Revenue Systems Lead

at  Loopio

Loopio is a workplace that unleashes learning & growth opportunities for our Loopers. We provide autonomous, challenging work that allows each employee to master their craft. We attract and retain people who are naturally curious, have grit and are eager to grow and build their careers. At Loopio, we genuinely support each other, because true success comes from working as #oneteam.
We are seeking a talented and experienced Revenue Systems Lead to join our team. The Revenue Systems Lead will play a key role in managing and optimizing our revenue systems, including Salesforce and other related platforms. The ideal candidate will have a strong background in revenue operations, system administration, and process improvement, with a focus on driving efficiency and scalability. This role will report to the leader of Revenue Operations.

WHY YOU’LL LOVE WORKING AT LOOPIO

• Your manager supports your development by providing ongoing feedback and regular 1-on-1s
• You have tons of autonomy and responsibility: this role provides an opportunity to try new things and push creative boundaries
• You’ll learn more than you thought was possible; our team is obsessed with personal and professional growth (every Looper receives a professional mastery allowance each year)
• You’ll be set up to work remotely with a MacBook laptop, a monthly phone and internet allowance, and a work-from-home budget to help get your home office all set up!
• Join us in regular company socials, AMA (Ask-Me-Anything), and quarterly kick-off to celebrate the big wins and milestones as #oneteam!
• You’ll be joining a culture that has thoughtfully built out opportunities for connections in a remote first environment.
• We have Employee Resource Groups, House Teams (curious? ask us about it!), virtual yoga, cooking classes and many more moments for us to have fun and learn together!
• You’ll be a part of an award-winning workplace and one of Canada’s fastest growing companies with ample opportunity to make a big impact here!
  We recognize that all too often, potential candidates don’t apply for a position simply because they don’t hit every single criteria included in the job description—particularly members of underrepresented groups.
  Whether or not your experience checks off all the boxes on a job posting, we still encourage you to apply to ensure that your application receives a review from our team. We understand that a resume can only showcase so much during the applicant stage, so we’ve created prompts in the application for you to share more about yourself. If you’ve made a career transition (or a few!), you’re self taught in a new role, or you have skills/experience you’d like to highlight, we want to hear more about what you could bring to the table.
  Loopio is an equal opportunity employer that is deeply committed to building equitable workplaces that are diverse and inclusive. We actively encourage candidates from all backgrounds and lifestyles to consider us as a future employer. Please contact a member of our Talent Experience team (work@loopio.com) should you require accommodations at any point during our virtual interview processes

• Manage and administer our revenue systems, including Salesforce, ensuring data accuracy, system integrity, and user adoption.
• Implementation and maintenance of Salesforce customizations including CPQ configuration, custom fields and objects, layouts, workflows, process builder, flows, and validation rules.
• Collaborate with cross-functional teams, including sales, marketing, finance and IT to optimize revenue processes and workflows.
• Identify and implement system enhancements and integrations to improve efficiency and scalability.
• Lead systems upgrades, migrations and other projects as needed, ensuring minimal disruption to operations
• Provide training and support to users to maximize the effectiveness of revenue systems.
• Develop and maintain documentation of revenue system processes, procedures and best practices.
• Stay updated with the latest trends and technologies in revenue systems and recommend improvements to enhance our operations.