/Skills**
- Strong problem-solving skills and a demonstrated ability to learn quickly
- Comfortable with quality checking and auditing large numbers of records in Google Sheets
- Strong research skills, especially in gathering key information about incoming leads
- Exceptional attention to detail, critical for auditing and ensuring the accuracy of records
- Prudence and care when handling records, as the role involves potential deletion of inaccurate data especially those marked as SPAM; diligence in confirming accuracy before any deletions
- Excellent communication and written skills, essential for cross-functional collaboration, reporting, and support of multiple teams

**Nice to haves**
- Prior experience with HubSpot or other CRM software is advantageous but not mandatory

**Why Work With Us?**
- **Experienced Team**: Our CEO is Lisa Shields, a renowned tech entrepreneur whose previous venture, Hyperwallet, was purchased by Paypal and ranks as one of the largest Canadian technology company acquisitions. Lisa is backed by a seasoned leadership team with vast experience scaling technology companies from start-up through growth phases to acquisition. In joining our team you will benefit from that experience and associated mentorship opportunities, and further build your network and knowledge base.
- **High Growth Environment**: FISPAN is an emerging high growth company, and that implies autonomy and leadership over projects. Our employees hold a higher level of responsibility and are presented with various hands-on opportunities from the get-go. We want our team to reach their full potential and career aspirations, and FISPAN helps foster that.
- **Rich Culture**: The Company’s culture is its greatest asset, and our team members form bonds that last a lifetime. We plan company-wide events, both virtual and in-person, and other activities to foster togetherness and help drive engagement. We also understand that personal growth happens on multiple levels, and so encourage a work-life balance with ample time to spend with family, explore new ideas and develop hobbies.
- **Perks**: Our prime downtown Vancouver office is close to a Skytrain, prestige shopping, and coastal views. FISPAN employees have access to our building fitness center and amenities, fully stocked cupboards, weekly team lunches, and daily coffee runs. We also set our employees up for success by providing the most modern MacBook and Apple equipment.

**Compensation Package**

At FISPAN, we reward employees for achieving their objectives, going beyond the requirements of their job, demonstrating leadership, fostering innovation and advancing the organization as a whole. We value talented people of all backgrounds and characteristics that share our vision of being the number one platform for the business banking ecosystem.

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