Your mission
About the Role The Revenue Operations (RevOps) Specialist at Index is responsible for optimizing the entire revenue engine — from lead generation and marketing to sales and customer success. This role ensures that lead flow is efficient, conversion rates increase, closing cycles shorten, and customer value grows. You will collaborate closely with lead generation teams, marketers, and account executives to ensure predictable, scalable, and data-driven revenue growth.
Key Responsibilities
1. Lead Generation & Funnel Management
o Oversee and optimize the flow of leads coming from Lead Gen, Marketing, and outbound campaigns.
o Build clear processes for qualification, routing, follow-up, and nurturing.
o Ensure that every lead is acted on quickly and consistently, improving contact and conversion rates.
o Analyze lead quality and provide feedback to the Lead Gen and Marketing teams to improve targeting.
o Create dashboards for tracking daily/weekly lead performance.
o Responsible about the budget allocation and the costs
2. Systems & Tools Management
o Own and manage the CRM, automations, sequences, and lead routing logic.
o Ensure data cleanliness, accuracy, and standardization across all revenue systems.
o Implement workflow automations to reduce manual work and accelerate lead progression.
3. Conversion & Pipeline Optimization
o Identify leaks and bottlenecks in the funnel—from incoming lead to closed deal.
o Develop improvements to increase MQL → SQL conversions, meeting-to-proposal conversions, and proposal-to-close rates.
o Provide actionable insights to Sales and Lead Gen teams to boost performance.
o Monitor and optimize pipeline stages to ensure fast movement and accurate forecasting.
4. Reporting & Performance Analytics
o Build dashboards and maintain reports for leadership on lead performance, sales productivity, and customer growth.
o Track and analyze KPIs such as lead speed-to-contact, conversion rates, deal velocity, and close rates.
o Ensure improvement the ROI of lead generation and sales efforts.
5. Cross-Functional Alignment
o Ensure seamless collaboration between Lead Gen → Marketing → Sales → Customer Success.
o Standardize SLAs between teams (e.g., time to contact, number of touchpoints, lead readiness criteria).
o Facilitate data-driven decisions across the entire revenue team.
6. Customer Growth & Retention Support
o Support Customer Success in analyzing account health, upsell signals, and renewal forecasts.
o Create processes that help grow existing customers and prevent churn.
o Support onboarding with data, workflows, and documentation to ensure client satisfaction.
7. Enablement & Process Documentation
o Develop playbooks, SOPs, and training materials for lead gen, sales, and customer success teams.
o Train team members on CRM usage, reporting, and process adherence.
o Support onboarding for new members of the revenue team.
Required Skills & Qualifications
* Experience in RevOps, Sales Operations, Lead Generation Operations, or similar.
* Strong CRM and automation expertise (HubSpot, Salesforce, or similar).
* Comfortable analyzing large volumes of lead and sales data.
* Strong understanding of funnels, lead qualification, and revenue metrics.
* Excellent communication skills and ability to collaborate across multiple functions.
* Familiar with the automation tools, not shy to experiment, and to scale. Focus on KPIs, numbers and effort
Your profile
* Experience in recruiting, staffing, SaaS, or B2B service industries.
* Experience managing lead routing, outbound workflows, or automated sequences.
* Familiarity with customer lifecycle management and upsell strategies.
Why us?
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