Revenue Operations Specialist

**Schema App** is a fast-paced, profitable SaaS company headquartered in Guelph, Ontario, and proud of our Canada-wide team. We are a smart, collaborative team on a mission to be a global leader in Enterprise Marketing Tech Innovation with a focus on content knowledge graphs. Schema App is proud to call SAP, Wells Fargo, and Henry Ford Health our customers. We are the leaders in a niche area of search engine optimization (SEO), called schema markup. Schema markup builds knowledge graphs that unlock AI and Search understanding of web content. Our comprehensive end-to-end solution empowers Enterprise Digital Marketing Teams to achieve organic search results, content insights and increased AI efficiency. Our technology is essential for the evolution of AI Search (ChatGPT, AI Overviews, and Gemini).

We are looking for a **Revenue Operations Specialist**(RevOps) to join our team. The **purpose** of this role is to ensure operational alignment across Sales, Marketing, Customer Success, and Finance by streamlining deal operations, managing SaaS metrics and reporting, and acting as the internal owner of CRM (HubSpot) processes. This person supports top-line revenue growth and bottom-line efficiency by improving workflows, enabling data accuracy, and ensuring the seamless execution of customer lifecycle operations — from deal creation to renewal.

**Functional Accountabilities**
- **Deal & Revenue Operations**
- Support Sales and Customer Success teams with proposal and renewal draft, renewals, and CRM (HubSpot) workflows. Own the deals system (HubSpot and DocuSign) including configuration, maintenance, and integrations (with Data Engineer support). Manage permissions and instrument best practices.
- Ensure clean, accurate deal data and drive automation for efficient revenue processes. Create processes and constraints to guide users to accurately complete deal information.
- Calculate and communicate commissions for AEs, BDRs, and CSMs every month. Automate and manage approvals, notifications to commission recipients and report to finance.
- Review and catalog contract differentiators and create business systems and operations to account for alignment to them. Eg. Requirements for SOC2, etc.
- Review all deals prior to sending for signature to ensure they align with best practices, contract requirements.
- Coordinate with legal to get reviews for custom terms and prepare options for review with legal decision makers.
- Lost deal analysis. Ability to look through deal correspondence and follow up with customers to find out more about why we lost a deal.
- Deal oversight, weekly review of sales process adherence, and feedback to AEs on how they can improve.
- **SaaS Metrics & Reporting**
- Own the tracking and accuracy of core SaaS KPIs (MRR, churn, CAC, LTV, etc.). Update weekly for sales and CS leaders' review. Identify opportunities to improve four core metrics and partner with leaders to execute on recommendation.
- Drive initiatives to fill reporting gaps and deliver actionable insights to leadership. Identify gaps and projects that need to take place in order to improve top line revenue and time to close (renewal and new deals).
- Support Sales and Customer Success with annual & quarterly revenue forecasting. Create advanced models that take into account specifics about Schema App’s business and customer base.
- **Customer & Finance Workflow Coordination**
- Manage customer onboarding documentation (e.g., W8-BEN, A/P portal setup, PO requests).
- Act as a liaison between Finance and GTM teams to ensure smooth billing and account setup.

**Key Competencies**
- **Growth Mindset**
- Embraces ambiguity and change with curiosity and optimism.
- Learns quickly from mistakes and iterates with measurable improvements.
- Welcomes feedback as a tool for continuous improvement.
- **Resourcefulness & Initiative**
- Solves problems independently and creatively using available tools.
- Proactively identifies process gaps or inefficiencies and takes action.
- Demonstrates strong follow-through and personal ownership.
- **Cross-Functional Collaboration**
- Builds trust across Sales, CS, Marketing, and Finance.
- Communicates clearly, listens actively, and adapts to varied working styles.
- Resolves conflict or misalignment constructively, with shared goals in mind.
- **Systems Thinking**
- Understands how changes in one workflow affect the broader GTM engine.
- Brings rigor and precision to CRM, proposals, and metrics.
- Systems thinker, able to build and optimize processes.
- **Accountability & Humility**
- Owns mistakes transparently and shares learning moments.
- Seeks help when needed, without ego.
- Balances confidence in expertise with respect for other perspectives.
- **Attention to detail**
- Very detail-oriented. Likes to triple-check data prior to sending.
- Maintains clean data and upholds reporting integrity.

**Metrics**
- Operational Excellence_
- Proposal & Deal Support SLAs: 90%+ of proposals and deal updates c