Revenue Operations Specialist

PURPOSE: The Predictive Index, a leader in workplace behavioral science, is an award-winning best place to work (Inc., Glassdoor, Boston Business Journal, The Boston Globe). Our mission is "Better work, Better world," and we take great pride in PI's power to supercharge workplace relationships and culture to achieve the unthinkable. We're our own best case study! That includes how we work in an AI world. We're rethinking roles, teams, and careers around people and AI working together, and we're applying what we learn inside PI to the products we build for our clients. You'll be working toward a mission that inspires you, and you'll be surrounded by fun, smart, driven people day in and day out. There's a reason more than 10,000 companies, including The LA Clippers, Hugo Boss, Nissan, Pendo, AstraZeneca, and Bosch, trust PI to help them hire top talent, design winning teams, and develop leaders at every level. Come discover how we empower our clients to solve their biggest challenges and make their business dreams come true. The Predictive Index is a place where people with diverse backgrounds, experiences, and perspectives collaborate on amazing, important work. We celebrate our differences, knowing that they are fundamental to our success as an organization. "Better Work, Better World," starts here, in an organization where every member of the PI community is valued, respected, and welcome. We encourage people from underrepresented backgrounds to apply. POSITION: The Revenue Operations Specialist is responsible for helping The Predictive Index achieve ambitious growth goals by helping the Sales & Marketing teams achieve their demand generation and revenue targets through the achievement of operational excellence. This individual will be responsible for executing on the continued development and evolution of the tools that support PI’s revenue operations - supporting the marketing & sales teams and their growth plans. We’re looking for an energetic, self-motivated, and driven professional with a previous background optimizing sales & marketing automation tools and processes. This individual will work with a team of Revenue Operations Specialists supporting the growth and optimization of our sales and marketing tech stacks. YOUR DAY-TO-DAY: • Partner with the GTM teams to generate and execute strategies that increase demand and win-rate. • Assist the Revenue Operations Manager in developing a tracking and attribution strategy to measure GTM performance. • Align with the business intelligence, marketing, and sales teams to support reporting of key metrics. • Enhance and optimize Revenue Operations processes and lead routing so leads are accurately organized and properly distributed. • Document processes and proactively recommend ways to enhance them as new technologies are introduced. • Identify and implement automation and AI-driven efficiencies across the GTM tech stack to reduce manual work and scale operations. • Support team members in triaging feature requests and resolving reported bugs and issues. • Maintain data integrity and hygiene across HubSpot, Salesforce, and third-party sales enablement software. SHOULD YOU APPLY? If you’ve got all the below skills, drop what you’re doing right now and reach out. If you’ve got some of these skills, we still want to hear from you! • 3-5 years of revenue operations experience partnering with go-to-market teams within a B2B software company. • Previous knowledge and experience using some, or all of: Salesforce, HubSpot, Outreach, LeanData, ZoomInfo, Gong, Qualified and/or Claude. • Passion and strong understanding of B2B sales and marketing concepts with strong analytical skills to help enhance processes and automations. • Demonstrated ability to communicate effect